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231 hedge funds and large institutions have $2.31B invested in WaFd in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 84.56%86.3% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.31B → $2.31B (-$6.14M)

2% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 84

3% less funds holding

Funds holding: 239231 (-8)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
82
Reduced
84
Closed
25
Calls
$502K
Puts
Net Calls
+$502K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
201
Qube Research & Technologies (QRT)
United Kingdom
$58K +$21.6K +641 +54%
RA
202
Royce & Associates
New York
$43K +$17.5K +521 +64%
Parallax Volatility Advisers
203
Parallax Volatility Advisers
California
$36K +$25K +743 +199%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$34K
WAM
205
Watermark Asset Management
California
$30K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$20K
CTC
207
Central Trust Company
Missouri
$17K
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$16K
IA
209
IFP Advisors
Florida
$12K
LWCFA
210
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K
FHA
211
Flagship Harbor Advisors
Massachusetts
$9K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$8K
TWA
213
TCI Wealth Advisors
Arizona
$7K +$7.57K +225 New
PO
214
Private Ocean
California
$6K -$5.25K -156 -44%
S
215
SignatureFD
Georgia
$5K
GAM
216
Gemmer Asset Management
California
$4K
GRP
217
Global Retirement Partners
California
$4K
WEC
218
Winslow Evans & Crocker
Massachusetts
$4K
QT
219
Quantbot Technologies
New York
$3K -$903K -26,816 -100%
VCM
220
Versant Capital Management
Arizona
$3K
GWM
221
Geneos Wealth Management
Colorado
$3K +$3.37K +100 New
Simplex Trading
222
Simplex Trading
Illinois
$3K +$3.37K +100 New
SFSIG
223
San Francisco Sentry Investment Group
California
$3K +$3.47K +103 New
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
QI
225
QS Investors
New York
$2K

WAFD Hedge Fund Activity: Q3 2018 in Review

231 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2018, worth a combined $2.31B — down 0.27% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WAFD and 19 opened new positions — a net loss of 6 holders — while 84 trimmed existing stakes and 82 added.

The largest buyer was ClearBridge Investments, adding an estimated $23.9M. The largest seller was State Street, cutting an estimated $10.1M.

  • 231 institutional investors held WaFd (WAFD) as of Q3 2018, down from 239 in Q2 2018.
  • Funds reported $2.31B of WaFd stock for Q3 2018, down 0.27% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q3 2018 and 25 closed out, a net change of -6 holders.
  • The largest WaFd buyer in Q3 2018 was ClearBridge Investments, an estimated $23.9M added.
  • The largest WaFd seller in Q3 2018 was State Street, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.