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209 hedge funds and large institutions have $1.87B invested in WaFd in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $1.75B → $1.87B (+$124M)

3% more funds holding

Funds holding: 202209 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 83

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
5.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
70
Reduced
83
Closed
9
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$201M +$6.26M +260,680 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$200M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$188M -$999K -41,573 -0.5%
BFA
4
BlackRock Fund Advisors
California
$113M +$414K +17,208 +0.4%
State Street
5
State Street
Massachusetts
$81.7M -$13M -539,809 -14%
BIT
6
BlackRock Institutional Trust
California
$67.5M +$447K +18,609 +0.7%
Northern Trust
7
Northern Trust
Illinois
$64M +$1.2M +49,937 +2%
Allianz Asset Management
8
Allianz Asset Management
Germany
$53.5M -$318K -13,218 -0.6%
Ninety One (UK)
9
Ninety One (UK)
United Kingdom
$48.8M -$950K -39,513 -2%
SIM
10
Sprucegrove Investment Management
Ontario, Canada
$48.2M -$4.65M -193,500 -9%
SFM
11
Systematic Financial Management
New Jersey
$40.3M -$2.52M -104,933 -6%
FCM
12
Frontier Capital Management
Massachusetts
$39.6M +$1.15M +48,018 +3%
Norges Bank
13
Norges Bank
Norway
$38.9M +$1.43M +59,377 +4%
LSV Asset Management
14
LSV Asset Management
Illinois
$31.5M +$1.58M +65,821 +5%
Chevy Chase Trust
15
Chevy Chase Trust
Maryland
$30.9M +$4.78M +199,102 +19%
Ameriprise
16
Ameriprise
Minnesota
$27.1M -$3.11M -129,515 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$25.6M -$937K -38,975 -4%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$24.4M -$627K -26,100 -3%
Prudential Financial
19
Prudential Financial
New Jersey
$19.4M +$109K +4,520 +0.6%
Boston Partners
20
Boston Partners
Massachusetts
$18.5M +$237K +9,854 +1%
NI
21
Numeric Investors
Massachusetts
$17.2M +$1.63M +67,800 +11%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$15.6M +$631K +26,261 +4%
TA
23
Teachers Advisors
New York
$15.4M +$11.9M +494,515 +355%
Goldman Sachs
24
Goldman Sachs
New York
$15.2M -$1.92M -79,823 -11%
PIM
25
Perkins Investment Management
Illinois
$15.2M +$4.57M +190,062 +43%

WAFD Hedge Fund Activity: Q2 2016 in Review

209 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2016, worth a combined $1.87B — up 7.1% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WAFD positions and 9 closed out — a net gain of 11 holders — while 70 added to existing stakes and 83 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $12.2M. The largest seller was State Street, cutting an estimated $13M.

  • 209 institutional investors held WaFd (WAFD) as of Q2 2016, up from 202 in Q1 2016.
  • Funds reported $1.87B of WaFd stock for Q2 2016, up 7.1% quarter-over-quarter.
  • 20 funds opened new WaFd positions in Q2 2016 and 9 closed out, a net change of +11 holders.
  • The largest WaFd buyer in Q2 2016 was Foundry Partners, an estimated $12.2M added.
  • The largest WaFd seller in Q2 2016 was State Street, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2016.