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237 hedge funds and large institutions have $2.51B invested in WaFd in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 218237 (+19)

6% more capital invested

Capital invested by funds: $2.37B → $2.51B (+$132M)

0.78% more ownership

Funds ownership: 84.55%85.33% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $3.7M

Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
63
Reduced
90
Closed
11
Calls
$1.53M
Puts
$3.7M
Net Calls
-$2.17M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$374M -$38.1M -1,067,522 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$303M -$7.95M -222,606 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$249M -$6.31M -176,648 -3%
State Street
4
State Street
Massachusetts
$106M -$2.77M -77,459 -3%
Goldman Sachs
5
Goldman Sachs
New York
$76.7M -$2.24M -62,745 -3%
Robeco Institutional Asset Management
6
Robeco Institutional Asset Management
Netherlands
$71.5M +$69M +1,932,060 New
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$69.4M +$1.79M +50,128 +3%
FCM
8
Frontier Capital Management
Massachusetts
$62.3M -$7.91M -221,496 -12%
JP Morgan Chase
9
JP Morgan Chase
New York
$62M +$8.32M +232,973 +16%
Northern Trust
10
Northern Trust
Illinois
$50.1M -$20.9M -585,785 -30%
WHG
11
Westwood Holdings Group
Texas
$47.5M +$33.1M +926,490 +258%
LSV Asset Management
12
LSV Asset Management
Illinois
$44.6M +$738K +20,661 +2%
Invesco
13
Invesco
Georgia
$44.3M +$2.41M +67,378 +6%
First Trust Advisors
14
First Trust Advisors
Illinois
$42.4M +$226K +6,333 +0.6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$41.8M -$268K -7,505 -0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$41.2M -$1.44M -40,331 -3%
Principal Financial Group
17
Principal Financial Group
Iowa
$37.2M -$20.4K -572 -0.1%
Norges Bank
18
Norges Bank
Norway
$34.9M -$3.37M -94,250 -9%
Brown Advisory
19
Brown Advisory
Maryland
$34.7M -$5.96M -166,949 -15%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$33.6M +$13.4M +374,498 +70%
Boston Partners
21
Boston Partners
Massachusetts
$31.9M -$743K -20,802 -2%
SFM
22
Systematic Financial Management
New Jersey
$30.7M -$378K -10,584 -1%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$28.9M +$4.98M +139,370 +22%
Ameriprise
24
Ameriprise
Minnesota
$26.9M +$1.42M +39,713 +6%
Charles Schwab
25
Charles Schwab
California
$26.6M +$563K +15,753 +2%

WAFD Hedge Fund Activity: Q3 2019 in Review

237 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2019, worth a combined $2.51B — up 5.5% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 11 closed out — a net gain of 20 holders — while 63 added to existing stakes and 90 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $69M. The largest seller was BlackRock, cutting an estimated $38.1M.

  • 237 institutional investors held WaFd (WAFD) as of Q3 2019, up from 218 in Q2 2019.
  • Funds reported $2.51B of WaFd stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q3 2019 and 11 closed out, a net change of +20 holders.
  • The largest WaFd buyer in Q3 2019 was Robeco Institutional Asset Management, an estimated $69M added.
  • The largest WaFd seller in Q3 2019 was BlackRock, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2019.