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WaFd
WAFD

Overview Fund Activity

239 hedge funds and large institutions have $2.31B invested in WaFd in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-8
Holders Change %
-3.24%
% of All Funds
5.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
22
Increased
80
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$385M
2
Bank of America
2
Bank of America
North Carolina
$30.8M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$8.82M
4
Goldman Sachs
4
Goldman Sachs
New York
$72.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$8.27M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$58.5M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
SFM
4
Systematic Financial Management
New Jersey
$24.5M
5
FP
5
Foundry Partners
Minnesota
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
176
Evergreen Capital Management
Washington
$309K -$27.4K -836 -8%
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$307K – – –
M&T Bank
178
M&T Bank
New York
$304K +$21.3K +654 +8%
AB
179
AT Bancorp
Iowa
$302K – – –
GI
180
GAMCO Investors
Connecticut
$294K +$65.3K +2,000 +29%
DWT
181
Dorsey & Whitney Trust
South Dakota
$286K – – –
SEI Investments
182
SEI Investments
Pennsylvania
$277K -$1.64K -50 -0.6%
FCBT
183
First Citizens Bank & Trust
North Carolina
$276K +$13K +397 +5%
SCC
184
Spring Creek Capital
Kansas
$260K +$260K +7,963 New
YMRC
185
Yorktown Management & Research Company
Virginia
$255K – – –
SBH
186
Segall Bryant & Hamill
Illinois
$254K -$6.75M -206,394 -96%
MCIM
187
Meadow Creek Investment Management
Georgia
$250K +$15.2K +464 +6%
CGH
188
Crossmark Global Holdings
Texas
$247K -$10.5K -320 -4%
BJL
189
Brighton Jones LLC
Washington
$237K +$19.4K +594 +9%
ZCA
190
Zeke Capital Advisors
Pennsylvania
$234K – – –
Commonwealth Equity Services
191
Commonwealth Equity Services
Massachusetts
$232K +$163 +5 +0.1%
GIM
192
Greystone Investment Management
Ohio
$208K – – –
BC
193
Bartlett & Co
Ohio
$203K – – –
O
194
OppenheimerFunds
New York
$203K +$203K +6,217 New
BCWM
195
Bartlett & Co Wealth Management
Ohio
$203K – – –
SCM
196
Shelton Capital Management
Colorado
$202K – – –
KJWM
197
Kiley Juergens Wealth Management
Washington
$175K +$175K +5,367 New
Zurich Cantonal Bank
198
Zurich Cantonal Bank
Switzerland
$170K -$21.8K -667 -11%
AG
199
Advisor Group
Arizona
$168K -$9.26K -282 -5%
LIA
200
LS Investment Advisors
Michigan
$162K – – –
6 7
8
9 10