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WaFd
WAFD

Overview Fund Activity

226 hedge funds and large institutions have $1.66B invested in WaFd in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-16
Holders Change %
-6.61%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
70
Reduced
81
Closed
45
Calls
$1.79M
Puts
$25K
Net Calls
+$1.77M
Net Calls Change
+$5.43M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$80.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$29M
3
EVM
3
Eaton Vance Management
Massachusetts
$8.81M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$211M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$6.71M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$2.49M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$6.7M
3
BTW
3
Boston Trust Walden
Massachusetts
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.06M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
176
Raymond James Financial Services Advisors
Florida
$206K -$62.5K -2,411 -23%
CGH
177
Crossmark Global Holdings
Texas
$206K – – –
AA
178
ALPS Advisors
Colorado
$202K -$36.9K -1,422 -15%
SO
179
STRS Ohio
Ohio
$186K +$33.6K +1,300 +22%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$145K – – –
BC
181
Bartlett & Co
Ohio
$145K +$145K +5,593 New
LIA
182
LS Investment Advisors
Michigan
$105K – – –
PAM
183
Panagora Asset Management
Massachusetts
$103K -$2.58M -99,161 -96%
PCTC
184
Perkins Coie Trust Company
Washington
$100K – – –
BAM
185
Bellevue Asset Management
Washington
$72K +$72K +2,740 New
Lazard Asset Management
186
Lazard Asset Management
New York
$56K +$56K +2,167 New
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$51K -$556K -21,904 -92%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$36K -$7.93K -306 -18%
NIT
189
NumerixS Investment Technologies
British Columbia, Canada
$34K +$34K +1,300 New
NICM
190
Neo Ivy Capital Management
New York
$34K +$34K +1,320 New
CA
191
Clearstead Advisors
Ohio
$25K +$25K +964 New
SFS
192
Sowell Financial Services
Arkansas
$24K -$621 -24 -3%
SPIA
193
Steward Partners Investment Advisory
New York
$23K – – –
CTC
194
Central Trust Company
Missouri
$21K – – –
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$18K +$1.44K +55 +9%
Simplex Trading
196
Simplex Trading
Illinois
$18K +$15.8K +635 +706%
GRP
197
Global Retirement Partners
California
$17K – – –
ME
198
McIlrath & Eck
Washington
$13K – – –
PCM
199
Prelude Capital Management
New York
$12K +$10.8K +430 +896%
TPCW
200
TD Private Client Wealth
New York
$10K – – –
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8
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