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221 hedge funds and large institutions have $2.02B invested in WaFd in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

993% more call options, than puts

Call options by funds: $295K | Put options by funds: $27K

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $1.87B → $2.02B (+$152M)

6% more funds holding

Funds holding: 209221 (+12)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
23
Increased
69
Reduced
89
Closed
9
Calls
$295K
Puts
$27K
Net Calls
+$268K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
201
Walleye Trading
New York
$25K +$24.3K +949 New
PCM
202
Penserra Capital Management
California
$18K +$7.08K +276 +67%
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
DVM
204
Dreman Value Management
Florida
$10K
EWM
205
Evercore Wealth Management
New York
$9K
M
206
MOTCO
Texas
$9K +$8.44K +329 New
TCIM
207
TIAA CREF Investment Management
New York
$7.45K -$245K -9,560 -3%
CAW
208
Cornerstone Advisors (Washington)
Washington
$7K +$6.54K +255 New
TWA
209
TCI Wealth Advisors
Arizona
$6K
ClearBridge Investments
210
ClearBridge Investments
New York
$6K +$5.34K +208 New
VCM
211
Versant Capital Management
Arizona
$5K -$77 -3 -1%
FMP
212
Financial Management Professionals
Texas
$5K +$5.08K +198 New
GAM
213
Gemmer Asset Management
California
$3K
WEC
214
Winslow Evans & Crocker
Massachusetts
$2.24K
EFSCE
215
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
QI
216
QS Investors
New York
$2K
WCBA
217
Weaver C. Barksdale & Associates
Tennessee
$2K +$128 +5 +6%
GWM
218
Geneos Wealth Management
Colorado
$2K +$2.56K +100 New
VOYA Investment Management
219
VOYA Investment Management
Georgia
$1.77K -$1.36M -53,110 -44%
QCG
220
Quadrant Capital Group
Ohio
$1K
SCM
221
Stevens Capital Management
Pennsylvania
-$1.39M -57,249 Closed
Capital Fund Management (CFM)
222
Capital Fund Management (CFM)
France
-$1.14M -46,900 Closed
VRS
223
Virginia Retirement Systems
Virginia
-$626K -25,800 Closed
Wellington Management Group
224
Wellington Management Group
Massachusetts
-$400K -16,484 Closed
BCM
225
BlueCrest Capital Management
Jersey
-$269K -11,093 Closed

WAFD Hedge Fund Activity: Q3 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2016, worth a combined $2.02B — up 8.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WAFD positions and 9 closed out — a net gain of 14 holders — while 69 added to existing stakes and 89 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.9M. The largest seller was Emerald Acquisition, cutting an estimated $10.1M.

  • 221 institutional investors held WaFd (WAFD) as of Q3 2016, up from 209 in Q2 2016.
  • Funds reported $2.02B of WaFd stock for Q3 2016, up 8.1% quarter-over-quarter.
  • 23 funds opened new WaFd positions in Q3 2016 and 9 closed out, a net change of +14 holders.
  • The largest WaFd buyer in Q3 2016 was Vanguard Group, an estimated $12.9M added.
  • The largest WaFd seller in Q3 2016 was Emerald Acquisition, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2016.