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WaFd
WAFD

Overview Fund Activity

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
Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
5.29%
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

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$22.8M
2
Invesco
Invesco
Georgia
$21.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$33.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$67.7M
5
Brown Advisory
Brown Advisory
Maryland
$43.6M

Top Sellers

1
State Street
State Street
Massachusetts
$111M
2
MWNA
Marshall Wace North America
New York
$0
3
KCM
Kennedy Capital Management
Missouri
$0
4
Millennium Management
Millennium Management
New York
$7.22M
5
PP
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$269K -$15.5K -485 -5%
SEI Investments
177
SEI Investments
Pennsylvania
$263K -$7.29K -228 -3%
Balyasny Asset Management
178
Balyasny Asset Management
Illinois
$259K -$569K -17,783 -69%
CGH
179
Crossmark Global Holdings
Texas
$249K +$7.67K +240 +3%
BJL
180
Brighton Jones LLC
Washington
$232K +$96 +3 +0%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$230K +$2.78K +87 +1%
Squarepoint
182
Squarepoint
New York
$224K +$224K +6,990 New
TSS
183
Two Sigma Securities
New York
$216K -$305K -9,534 -59%
Verition Fund Management
184
Verition Fund Management
Connecticut
$209K +$209K +6,533 New
NIT
185
NumerixS Investment Technologies
British Columbia, Canada
$208K +$159K +5,000 +328%
CSS
186
Cubist Systematic Strategies
Connecticut
$208K +$208K +6,495 New
GIM
187
Greystone Investment Management
Ohio
$204K – – –
BC
188
Bartlett & Co
Ohio
$192K -$6.41K -200 -3%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$192K -$6.4K -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 +$160K +5,015 New
AG
193
Advisor Group
Arizona
$147K -$16.1K -506 -10%
LIA
194
LS Investment Advisors
Michigan
$147K -$11.6K -361 -7%
TRCT
195
Tower Research Capital (TRC)
New York
$139K +$16.8K +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 +$10.9K +342 +12%
JA
198
JOYN Advisors
Georgia
$90K +$290 +9 +0.3%
SFPIA
199
Stevens First Principles Investment Advisors
California
$69K +$9.61K +300 +16%
US Bancorp
200
US Bancorp
Minnesota
$60K +$1.64K +51 +3%
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