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225 hedge funds and large institutions have $1.99B invested in WaFd in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $1.9B → $1.99B (+$96.8M)

1% more funds holding

Funds holding: 223225 (+2)

2.1% less ownership

Funds ownership: 87.12%85.02% (-2.1%)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
225
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
4.87%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
67
Reduced
83
Closed
20
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
176
Crossmark Global Holdings
Texas
$224K -$4.41K -150 -2%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$223K +$227K +7,731 New
BJL
178
Brighton Jones LLC
Washington
$210K +$214K +7,271 New
DCM
179
Dupont Capital Management
Delaware
$172K -$396K -13,466 -69%
BC
180
Bartlett & Co
Ohio
$162K -$2.94K -100 -2%
BCWM
181
Bartlett & Co Wealth Management
Ohio
$162K -$2.94K -100 -2%
TRCT
182
Tower Research Capital (TRC)
New York
$141K +$47.8K +1,625 +50%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$129K -$21.9K -745 -14%
LIA
184
LS Investment Advisors
Michigan
$126K -$5.73K -195 -4%
AG
185
Advisor Group
Arizona
$124K -$38.5K -1,311 -23%
EMG
186
ETF Managers Group
New Jersey
$121K +$8.85K +301 +8%
SO
187
STRS Ohio
Ohio
$98K -$650K -22,100 -87%
SFPIA
188
Stevens First Principles Investment Advisors
California
$82K +$20.6K +700 +32%
US Bancorp
189
US Bancorp
Minnesota
$81K +$1.74K +59 +2%
QT
190
Quantbot Technologies
New York
$49K +$50.7K +1,725 New
RA
191
Royce & Associates
New York
$47K +$6.94K +236 +17%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$39K +$40.2K +1,366 New
PFBT
193
Parkside Financial Bank & Trust
Missouri
$37K +$559 +19 +2%
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
$35K +$5.73K +195 +19%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$28K +$28.8K +981 New
CIAS
196
Capital Investment Advisory Services
North Carolina
$20K
GRP
197
Global Retirement Partners
California
$20K +$5.41K +184 +35%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$18K
CTC
199
Central Trust Company
Missouri
$15K
ME
200
McIlrath & Eck
Washington
$14K

WAFD Hedge Fund Activity: Q1 2019 in Review

225 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2019, worth a combined $1.99B — up 5.1% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WAFD positions and 20 closed out — a net gain of 3 holders — while 67 added to existing stakes and 83 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $11.5M. The largest seller was BlackRock, cutting an estimated $15.5M.

  • 225 institutional investors held WaFd (WAFD) as of Q1 2019, up from 223 in Q4 2018.
  • Funds reported $1.99B of WaFd stock for Q1 2019, up 5.1% quarter-over-quarter.
  • 23 funds opened new WaFd positions in Q1 2019 and 20 closed out, a net change of +3 holders.
  • The largest WaFd buyer in Q1 2019 was LSV Asset Management, an estimated $11.5M added.
  • The largest WaFd seller in Q1 2019 was BlackRock, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2019.