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225 hedge funds and large institutions have $1.99B invested in WaFd in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $1.9B → $1.99B (+$96.8M)

1% more funds holding

Funds holding: 223225 (+2)

2.1% less ownership

Funds ownership: 87.12%85.02% (-2.1%)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
225
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
4.87%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
67
Reduced
83
Closed
20
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$324M -$15.5M -527,532 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$252M -$4.76M -161,985 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$201M -$2.51M -85,283 -1%
State Street
4
State Street
Massachusetts
$88.8M -$519K -17,636 -0.6%
Northern Trust
5
Northern Trust
Illinois
$84.1M -$1.59K -54 -0%
Goldman Sachs
6
Goldman Sachs
New York
$63.6M +$356K +12,091 +0.6%
FCM
7
Frontier Capital Management
Massachusetts
$58.2M +$1.01M +34,445 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$38.3M -$888K -30,217 -2%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$38.3M +$107K +3,644 +0.3%
Invesco
10
Invesco
Georgia
$34.1M +$6.72M +228,701 +24%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$33.5M +$2.07M +70,307 +6%
LSV Asset Management
12
LSV Asset Management
Illinois
$33.1M +$11.5M +392,741 +52%
Brown Advisory
13
Brown Advisory
Maryland
$32.1M -$4.66M -158,336 -12%
PAM
14
Panagora Asset Management
Massachusetts
$31.4M -$307K -10,425 -0.9%
Norges Bank
15
Norges Bank
Norway
$30.8M
Principal Financial Group
16
Principal Financial Group
Iowa
$30.7M +$753K +25,616 +2%
Bank of America
17
Bank of America
North Carolina
$30M +$2.69M +91,623 +10%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$29.1M +$1.51M +51,366 +5%
Boston Partners
19
Boston Partners
Massachusetts
$25.9M +$764K +25,998 +3%
SFM
20
Systematic Financial Management
New Jersey
$25.3M +$373K +12,676 +1%
Charles Schwab
21
Charles Schwab
California
$20.5M +$1.16M +39,537 +6%
Ameriprise
22
Ameriprise
Minnesota
$19.8M -$4.25M -144,393 -17%
TA
23
Teachers Advisors
New York
$18M -$75.6K -2,572 -0.4%
ClearBridge Investments
24
ClearBridge Investments
New York
$17.4M +$462K +15,700 +3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$15.6M -$51.9K -1,766 -0.3%

WAFD Hedge Fund Activity: Q1 2019 in Review

225 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2019, worth a combined $1.99B — up 5.1% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WAFD positions and 20 closed out — a net gain of 3 holders — while 67 added to existing stakes and 83 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $11.5M. The largest seller was BlackRock, cutting an estimated $15.5M.

  • 225 institutional investors held WaFd (WAFD) as of Q1 2019, up from 223 in Q4 2018.
  • Funds reported $1.99B of WaFd stock for Q1 2019, up 5.1% quarter-over-quarter.
  • 23 funds opened new WaFd positions in Q1 2019 and 20 closed out, a net change of +3 holders.
  • The largest WaFd buyer in Q1 2019 was LSV Asset Management, an estimated $11.5M added.
  • The largest WaFd seller in Q1 2019 was BlackRock, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2019.