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237 hedge funds and large institutions have $2.51B invested in WaFd in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 218237 (+19)

6% more capital invested

Capital invested by funds: $2.37B → $2.51B (+$132M)

0.78% more ownership

Funds ownership: 84.55%85.33% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $3.7M

Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
63
Reduced
90
Closed
11
Calls
$1.53M
Puts
$3.7M
Net Calls
-$2.17M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
176
M&T Bank
New York
$302K +$58.4K +1,636 +25%
CGH
177
Crossmark Global Holdings
Texas
$286K -$11.4K -320 -4%
Point72 Asset Management
178
Point72 Asset Management
Connecticut
$281K +$271K +7,600 New
ECM
179
ETrade Capital Management
Virginia
$270K -$10.9K -304 -4%
BJL
180
Brighton Jones LLC
Washington
$269K +$107 +3 +0%
GCP
181
GSA Capital Partners
United Kingdom
$264K +$255K +7,143 New
SO
182
STRS Ohio
Ohio
$258K +$46.4K +1,300 +23%
DCM
183
Dupont Capital Management
Delaware
$243K +$21.8K +611 +10%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$239K +$231K +6,475 New
SM
185
Sciencast Management
New Jersey
$231K +$221K +6,200 New
SCM
186
Stevens Capital Management
Pennsylvania
$225K +$217K +6,077 New
KeyBank National Association
187
KeyBank National Association
Ohio
$223K +$215K +6,020 New
WCM
188
Wedge Capital Management
North Carolina
$217K -$169K -4,742 -45%
FCBT
189
First Citizens Bank & Trust
North Carolina
$211K -$301K -8,431 -60%
BC
190
Bartlett & Co
Ohio
$207K
BCWM
191
Bartlett & Co Wealth Management
Ohio
$207K
SCM
192
Shelton Capital Management
Colorado
$204K +$197K +5,503 New
CAN
193
Cetera Advisor Networks
California
$201K +$196K +5,478 New
US Bancorp
194
US Bancorp
Minnesota
$179K +$70.3K +1,968 +69%
AG
195
Advisor Group
Arizona
$166K +$9.36K +262 +6%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$165K
LIA
197
LS Investment Advisors
Michigan
$153K +$3.46K +97 +2%
MAM
198
Meeder Asset Management
Ohio
$147K +$142K +3,966 New
Mitsubishi UFJ Asset Management
199
Mitsubishi UFJ Asset Management
Japan
$146K -$8.93K -250 -6%
PCTC
200
Perkins Coie Trust Company
Washington
$143K +$138K +3,869 New

WAFD Hedge Fund Activity: Q3 2019 in Review

237 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2019, worth a combined $2.51B — up 5.5% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 11 closed out — a net gain of 20 holders — while 63 added to existing stakes and 90 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $69M. The largest seller was BlackRock, cutting an estimated $38.1M.

  • 237 institutional investors held WaFd (WAFD) as of Q3 2019, up from 218 in Q2 2019.
  • Funds reported $2.51B of WaFd stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q3 2019 and 11 closed out, a net change of +20 holders.
  • The largest WaFd buyer in Q3 2019 was Robeco Institutional Asset Management, an estimated $69M added.
  • The largest WaFd seller in Q3 2019 was BlackRock, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2019.