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WaFd
WAFD

Overview Fund Activity

242 hedge funds and large institutions have $2.42B invested in WaFd in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+5
Holders Change %
+2.11%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
71
Reduced
100
Closed
16
Calls
–
Puts
$3.67M
Net Calls
-$3.67M
Net Calls Change
-$1.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$18.5M
2
First Trust Advisors
First Trust Advisors
Illinois
$50.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$76M
4
ClearBridge Investments
ClearBridge Investments
New York
$23.9M
5
Morgan Stanley
Morgan Stanley
New York
$9.8M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$9.25M
2
Vanguard Group
Vanguard Group
Pennsylvania
$289M
3
HAM
Hillcrest Asset Management
Texas
$0
4
SBH
Segall Bryant & Hamill
Illinois
$4.24M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
201
Tower Research Capital (TRC)
New York
$147K +$124K +3,396 +547%
Mitsubishi UFJ Asset Management
202
Mitsubishi UFJ Asset Management
Japan
$144K – – –
PCTC
203
Perkins Coie Trust Company
Washington
$142K – – –
IUHSA
204
Itau Unibanco Holding S.A.
Brazil
$90K +$90K +2,447 New
MWNA
205
Marshall Wace North America
New York
$84K +$84K +2,305 New
PFBT
206
Parkside Financial Bank & Trust
Missouri
$62K +$8.23K +225 +15%
MAM
207
Meeder Asset Management
Ohio
$55K -$91.5K -2,477 -62%
HFS
208
HBC Financial Services
Washington
$53K +$53K +1,500 New
SFS
209
Sowell Financial Services
Arkansas
$35K +$882 +24 +3%
Toronto Dominion Bank
210
Toronto Dominion Bank
Ontario, Canada
$33K -$3.05K -84 -8%
SPIA
211
Steward Partners Investment Advisory
New York
$33K – – –
CTC
212
Central Trust Company
Missouri
$29K +$9.7K +266 +50%
GRP
213
Global Retirement Partners
California
$24K -$1.15K -31 -5%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$23K – – –
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$20K +$20K +551 New
ME
216
McIlrath & Eck
Washington
$18K – – –
S
217
SignatureFD
Georgia
$17K +$2.66K +74 +19%
CWP
218
CFM Wealth Partners
Texas
$17K +$17K +483 New
TPCW
219
TD Private Client Wealth
New York
$14.1K +$14.1K +386 New
LWCFA
220
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K – – –
PO
221
Private Ocean
California
$8K – – –
TWA
222
TCI Wealth Advisors
Arizona
$8K – – –
Bessemer Group
223
Bessemer Group
New Jersey
$7K – – –
ASN
224
Advisory Services Network
Georgia
$6K -$1.92K -53 -24%
CCM
225
Covington Capital Management
California
$6K +$6K +154 New
7 8
9
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