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231 hedge funds and large institutions have $2.31B invested in WaFd in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 84.56%86.3% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.31B → $2.31B (-$6.14M)

2% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 84

3% less funds holding

Funds holding: 239231 (-8)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
82
Reduced
84
Closed
25
Calls
$502K
Puts
Net Calls
+$502K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$269K -$16.3K -485 -5%
SEI Investments
177
SEI Investments
Pennsylvania
$263K -$7.67K -228 -3%
Balyasny Asset Management
178
Balyasny Asset Management
Illinois
$259K -$599K -17,783 -69%
CGH
179
Crossmark Global Holdings
Texas
$249K +$8.08K +240 +3%
BJL
180
Brighton Jones LLC
Washington
$232K +$101 +3 +0%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$230K +$2.93K +87 +1%
Squarepoint
182
Squarepoint
New York
$224K +$235K +6,990 New
TSS
183
Two Sigma Securities
New York
$216K -$321K -9,534 -59%
Verition Fund Management
184
Verition Fund Management
Connecticut
$209K +$220K +6,533 New
NIT
185
NumerixS Investment Technologies
British Columbia, Canada
$208K +$168K +5,000 +328%
CSS
186
Cubist Systematic Strategies
Connecticut
$208K +$219K +6,495 New
GIM
187
Greystone Investment Management
Ohio
$204K
BC
188
Bartlett & Co
Ohio
$192K -$6.73K -200 -3%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$192K -$6.73K -200 -3%
KJWM
190
Kiley Juergens Wealth Management
Washington
$171K
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$167K
APP
192
Avantax Planning Partners
Iowa
$160K +$169K +5,015 New
AG
193
Advisor Group
Arizona
$147K -$17K -506 -10%
LIA
194
LS Investment Advisors
Michigan
$147K -$12.2K -361 -7%
TRCT
195
Tower Research Capital (TRC)
New York
$139K +$17.6K +524 +14%
Ohio Public Employees Retirement System (OPERS)
196
Ohio Public Employees Retirement System (OPERS)
Ohio
$130K
EMG
197
ETF Managers Group
New Jersey
$104K +$11.5K +342 +12%
JA
198
JOYN Advisors
Georgia
$90K +$303 +9 +0.3%
SFPIA
199
Stevens First Principles Investment Advisors
California
$69K +$10.1K +300 +16%
US Bancorp
200
US Bancorp
Minnesota
$60K +$1.72K +51 +3%

WAFD Hedge Fund Activity: Q3 2018 in Review

231 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2018, worth a combined $2.31B — down 0.27% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WAFD and 19 opened new positions — a net loss of 6 holders — while 84 trimmed existing stakes and 82 added.

The largest buyer was ClearBridge Investments, adding an estimated $23.9M. The largest seller was State Street, cutting an estimated $10.1M.

  • 231 institutional investors held WaFd (WAFD) as of Q3 2018, down from 239 in Q2 2018.
  • Funds reported $2.31B of WaFd stock for Q3 2018, down 0.27% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q3 2018 and 25 closed out, a net change of -6 holders.
  • The largest WaFd buyer in Q3 2018 was ClearBridge Investments, an estimated $23.9M added.
  • The largest WaFd seller in Q3 2018 was State Street, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.