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226 hedge funds and large institutions have $2.5B invested in WaFd in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

1% more capital invested

Capital invested by funds: $2.48B → $2.5B (+$12.9M)

0% more funds holding

Funds holding: 225226 (+1)

0.69% less ownership

Funds ownership: 84.77%84.08% (-0.69%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
88
Reduced
80
Closed
19
Calls
$445K
Puts
Net Calls
+$445K
Net Calls Change
-$187K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$318M +$263K +7,948 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$305M -$5.5M -166,137 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$266M +$18.2M +549,742 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$252M -$1.86M -56,149 -0.7%
State Street
5
State Street
Massachusetts
$126M +$6.13M +185,062 +5%
Northern Trust
6
Northern Trust
Illinois
$101M +$11.4M +343,912 +13%
Goldman Sachs
7
Goldman Sachs
New York
$65.4M +$7.19M +217,136 +12%
FCM
8
Frontier Capital Management
Massachusetts
$63.6M -$5.23K -158 -0%
SFM
9
Systematic Financial Management
New Jersey
$45.1M +$2.88M +86,995 +7%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$44.7M -$13.4M -405,414 -23%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$40.7M +$2.35M +70,838 +6%
Norges Bank
12
Norges Bank
Norway
$38.4M -$1.66M -50,000 -4%
Allianz Asset Management
13
Allianz Asset Management
Germany
$35.5M -$6.14M -185,399 -15%
PAM
14
Panagora Asset Management
Massachusetts
$34.1M -$319K -9,622 -0.9%
Chevy Chase Trust
15
Chevy Chase Trust
Maryland
$33.9M -$5.12M -154,458 -13%
Principal Financial Group
16
Principal Financial Group
Iowa
$31.3M +$17.3M +523,355 +124%
Ameriprise
17
Ameriprise
Minnesota
$29M +$1.31M +39,469 +5%
Boston Partners
18
Boston Partners
Massachusetts
$27.4M +$1.27M +38,301 +5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$25.2M +$560K +16,905 +2%
Prudential Financial
20
Prudential Financial
New Jersey
$23.9M +$1.01M +30,410 +4%
TA
21
Teachers Advisors
New York
$23.6M +$1.5M +45,192 +7%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$23M +$22.9M +691,720 New
FP
23
Foundry Partners
Minnesota
$21.5M +$1.62M +48,813 +8%
CLM
24
ClearBridge LLC (Maryland)
Maryland
$21.4M +$1.57M +47,257 +8%
LSV Asset Management
25
LSV Asset Management
Illinois
$19.5M -$696K -21,000 -3%

WAFD Hedge Fund Activity: Q2 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2017, worth a combined $2.5B — up 0.52% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WAFD positions and 19 closed out — a net gain of 3 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $22.9M. The largest seller was Ninety One (UK), cutting an estimated $13.4M.

  • 226 institutional investors held WaFd (WAFD) as of Q2 2017, up from 225 in Q1 2017.
  • Funds reported $2.5B of WaFd stock for Q2 2017, up 0.52% quarter-over-quarter.
  • 22 funds opened new WaFd positions in Q2 2017 and 19 closed out, a net change of +3 holders.
  • The largest WaFd buyer in Q2 2017 was Janus Henderson Group, an estimated $22.9M added.
  • The largest WaFd seller in Q2 2017 was Ninety One (UK), an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2017.