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WaFd
WAFD

Overview Fund Activity

241 hedge funds and large institutions have $2.59B invested in WaFd in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+20
Holders Change %
+9.05%
% of All Funds
6.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
38
Increased
66
Reduced
91
Closed
16
Calls
$184K
Puts
$34K
Net Calls
+$150K
Net Calls Change
-$118K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$49.5M
2
BFA
BlackRock Fund Advisors
California
$190M
3
BTW
Boston Trust Walden
Massachusetts
$19.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$320M
5
Morgan Stanley
Morgan Stanley
New York
$16.7M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$43.1M
2
SIM
Sprucegrove Investment Management
Ontario, Canada
$28.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$256M
4
LSV Asset Management
LSV Asset Management
Illinois
$21.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
201
Tyers Asset Management
Texas
$176K +$176K +5,124 New
Victory Capital Management
202
Victory Capital Management
Texas
$171K -$4.22K -123 -2%
TRCT
203
Tower Research Capital (TRC)
New York
$163K +$86.9K +2,523 +114%
RCM
204
Riverhead Capital Management
Delaware
$158K – – –
NA
205
Neuburgh Advisers
California
$138K +$138K +4,026 New
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$129K -$41.1K -1,195 -24%
QT
207
Quantbot Technologies
New York
$118K +$118K +3,446 New
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$117K +$117K +3,412 New
Creative Planning
209
Creative Planning
Kansas
$111K +$6.43K +187 +6%
IA
210
IFP Advisors
Florida
$104K +$19.3K +561 +23%
MCIM
211
Meadow Creek Investment Management
Georgia
$101K +$101K +2,928 New
US Bancorp
212
US Bancorp
Minnesota
$100K -$70.9K -2,063 -42%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$81K – – –
AAM
214
Advisors Asset Management
Colorado
$71K -$3.41K -100 -5%
NIPH
215
NN Investment Partners Holdings
Netherlands
$65K +$65K +1,900 New
SFPIA
216
Stevens First Principles Investment Advisors
California
$64K – – –
MFS
217
MSI Financial Services
Massachusetts
$58K – – –
HNB
218
Huntington National Bank
Ohio
$55K -$15K -440 -21%
NIT
219
NumerixS Investment Technologies
British Columbia, Canada
$55K +$55K +1,600 New
HCM
220
Highlander Capital Management
New Jersey
$49K – – –
PFBT
221
Parkside Financial Bank & Trust
Missouri
$40K -$7.32K -214 -15%
Nomura Asset Management
222
Nomura Asset Management
Japan
$37K +$37K +1,090 New
PCM
223
Penserra Capital Management
California
$29K +$6.03K +181 +26%
ClearBridge Investments
224
ClearBridge Investments
New York
$28K +$20.9K +618 +297%
LWCFA
225
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K -$4.33K -125 -25%
7 8
9
10 11