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221 hedge funds and large institutions have $2.02B invested in WaFd in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

993% more call options, than puts

Call options by funds: $295K | Put options by funds: $27K

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $1.87B → $2.02B (+$152M)

6% more funds holding

Funds holding: 209221 (+12)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
23
Increased
69
Reduced
89
Closed
9
Calls
$295K
Puts
$27K
Net Calls
+$268K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$235M +$12.9M +504,401 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$217M -$2.49M -97,211 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$206M -$958K -37,339 -0.5%
BFA
4
BlackRock Fund Advisors
California
$132M +$7.2M +280,492 +6%
State Street
5
State Street
Massachusetts
$84.2M -$5.46M -212,792 -6%
BIT
6
BlackRock Institutional Trust
California
$73.3M -$877K -34,169 -1%
Northern Trust
7
Northern Trust
Illinois
$71.3M +$900K +35,066 +1%
Allianz Asset Management
8
Allianz Asset Management
Germany
$56M -$2.69M -104,674 -5%
Ninety One (UK)
9
Ninety One (UK)
United Kingdom
$52.5M -$1.18M -45,837 -2%
FCM
10
Frontier Capital Management
Massachusetts
$46.2M +$2.52M +98,181 +6%
SIM
11
Sprucegrove Investment Management
Ontario, Canada
$44.1M -$8.59M -334,800 -17%
SFM
12
Systematic Financial Management
New Jersey
$42M -$2.22M -86,661 -5%
Norges Bank
13
Norges Bank
Norway
$40.9M
Chevy Chase Trust
14
Chevy Chase Trust
Maryland
$35.6M +$1.52M +59,117 +5%
LSV Asset Management
15
LSV Asset Management
Illinois
$31.6M -$2.88M -112,206 -9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$28.6M +$398K +15,502 +1%
Ameriprise
17
Ameriprise
Minnesota
$26.5M -$3.12M -121,496 -11%
PIM
18
Perkins Investment Management
Illinois
$23.2M +$6.21M +242,141 +39%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$21.2M -$4.57M -178,079 -18%
Boston Partners
20
Boston Partners
Massachusetts
$20.8M +$493K +19,218 +3%
Goldman Sachs
21
Goldman Sachs
New York
$19.3M +$2.45M +95,617 +15%
Prudential Financial
22
Prudential Financial
New Jersey
$17.5M -$3.74M -145,940 -18%
TA
23
Teachers Advisors
New York
$17.2M +$315K +12,289 +2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$17.1M -$27.6K -1,077 -0.2%
EAM
25
Edge Asset Management
Washington
$16.4M +$97.3K +3,794 +0.6%

WAFD Hedge Fund Activity: Q3 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2016, worth a combined $2.02B — up 8.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WAFD positions and 9 closed out — a net gain of 14 holders — while 69 added to existing stakes and 89 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.9M. The largest seller was Emerald Acquisition, cutting an estimated $10.1M.

  • 221 institutional investors held WaFd (WAFD) as of Q3 2016, up from 209 in Q2 2016.
  • Funds reported $2.02B of WaFd stock for Q3 2016, up 8.1% quarter-over-quarter.
  • 23 funds opened new WaFd positions in Q3 2016 and 9 closed out, a net change of +14 holders.
  • The largest WaFd buyer in Q3 2016 was Vanguard Group, an estimated $12.9M added.
  • The largest WaFd seller in Q3 2016 was Emerald Acquisition, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2016.