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242 hedge funds and large institutions have $2.49B invested in WaFd in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 224242 (+18)

1% more capital invested

Capital invested by funds: $2.47B → $2.49B (+$19M)

0.71% more ownership

Funds ownership: 82.96%83.67% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

Holders
242
Holders Change
+18
Holders Change %
+8.04%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
78
Reduced
93
Closed
16
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$338M +$6.4M +186,518 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M -$2.86M -83,315 -0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$252M -$1.79M -52,069 -0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$198M -$45.3M -1,319,575 -19%
State Street
5
State Street
Massachusetts
$129M +$2.18M +63,501 +2%
Northern Trust
6
Northern Trust
Illinois
$102M -$2.72M -79,229 -3%
Goldman Sachs
7
Goldman Sachs
New York
$70.9M +$315K +9,161 +0.4%
FCM
8
Frontier Capital Management
Massachusetts
$61.2M -$5.88M -171,370 -9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$41.5M -$159K -4,640 -0.4%
Principal Financial Group
10
Principal Financial Group
Iowa
$39.7M +$6.36M +185,313 +19%
PAM
11
Panagora Asset Management
Massachusetts
$39.7M +$3.53M +102,843 +10%
SFM
12
Systematic Financial Management
New Jersey
$38.4M -$2.01M -58,640 -5%
Norges Bank
13
Norges Bank
Norway
$37.6M -$1.14M -33,096 -3%
Ameriprise
14
Ameriprise
Minnesota
$31.2M -$541K -15,766 -2%
Allianz Asset Management
15
Allianz Asset Management
Germany
$29M -$630K -18,363 -2%
Boston Partners
16
Boston Partners
Massachusetts
$27.6M -$1.97M -57,341 -7%
CLM
17
ClearBridge LLC (Maryland)
Maryland
$26.5M +$2.41M +70,290 +10%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$26.5M -$7.76K -226 -0%
Ninety One (UK)
19
Ninety One (UK)
United Kingdom
$24.5M -$21.6M -628,664 -47%
TA
20
Teachers Advisors
New York
$24.3M +$97.9K +2,851 +0.4%
Chevy Chase Trust
21
Chevy Chase Trust
Maryland
$23.5M -$1.85M -54,028 -7%
Deutsche Bank
22
Deutsche Bank
Germany
$23M +$18.3M +534,504 +387%
FP
23
Foundry Partners
Minnesota
$22.9M +$655K +19,086 +3%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$22.7M -$3.43K -100 -0%
JP Morgan Chase
25
JP Morgan Chase
New York
$22M +$11.3M +329,500 +106%

WAFD Hedge Fund Activity: Q4 2017 in Review

242 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2017, worth a combined $2.49B — up 0.77% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 16 closed out — a net gain of 18 holders — while 78 added to existing stakes and 93 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $18.3M. The largest seller was Fidelity Investments, cutting an estimated $45.3M.

  • 242 institutional investors held WaFd (WAFD) as of Q4 2017, up from 224 in Q3 2017.
  • Funds reported $2.49B of WaFd stock for Q4 2017, up 0.77% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q4 2017 and 16 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q4 2017 was Deutsche Bank, an estimated $18.3M added.
  • The largest WaFd seller in Q4 2017 was Fidelity Investments, an estimated $45.3M sold.

Based on aggregated 13F filings for Q4 2017.