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WaFd
WAFD

Overview Fund Activity

241 hedge funds and large institutions have $2.59B invested in WaFd in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+20
Holders Change %
+9.05%
% of All Funds
6.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
38
Increased
66
Reduced
91
Closed
16
Calls
$184K
Puts
$34K
Net Calls
+$150K
Net Calls Change
-$118K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$49.5M
2
BFA
BlackRock Fund Advisors
California
$190M
3
BTW
Boston Trust Walden
Massachusetts
$19.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$320M
5
Morgan Stanley
Morgan Stanley
New York
$16.7M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$43.1M
2
SIM
Sprucegrove Investment Management
Ontario, Canada
$28.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$256M
4
LSV Asset Management
LSV Asset Management
Illinois
$21.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
176
Shelton Capital Management
Colorado
$352K – – –
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$333K -$114K -3,309 -25%
DWT
178
Dorsey & Whitney Trust
South Dakota
$327K – – –
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$325K +$325K +9,451 New
AB
180
AT Bancorp
Iowa
$318K – – –
JG
181
Jefferies Group
New York
$293K +$293K +8,524 New
TH
182
Timber Hill
Connecticut
$292K +$292K +8,488 New
GIM
183
Greystone Investment Management
Ohio
$273K – – –
NBC
184
Neuberger Berman Canada
Ontario, Canada
$270K +$270K +7,863 New
JPMPWA
185
J.P. Morgan Private Wealth Advisors
California
$269K +$9.26K +269 +4%
YMRC
186
Yorktown Management & Research Company
Virginia
$268K -$241K -7,000 -47%
CAM
187
Capstone Asset Management
Texas
$267K +$267K +7,786 New
RJA
188
Raymond James & Associates
Florida
$265K -$1.99K -58 -0.7%
TF
189
Trutina Financial
Washington
$265K – – –
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$250K -$1.43M -41,685 -85%
M&T Bank
191
M&T Bank
New York
$248K +$248K +7,209 New
N
192
Natixis
France
$238K +$238K +6,918 New
Envestnet Asset Management
193
Envestnet Asset Management
Illinois
$230K -$10.4K -303 -4%
BC
194
Bartlett & Co
Ohio
$225K – – –
CIM
195
Calvert Investment Management
Maryland
$219K +$219K +6,371 New
FCM
196
Flinton Capital Management
Pennsylvania
$214K +$214K +6,222 New
RJFSA
197
Raymond James Financial Services Advisors
Florida
$214K +$214K +6,243 New
LIA
198
LS Investment Advisors
Michigan
$212K +$14.9K +433 +8%
Ohio Public Employees Retirement System (OPERS)
199
Ohio Public Employees Retirement System (OPERS)
Ohio
$199K -$4.22K -121 -2%
KBC Group
200
KBC Group
Belgium
$192K – – –
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