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WaFd
WAFD

Overview Fund Activity

226 hedge funds and large institutions have $1.66B invested in WaFd in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-16
Holders Change %
-6.61%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
70
Reduced
81
Closed
45
Calls
$1.79M
Puts
$25K
Net Calls
+$1.77M
Net Calls Change
+$5.43M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$80.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$29M
3
EVM
3
Eaton Vance Management
Massachusetts
$8.81M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$211M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$6.71M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$2.49M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$6.7M
3
BTW
3
Boston Trust Walden
Massachusetts
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.06M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$10K +$10K +402 New
CWP
202
CFM Wealth Partners
Texas
$8K -$4.47K -173 -36%
TWA
203
TCI Wealth Advisors
Arizona
$6K – – –
QCG
204
Quadrant Capital Group
Ohio
$6K +$1.89K +71 +46%
PO
205
Private Ocean
California
$5K – – –
ST
206
Smithfield Trust
Pennsylvania
$5K +$5K +180 New
GAM
207
Gemmer Asset Management
California
$3K – – –
LWA
208
Lenox Wealth Advisors
New York
$3K – – –
IA
209
IFP Advisors
Florida
$3K – – –
Bessemer Group
210
Bessemer Group
New Jersey
$2K -$2.4K -108 -55%
ASN
211
Advisory Services Network
Georgia
$2K -$1.82K -79 -48%
EFSCE
212
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
CFG
213
Citizens Financial Group
Rhode Island
$2K +$2K +66 New
EI
214
Ellevest Inc
New York
$2K +$2K +83 New
HGWM
215
Harvest Group Wealth Management
Massachusetts
$1K -$1.18K -52 -54%
VCM
216
Versant Capital Management
Arizona
$1K -$33 -2 -3%
SL
217
Savior LLC
Massachusetts
$1K – – –
CAW
218
Cornerstone Advisors (Washington)
Washington
$1K – – –
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
BCA
220
Berman Capital Advisors
Georgia
$1K +$526 +30 +111%
PWMG
221
Prestige Wealth Management Group
New Jersey
$1K +$1K +46 New
PA
222
Parallel Advisors
California
$1K +$1K +51 New
BTW
223
Boston Trust Walden
Massachusetts
– -$12.4M -339,277 Closed
LSV Asset Management
224
LSV Asset Management
Illinois
– -$9.25M -252,499 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
225
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$8.41M -229,402 Closed
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