WaFd
WAFD
239 hedge funds and large institutions have $2.31B invested in WaFd in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 28 closing their positions.
0.6% more ownership
Funds ownership: 83.96% → 84.56% (+0.6%)
3% less funds holding
Funds holding: 247 → 239 (-8)
7% less capital invested
Capital invested by funds: $2.5B → $2.31B (-$185M)
13% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 92
21% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 28
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$42.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$7.54M |
| 4 |
Goldman Sachs
New York
|
+$7.42M |
| 5 |
D.E. Shaw & Co
New York
|
+$6.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.6M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$17.4M |
| 3 |
Lazard Asset Management
New York
|
-$13.6M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$11.8M |
| 5 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$9.17M |
WAFD Hedge Fund Activity: Q2 2018 in Review
239 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2018, worth a combined $2.31B — down 7.4% from $2.5B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WAFD and 22 opened new positions — a net loss of 6 holders — while 92 trimmed existing stakes and 80 added.
The largest buyer was BlackRock, adding an estimated $42.3M. The largest seller was Fidelity Investments, cutting an estimated $42.6M.
- 239 institutional investors held WaFd (WAFD) as of Q2 2018, down from 247 in Q1 2018.
- Funds reported $2.31B of WaFd stock for Q2 2018, down 7.4% quarter-over-quarter.
- 22 funds opened new WaFd positions in Q2 2018 and 28 closed out, a net change of -6 holders.
- The largest WaFd buyer in Q2 2018 was BlackRock, an estimated $42.3M added.
- The largest WaFd seller in Q2 2018 was Fidelity Investments, an estimated $42.6M sold.
Based on aggregated 13F filings for Q2 2018.