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231 hedge funds and large institutions have $2.31B invested in WaFd in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 84.56%86.3% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.31B → $2.31B (-$6.14M)

2% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 84

3% less funds holding

Funds holding: 239231 (-8)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
82
Reduced
84
Closed
25
Calls
$502K
Puts
Net Calls
+$502K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$374M -$3.24M -96,248 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$297M -$3.01M -89,359 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$228M -$2.73M -80,997 -1%
State Street
4
State Street
Massachusetts
$111M -$10.1M -301,223 -8%
Northern Trust
5
Northern Trust
Illinois
$90.7M -$3.73M -110,927 -4%
Goldman Sachs
6
Goldman Sachs
New York
$68.4M -$3.08M -91,610 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$67.7M +$11M +327,783 +18%
FCM
8
Frontier Capital Management
Massachusetts
$63.4M +$5.49M +163,057 +9%
Brown Advisory
9
Brown Advisory
Maryland
$43.6M +$9.25M +274,693 +25%
Principal Financial Group
10
Principal Financial Group
Iowa
$40.7M -$1.67M -49,548 -4%
PAM
11
Panagora Asset Management
Massachusetts
$38.6M +$1.43M +42,561 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$37.2M -$283K -8,406 -0.7%
Norges Bank
13
Norges Bank
Norway
$34.2M
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$33.8M +$13.2M +392,860 +59%
Bank of America
15
Bank of America
North Carolina
$29.3M -$951K -28,258 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$28.7M +$1.43M +42,404 +5%
Allianz Asset Management
17
Allianz Asset Management
Germany
$26.4M -$590K -17,517 -2%
Boston Partners
18
Boston Partners
Massachusetts
$25.9M +$490K +14,557 +2%
Ameriprise
19
Ameriprise
Minnesota
$24.8M +$2.12M +63,012 +9%
SFM
20
Systematic Financial Management
New Jersey
$24.2M +$235K +6,977 +0.9%
ClearBridge Investments
21
ClearBridge Investments
New York
$22.8M +$23.9M +711,267 +948,356%
LSV Asset Management
22
LSV Asset Management
Illinois
$22.4M +$222K +6,600 +1%
TA
23
Teachers Advisors
New York
$21.9M +$81.2K +2,414 +0.4%
Invesco
24
Invesco
Georgia
$21.8M +$17.5M +520,485 +325%
Charles Schwab
25
Charles Schwab
California
$21.7M +$891K +26,487 +4%

WAFD Hedge Fund Activity: Q3 2018 in Review

231 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2018, worth a combined $2.31B — down 0.27% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WAFD and 19 opened new positions — a net loss of 6 holders — while 84 trimmed existing stakes and 82 added.

The largest buyer was ClearBridge Investments, adding an estimated $23.9M. The largest seller was State Street, cutting an estimated $10.1M.

  • 231 institutional investors held WaFd (WAFD) as of Q3 2018, down from 239 in Q2 2018.
  • Funds reported $2.31B of WaFd stock for Q3 2018, down 0.27% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q3 2018 and 25 closed out, a net change of -6 holders.
  • The largest WaFd buyer in Q3 2018 was ClearBridge Investments, an estimated $23.9M added.
  • The largest WaFd seller in Q3 2018 was State Street, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.