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210 hedge funds and large institutions have $1.7B invested in WaFd in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $251K | Put options by funds: $56K

1.23% more ownership

Funds ownership: 82.41%83.64% (+1.2%)

2% more capital invested

Capital invested by funds: $1.66B → $1.7B (+$38.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 226210 (-16)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
210
Holders Change
-16
Holders Change %
-7.08%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
72
Reduced
80
Closed
34
Calls
$251K
Puts
$56K
Net Calls
+$195K
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
176
NumerixS Investment Technologies
British Columbia, Canada
$73K +$36.7K +1,423 +109%
Simplex Trading
177
Simplex Trading
Illinois
$57K +$36.7K +1,424 +196%
CAN
178
Cetera Advisor Networks
California
$57K +$54.8K +2,129 New
SO
179
STRS Ohio
Ohio
$50K -$137K -5,300 -74%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$31K -$6.36K -247 -18%
CA
181
Clearstead Advisors
Ohio
$26K
GRP
182
Global Retirement Partners
California
$26K +$8.04K +312 +48%
SFS
183
Sowell Financial Services
Arkansas
$25K +$52 +2 +0.2%
SPIA
184
Steward Partners Investment Advisory
New York
$24K
CTC
185
Central Trust Company
Missouri
$21K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$14K -$3.97K -154 -22%
AWM
187
Apollon Wealth Management
South Carolina
$14K +$13.1K +509 New
ME
188
McIlrath & Eck
Washington
$13K
PCM
189
Prelude Capital Management
New York
$13K
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$11K
TPCW
191
TD Private Client Wealth
New York
$10.4K
PA
192
Parallel Advisors
California
$7K +$5.49K +213 +418%
PAG
193
Private Advisor Group
New Jersey
$7K +$6.47K +251 New
TWA
194
TCI Wealth Advisors
Arizona
$6K
FHA
195
Flagship Harbor Advisors
Massachusetts
$5K +$5.13K +199 New
QCG
196
Quadrant Capital Group
Ohio
$4K -$1.62K -63 -28%
GAM
197
Gemmer Asset Management
California
$3K
IA
198
IFP Advisors
Florida
$3K
Bessemer Group
199
Bessemer Group
New Jersey
$2K
CFG
200
Citizens Financial Group
Rhode Island
$2K

WAFD Hedge Fund Activity: Q2 2020 in Review

210 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2020, worth a combined $1.7B — up 2.3% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WAFD and 19 opened new positions — a net loss of 15 holders — while 80 trimmed existing stakes and 72 added.

The largest buyer was Janus Henderson Group, adding an estimated $15M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $18.9M.

  • 210 institutional investors held WaFd (WAFD) as of Q2 2020, down from 226 in Q1 2020.
  • Funds reported $1.7B of WaFd stock for Q2 2020, up 2.3% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q2 2020 and 34 closed out, a net change of -15 holders.
  • The largest WaFd buyer in Q2 2020 was Janus Henderson Group, an estimated $15M added.
  • The largest WaFd seller in Q2 2020 was Robeco Institutional Asset Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2020.