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225 hedge funds and large institutions have $1.99B invested in WaFd in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $1.9B → $1.99B (+$96.8M)

1% more funds holding

Funds holding: 223225 (+2)

2.1% less ownership

Funds ownership: 87.12%85.02% (-2.1%)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
225
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
4.87%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
67
Reduced
83
Closed
20
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MUFG Americas
New York
$10K +$10.3K +352 New
S
202
SignatureFD
Georgia
$9K
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K -$3.82K -130 -35%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$7K
PO
205
Private Ocean
California
$6K
TWA
206
TCI Wealth Advisors
Arizona
$6K
PCIA
207
Prime Capital Investment Advisors
Kansas
$6K +$5.88K +200 New
ASN
208
Advisory Services Network
Georgia
$5K
BMM
209
Buffington Mohr McNeal
Idaho
$5K +$5.59K +190 New
GAM
210
Gemmer Asset Management
California
$4K
MNBTD
211
Moody National Bank Trust Division
Texas
$4K
WEC
212
Winslow Evans & Crocker
Massachusetts
$4K
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$3K -$9.12K -310 -74%
QCG
214
Quadrant Capital Group
Ohio
$3K
Bessemer Group
215
Bessemer Group
New Jersey
$3K +$2.65K +90 New
TCOV
216
Trust Company of Vermont
Vermont
$3K +$2.71K +92 New
HGWM
217
Harvest Group Wealth Management
Massachusetts
$3K +$2.82K +96 New
Simplex Trading
218
Simplex Trading
Illinois
$2K -$559 -19 -18%
VCM
219
Versant Capital Management
Arizona
$2K -$206 -7 -7%
EFSCE
220
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
GWM
221
Geneos Wealth Management
Colorado
$2K
LC
222
Lindbrook Capital
California
$2K
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$1K
CAW
224
Cornerstone Advisors (Washington)
Washington
$1K
SI
225
Sapience Investments
California
-$7.15M -267,643 Closed

WAFD Hedge Fund Activity: Q1 2019 in Review

225 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2019, worth a combined $1.99B — up 5.1% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WAFD positions and 20 closed out — a net gain of 3 holders — while 67 added to existing stakes and 83 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $11.5M. The largest seller was BlackRock, cutting an estimated $15.5M.

  • 225 institutional investors held WaFd (WAFD) as of Q1 2019, up from 223 in Q4 2018.
  • Funds reported $1.99B of WaFd stock for Q1 2019, up 5.1% quarter-over-quarter.
  • 23 funds opened new WaFd positions in Q1 2019 and 20 closed out, a net change of +3 holders.
  • The largest WaFd buyer in Q1 2019 was LSV Asset Management, an estimated $11.5M added.
  • The largest WaFd seller in Q1 2019 was BlackRock, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2019.