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247 hedge funds and large institutions have $2.5B invested in WaFd in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

2% more funds holding

Funds holding: 242247 (+5)

0% more capital invested

Capital invested by funds: $2.49B → $2.5B (+$10M)

0.28% more ownership

Funds ownership: 83.67%83.96% (+0.28%)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

Holders
247
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
31
Increased
68
Reduced
94
Closed
23
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
176
Washington Trust Bank
Washington
$362K
ECM
177
Evergreen Capital Management
Washington
$356K +$69.1K +1,945 +23%
NA
178
Neuburgh Advisers
California
$342K
AB
179
AT Bancorp
Iowa
$319K -$959 -27 -0.3%
SSA
180
Schonfeld Strategic Advisors
New York
$311K -$373K -10,509 -54%
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$307K +$19.4K +547 +7%
DWT
182
Dorsey & Whitney Trust
South Dakota
$303K
M&T Bank
183
M&T Bank
New York
$299K -$22.1K -623 -7%
SEI Investments
184
SEI Investments
Pennsylvania
$294K +$2.98K +84 +1%
Tudor Investment Corp
185
Tudor Investment Corp
Connecticut
$282K +$290K +8,161 New
FCBT
186
First Citizens Bank & Trust
North Carolina
$278K +$20.6K +581 +8%
CGH
187
Crossmark Global Holdings
Texas
$273K -$18.3K -516 -6%
YMRC
188
Yorktown Management & Research Company
Virginia
$270K
Robeco Institutional Asset Management
189
Robeco Institutional Asset Management
Netherlands
$264K +$271K +7,629 New
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
$262K -$2.94M -82,850 -92%
MCIM
191
Meadow Creek Investment Management
Georgia
$249K
ZCA
192
Zeke Capital Advisors
Pennsylvania
$247K
RJFSA
193
Raymond James Financial Services Advisors
Florida
$246K -$3.91K -110 -2%
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$245K +$142 +4 +0.1%
GI
195
GAMCO Investors
Connecticut
$242K +$249K +7,000 New
RQS
196
Ramsey Quantitative Systems
Kentucky
$241K
BJL
197
Brighton Jones LLC
Washington
$231K
PM
198
Parametrica Management
Hong Kong
$231K +$237K +6,679 New
JA
199
JOYN Advisors
Georgia
$223K -$45K -1,266 -16%
GIM
200
Greystone Investment Management
Ohio
$221K

WAFD Hedge Fund Activity: Q1 2018 in Review

247 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2018, worth a combined $2.5B — up 0.4% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 23 closed out — a net gain of 8 holders — while 68 added to existing stakes and 94 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $96M.

  • 247 institutional investors held WaFd (WAFD) as of Q1 2018, up from 242 in Q4 2017.
  • Funds reported $2.5B of WaFd stock for Q1 2018, up 0.4% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q1 2018 and 23 closed out, a net change of +8 holders.
  • The largest WaFd buyer in Q1 2018 was Brown Advisory, an estimated $34M added.
  • The largest WaFd seller in Q1 2018 was Fidelity Investments, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2018.