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WaFd
WAFD

Overview Fund Activity

237 hedge funds and large institutions have $2.51B invested in WaFd in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
63
Reduced
90
Closed
11
Calls
$1.53M
Puts
$3.7M
Net Calls
-$2.17M
Net Calls Change
+$1.33M

Top Buyers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$71.5M
2
WHG
Westwood Holdings Group
Texas
+$34.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$13.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$8.62M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$7.78M

Top Sellers

1
BlackRock
BlackRock
New York
-$39.5M
2
Northern Trust
Northern Trust
Illinois
-$21.7M
3
Bank of America
Bank of America
North Carolina
-$16.8M
4
FP
Foundry Partners
Minnesota
-$12.3M
5
PAM
Panagora Asset Management
Massachusetts
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
201
Quantamental Technologies
New York
$137K +$107K +2,899 +355%
CSS
202
Cubist Systematic Strategies
Connecticut
$106K +$106K +2,872 New
Marshall Wace
203
Marshall Wace
United Kingdom
$106K +$106K +2,879 New
PFBT
204
Parkside Financial Bank & Trust
Missouri
$54K -$808 -22 -1%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$49K -$784 -21 -2%
Toronto Dominion Bank
206
Toronto Dominion Bank
Ontario, Canada
$37K -$30.6K -820 -45%
SFS
207
Sowell Financial Services
Arkansas
$34K +$34K +928 New
SPIA
208
Steward Partners Investment Advisory
New York
$33K – – –
GRP
209
Global Retirement Partners
California
$25K – – –
CIAS
210
Capital Investment Advisory Services
North Carolina
$25K – – –
TRCT
211
Tower Research Capital (TRC)
New York
$23K -$21.5K -580 -48%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$23K – – –
CTC
213
Central Trust Company
Missouri
$20K – – –
ME
214
McIlrath & Eck
Washington
$18K – – –
S
215
SignatureFD
Georgia
$15K – – –
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K – – –
PO
217
Private Ocean
California
$8K – – –
ASN
218
Advisory Services Network
Georgia
$8K – – –
TWA
219
TCI Wealth Advisors
Arizona
$8K – – –
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$7K – – –
Bessemer Group
221
Bessemer Group
New Jersey
$7K +$3.82K +108 +120%
GAM
222
Gemmer Asset Management
California
$5K – – –
IA
223
IFP Advisors
Florida
$5K +$5K +124 New
HGWM
224
Harvest Group Wealth Management
Massachusetts
$4K – – –
QCG
225
Quadrant Capital Group
Ohio
$4K – – –
6 7 8
9
10