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WaFd
WAFD

224 hedge funds and large institutions have $2.47B invested in WaFd in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 226 → 224 (-2)

1% less capital invested

Capital invested by funds: $2.5B → $2.47B (-$28.7M)

1.12% less ownership

Funds ownership: 84.08% → 82.96% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 95

Holders
224
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
5.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
73
Reduced
95
Closed
14
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$428K

Top Buyers

Rank Fund Capital Flow
1
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$10.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.41M
3
CAM
Congress Asset Management
Massachusetts
+$6.48M
4
BlackRock
BlackRock
New York
+$3.73M
5
Morgan Stanley
Morgan Stanley
New York
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.5M
2
Chevy Chase Trust
Chevy Chase Trust
Maryland
-$9.11M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$6.61M
4
SFM
Systematic Financial Management
New Jersey
-$5.79M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
176
Jane Street
New York
$270K -$417K -12,815 -62%
JMPWA
177
JP Morgan Private Wealth Advisors
California
$270K +$1.07K +33 +0.4%
YMRC
178
Yorktown Management & Research Company
Virginia
$262K – – –
GIM
179
Greystone Investment Management
Ohio
$260K – – –
Victory Capital Management
180
Victory Capital Management
Texas
$259K +$250K +7,698 New
M&T Bank
181
M&T Bank
New York
$252K -$976 -30 -0.4%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$248K +$6.76K +208 +3%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$239K +$15.4K +475 +7%
SCM
184
Shelton Capital Management
Colorado
$228K – – –
VF
185
Virtu Financial
New York
$226K +$218K +6,714 New
BJL
186
Brighton Jones LLC
Washington
$224K – – –
O
187
OppenheimerFunds
New York
$222K +$10.5K +323 +5%
RWP
188
RWA Wealth Partners
Massachusetts
$222K +$214K +6,584 New
BC
189
Bartlett & Co
Ohio
$213K -$1.63K -50 -0.8%
MCIM
190
Meadow Creek Investment Management
Georgia
$210K +$19.3K +592 +10%
GVT
191
Genesee Valley Trust
New York
$207K -$2.93K -90 -1%
KBC Group
192
KBC Group
Belgium
$188K – – –
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$182K -$3.77K -116 -2%
AG
194
Advisor Group
Arizona
$152K -$325K -10,007 -69%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$139K – – –
ClearBridge Investments
196
ClearBridge Investments
New York
$69K +$7.28K +224 +12%
NIPH
197
NN Investment Partners Holdings
Netherlands
$63K – – –
SFPIA
198
Stevens First Principles Investment Advisors
California
$62K – – –
EMG
199
ETF Managers Group
New Jersey
$54K +$4.33K +133 +9%
HCM
200
Highlander Capital Management
New Jersey
$48K – – –
6 7
8
9 10

WAFD Hedge Fund Activity: Q3 2017 in Review

224 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2017, worth a combined $2.47B — down 1.1% from $2.5B a quarter earlier.

Fund positioning in WAFD was balanced in Q3 2017: 14 funds opened new positions, 14 closed out, 73 added to existing stakes and 95 trimmed.

The largest buyer was Dalton, Greiner, Hartman, Maher & Co, opening a new position worth an estimated $10.8M. The largest seller was Fidelity Investments, cutting an estimated $29.5M.

  • 224 institutional investors held WaFd (WAFD) as of Q3 2017, down from 226 in Q2 2017.
  • Funds reported $2.47B of WaFd stock for Q3 2017, down 1.1% quarter-over-quarter.
  • 14 funds opened new WaFd positions in Q3 2017 and 14 closed out, a net change of 0 holders.
  • The largest WaFd buyer in Q3 2017 was Dalton, Greiner, Hartman, Maher & Co, an estimated $10.8M added.
  • The largest WaFd seller in Q3 2017 was Fidelity Investments, an estimated $29.5M sold.

Based on aggregated 13F filings for Q3 2017.