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226 hedge funds and large institutions have $2.5B invested in WaFd in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

1% more capital invested

Capital invested by funds: $2.48B → $2.5B (+$12.9M)

0% more funds holding

Funds holding: 225226 (+1)

0.69% less ownership

Funds ownership: 84.77%84.08% (-0.69%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
88
Reduced
80
Closed
19
Calls
$445K
Puts
Net Calls
+$445K
Net Calls Change
-$187K
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
176
Greystone Investment Management
Ohio
$257K -$7.02K -212 -3%
M&T Bank
177
M&T Bank
New York
$249K +$19.9K +600 +9%
RA
178
Rational Advisors
New York
$242K -$56.3K -1,700 -19%
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$238K +$1.59K +48 +0.7%
N
180
Natixis
France
$226K -$71.5K -2,158 -24%
SCM
181
Shelton Capital Management
Colorado
$225K
BJL
182
Brighton Jones LLC
Washington
$221K +$221K +6,666 New
RJFSA
183
Raymond James Financial Services Advisors
Florida
$220K +$4.21K +127 +2%
KI
184
Koch Industries
Kansas
$213K +$212K +6,409 New
BC
185
Bartlett & Co
Ohio
$212K
CONA
186
Capital One National Association
New York
$208K +$207K +6,250 New
GVT
187
Genesee Valley Trust
New York
$207K -$12.2K -368 -6%
O
188
OppenheimerFunds
New York
$207K +$6K +181 +3%
Squarepoint
189
Squarepoint
New York
$207K +$206K +6,220 New
MCIM
190
Meadow Creek Investment Management
Georgia
$188K +$81.1K +2,448 +77%
KBC Group
191
KBC Group
Belgium
$186K
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$183K +$2.05K +62 +1%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$137K +$9.97K +301 +8%
NIT
194
NumerixS Investment Technologies
British Columbia, Canada
$129K -$96.1K -2,900 -43%
Creative Planning
195
Creative Planning
Kansas
$110K +$3.35K +101 +3%
NIPH
196
NN Investment Partners Holdings
Netherlands
$63K
SFPIA
197
Stevens First Principles Investment Advisors
California
$62K
ClearBridge Investments
198
ClearBridge Investments
New York
$61K +$9.08K +274 +18%
TRCT
199
Tower Research Capital (TRC)
New York
$56K +$45.6K +1,376 +441%
EMG
200
ETF Managers Group
New Jersey
$49K +$48.6K +1,466 New

WAFD Hedge Fund Activity: Q2 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2017, worth a combined $2.5B — up 0.52% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WAFD positions and 19 closed out — a net gain of 3 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $22.9M. The largest seller was Ninety One (UK), cutting an estimated $13.4M.

  • 226 institutional investors held WaFd (WAFD) as of Q2 2017, up from 225 in Q1 2017.
  • Funds reported $2.5B of WaFd stock for Q2 2017, up 0.52% quarter-over-quarter.
  • 22 funds opened new WaFd positions in Q2 2017 and 19 closed out, a net change of +3 holders.
  • The largest WaFd buyer in Q2 2017 was Janus Henderson Group, an estimated $22.9M added.
  • The largest WaFd seller in Q2 2017 was Ninety One (UK), an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2017.