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247 hedge funds and large institutions have $2.5B invested in WaFd in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

2% more funds holding

Funds holding: 242247 (+5)

0% more capital invested

Capital invested by funds: $2.49B → $2.5B (+$10M)

0.28% more ownership

Funds ownership: 83.67%83.96% (+0.28%)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

Holders
247
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
31
Increased
68
Reduced
94
Closed
23
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$363M +$22.3M +627,303 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M +$5.17M +145,720 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$253M -$1.92M -54,178 -0.7%
State Street
4
State Street
Massachusetts
$132M +$1.86M +52,399 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$107M -$96M -2,705,124 -47%
Northern Trust
6
Northern Trust
Illinois
$103M -$674K -18,975 -0.6%
Goldman Sachs
7
Goldman Sachs
New York
$69.3M -$2.35M -66,172 -3%
FCM
8
Frontier Capital Management
Massachusetts
$65.1M +$3.37M +95,052 +5%
PAM
9
Panagora Asset Management
Massachusetts
$47.8M +$7.92M +222,963 +19%
Principal Financial Group
10
Principal Financial Group
Iowa
$45M +$5.07M +142,766 +12%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$41.4M -$472K -13,283 -1%
SFM
12
Systematic Financial Management
New Jersey
$38.3M -$457K -12,862 -1%
Norges Bank
13
Norges Bank
Norway
$36.9M -$1.1M -31,005 -3%
Brown Advisory
14
Brown Advisory
Maryland
$33.1M +$34M +958,019 New
Allianz Asset Management
15
Allianz Asset Management
Germany
$29.9M +$628K +17,697 +2%
Ameriprise
16
Ameriprise
Minnesota
$29.8M -$1.78M -50,151 -6%
Boston Partners
17
Boston Partners
Massachusetts
$28M +$153K +4,311 +0.5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$27.2M +$459K +12,914 +2%
CLM
19
ClearBridge LLC (Maryland)
Maryland
$26.3M -$499K -14,050 -2%
TA
20
Teachers Advisors
New York
$24.7M +$192K +5,412 +0.8%
FP
21
Foundry Partners
Minnesota
$24.7M +$1.57M +44,135 +7%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$22.9M
JP Morgan Chase
23
JP Morgan Chase
New York
$22.8M +$638K +17,976 +3%
LSV Asset Management
24
LSV Asset Management
Illinois
$21.9M +$7.34M +206,600 +49%
Bank of America
25
Bank of America
North Carolina
$21.5M +$8.22M +231,530 +59%

WAFD Hedge Fund Activity: Q1 2018 in Review

247 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2018, worth a combined $2.5B — up 0.4% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 23 closed out — a net gain of 8 holders — while 68 added to existing stakes and 94 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $96M.

  • 247 institutional investors held WaFd (WAFD) as of Q1 2018, up from 242 in Q4 2017.
  • Funds reported $2.5B of WaFd stock for Q1 2018, up 0.4% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q1 2018 and 23 closed out, a net change of +8 holders.
  • The largest WaFd buyer in Q1 2018 was Brown Advisory, an estimated $34M added.
  • The largest WaFd seller in Q1 2018 was Fidelity Investments, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2018.