WAFD icon

WaFd
WAFD

Overview Fund Activity

247 hedge funds and large institutions have $2.5B invested in WaFd in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
5.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
31
Increased
68
Reduced
94
Closed
23
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
–

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$33.1M
2
BlackRock
BlackRock
New York
$363M
3
Bank of America
Bank of America
North Carolina
$21.5M
4
DIA
Dean Investment Associates
Ohio
$7.75M
5
PAM
Panagora Asset Management
Massachusetts
$47.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$107M
2
Deutsche Bank
Deutsche Bank
Germany
$11M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$17.4M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.23M
5
Chevy Chase Trust
Chevy Chase Trust
Maryland
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
201
Bartlett & Co Wealth Management
Ohio
$214K +$214K +6,193 New
BC
202
Bartlett & Co
Ohio
$214K – – –
SCM
203
Shelton Capital Management
Colorado
$213K -$21.3K -617 -9%
N
204
Natixis
France
$205K -$11K -321 -5%
TSS
205
Two Sigma Securities
New York
$205K +$205K +5,923 New
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$203K – – –
OC
207
Oppenheimer & Co
New York
$201K +$201K +5,819 New
AG
208
Advisor Group
Arizona
$186K +$33K +957 +22%
APP
209
Avantax Planning Partners
Iowa
$174K +$174K +5,016 New
LIA
210
LS Investment Advisors
Michigan
$171K -$28.4K -823 -14%
Ohio Public Employees Retirement System (OPERS)
211
Ohio Public Employees Retirement System (OPERS)
Ohio
$132K -$56.8K -1,644 -30%
TRCT
212
Tower Research Capital (TRC)
New York
$73K +$53.2K +1,547 +268%
EMG
213
ETF Managers Group
New Jersey
$72K +$8.99K +266 +14%
US Bancorp
214
US Bancorp
Minnesota
$66K +$1.7K +50 +3%
SFPIA
215
Stevens First Principles Investment Advisors
California
$64K – – –
Parallax Volatility Advisers
216
Parallax Volatility Advisers
California
$63K -$393K -11,437 -86%
NIT
217
NumerixS Investment Technologies
British Columbia, Canada
$49K – – –
HCM
218
Highlander Capital Management
New Jersey
$48K – – –
PFBT
219
Parkside Financial Bank & Trust
Missouri
$35K -$2.32K -67 -6%
WAM
220
Watermark Asset Management
California
$33K -$5.19K -150 -14%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$22K +$20.1K +578 +1,032%
CTC
222
Central Trust Company
Missouri
$18K – – –
IA
223
IFP Advisors
Florida
$17K – – –
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$17K +$17K +499 New
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$14K -$4.77K -140 -25%
7 8
9
10 11