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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

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 218237 (+19)

6% more capital invested

Capital invested by funds: $2.37B → $2.51B (+$132M)

0.78% more ownership

Funds ownership: 84.55%85.33% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $3.7M

Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
5.2%
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
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
201
Quantamental Technologies
New York
$137K +$104K +2,899 +355%
CSS
202
Cubist Systematic Strategies
Connecticut
$106K +$103K +2,872 New
Marshall Wace
203
Marshall Wace
United Kingdom
$106K +$103K +2,879 New
PFBT
204
Parkside Financial Bank & Trust
Missouri
$54K -$786 -22 -1%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$49K -$750 -21 -2%
Toronto Dominion Bank
206
Toronto Dominion Bank
Ontario, Canada
$37K -$29.3K -820 -45%
SFS
207
Sowell Financial Services
Arkansas
$34K +$33.1K +928 New
SPIA
208
Steward Partners Investment Advisory
New York
$33K
CIAS
209
Capital Investment Advisory Services
North Carolina
$25K
GRP
210
Global Retirement Partners
California
$25K
TRCT
211
Tower Research Capital (TRC)
New York
$23K -$20.7K -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
ASN
217
Advisory Services Network
Georgia
$8K
PO
218
Private Ocean
California
$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 +$3.86K +108 +120%
GAM
222
Gemmer Asset Management
California
$5K
IA
223
IFP Advisors
Florida
$5K +$4.43K +124 New
HGWM
224
Harvest Group Wealth Management
Massachusetts
$4K
QCG
225
Quadrant Capital Group
Ohio
$4K

WAFD Hedge Fund Activity: Q3 2019 in Review

237 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2019, worth a combined $2.51B — up 5.5% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 11 closed out — a net gain of 20 holders — while 63 added to existing stakes and 90 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $69M. The largest seller was BlackRock, cutting an estimated $38.1M.

  • 237 institutional investors held WaFd (WAFD) as of Q3 2019, up from 218 in Q2 2019.
  • Funds reported $2.51B of WaFd stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q3 2019 and 11 closed out, a net change of +20 holders.
  • The largest WaFd buyer in Q3 2019 was Robeco Institutional Asset Management, an estimated $69M added.
  • The largest WaFd seller in Q3 2019 was BlackRock, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2019.