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WaFd
WAFD

Overview Fund Activity

242 hedge funds and large institutions have $2.49B invested in WaFd in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+18
Holders Change %
+8.04%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
78
Reduced
93
Closed
16
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
–

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$23M
2
Millennium Management
2
Millennium Management
New York
$13.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$11.3M
5
BlackRock
5
BlackRock
New York
$338M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$198M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$24.5M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
FCM
4
Frontier Capital Management
Massachusetts
$61.2M
5
GC
5
Guggenheim Capital
Illinois
$882K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
201
Ohio Public Employees Retirement System (OPERS)
Ohio
$187K +$2.09K +61 +1%
KJWM
202
Kiley Juergens Wealth Management
Washington
$172K +$172K +5,036 New
AG
203
Advisor Group
Arizona
$152K -$3.01K -88 -2%
US Bancorp
204
US Bancorp
Minnesota
$64K -$249K -7,351 -80%
SFPIA
205
Stevens First Principles Investment Advisors
California
$64K – – –
EMG
206
ETF Managers Group
New Jersey
$64K +$9.13K +266 +17%
II
207
Inspire Investing
Idaho
$58K +$58K +1,694 New
HCM
208
Highlander Capital Management
New Jersey
$49K – – –
NIT
209
NumerixS Investment Technologies
British Columbia, Canada
$49K +$38.7K +1,124 +375%
WAM
210
Watermark Asset Management
California
$38K – – –
PFBT
211
Parkside Financial Bank & Trust
Missouri
$37K -$3.29K -96 -8%
KBC Group
212
KBC Group
Belgium
$34K -$156K -4,596 -82%
DCM
213
Delpha Capital Management
New York
$33K +$33K +962 New
PCM
214
Prelude Capital Management
New York
$25K +$25K +730 New
TRCT
215
Tower Research Capital (TRC)
New York
$20K -$530K -15,290 -96%
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$19K +$1.83K +53 +11%
CTC
217
Central Trust Company
Missouri
$18K – – –
IA
218
IFP Advisors
Florida
$17K +$1.15K +34 +7%
LWCFA
219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
Envestnet Asset Management
220
Envestnet Asset Management
Illinois
$10K – – –
CAW
221
Cornerstone Advisors (Washington)
Washington
$9K +$35 +1 +0.4%
TWA
222
TCI Wealth Advisors
Arizona
$8K – – –
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$7K +$7K +197 New
FMP
224
Financial Management Professionals
Texas
$6K – – –
VCM
225
Versant Capital Management
Arizona
$5K – – –
7 8
9
10 11