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210 hedge funds and large institutions have $1.7B invested in WaFd in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $251K | Put options by funds: $56K

1.23% more ownership

Funds ownership: 82.41%83.64% (+1.2%)

2% more capital invested

Capital invested by funds: $1.66B → $1.7B (+$38.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 226210 (-16)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
210
Holders Change
-16
Holders Change %
-7.08%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
72
Reduced
80
Closed
34
Calls
$251K
Puts
$56K
Net Calls
+$195K
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
201
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
VCM
202
Versant Capital Management
Arizona
$2K +$618 +24 +39%
CWP
203
CFM Wealth Partners
Texas
$1K -$6.62K -257 -83%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$1K
PWMG
205
Prestige Wealth Management Group
New Jersey
$1K
SL
206
Savior LLC
Massachusetts
$1K
Arrowstreet Capital
207
Arrowstreet Capital
Massachusetts
-$6.7M -258,007 Closed
HSBC Holdings
208
HSBC Holdings
United Kingdom
-$3.86M -148,615 Closed
GLA
209
Great Lakes Advisors
Illinois
-$3.76M -144,768 Closed
ERSOT
210
Employees Retirement System of Texas
Texas
-$1.97M -76,000 Closed
LCM
211
Laurion Capital Management
New York
-$864K -33,300 Closed
ACM
212
AlphaCrest Capital Management
New York
-$774K -29,821 Closed
HIM
213
Hillsdale Investment Management
Ontario, Canada
-$652K -25,100 Closed
Chevy Chase Trust
214
Chevy Chase Trust
Maryland
-$542K -20,859 Closed
DTL
215
Dynamic Technology Lab
Singapore
-$445K -17,142 Closed
Two Sigma Investments
216
Two Sigma Investments
New York
-$389K -14,987 Closed
MERSOM
217
Municipal Employees' Retirement System of Michigan
Michigan
-$382K -14,730 Closed
Nomura Holdings
218
Nomura Holdings
Japan
-$381K -14,700 Closed
SIM
219
Spark Investment Management
New York
-$373K -14,400 Closed
Holocene Advisors
220
Holocene Advisors
New York
-$358K -13,789 Closed
AB
221
Amalgamated Bank
New York
-$332K -12,799 Closed
PP
222
Prudential plc
United Kingdom
-$306K -11,782 Closed
Point72 Asset Management
223
Point72 Asset Management
Connecticut
-$296K -11,400 Closed
MFG
224
MidWestOne Financial Group
Iowa
-$228K -8,802 Closed
GCP
225
GSA Capital Partners
United Kingdom
-$211K -8,147 Closed

WAFD Hedge Fund Activity: Q2 2020 in Review

210 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2020, worth a combined $1.7B — up 2.3% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WAFD and 19 opened new positions — a net loss of 15 holders — while 80 trimmed existing stakes and 72 added.

The largest buyer was Janus Henderson Group, adding an estimated $15M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $18.9M.

  • 210 institutional investors held WaFd (WAFD) as of Q2 2020, down from 226 in Q1 2020.
  • Funds reported $1.7B of WaFd stock for Q2 2020, up 2.3% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q2 2020 and 34 closed out, a net change of -15 holders.
  • The largest WaFd buyer in Q2 2020 was Janus Henderson Group, an estimated $15M added.
  • The largest WaFd seller in Q2 2020 was Robeco Institutional Asset Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2020.