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242 hedge funds and large institutions have $2.42B invested in WaFd in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

2% more funds holding

Funds holding: 237242 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.51B → $2.42B (-$88.5M)

1.13% less ownership

Funds ownership: 85.33%84.21% (-1.1%)

29% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 100

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.67M

Holders
242
Holders Change
+5
Holders Change %
+2.11%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
71
Reduced
100
Closed
16
Calls
Puts
$3.67M
Net Calls
-$3.67M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$365M -$5.53M -150,504 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$289M -$10.8M -294,913 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$240M -$6.39M -173,998 -3%
State Street
4
State Street
Massachusetts
$102M -$2.23M -60,658 -2%
Goldman Sachs
5
Goldman Sachs
New York
$78.3M +$2.31M +62,926 +3%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$76M +$7.26M +197,657 +11%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$69.7M -$1.12M -30,587 -2%
FCM
8
Frontier Capital Management
Massachusetts
$61.6M -$197K -5,352 -0.3%
JP Morgan Chase
9
JP Morgan Chase
New York
$54.5M -$6.92M -188,459 -11%
First Trust Advisors
10
First Trust Advisors
Illinois
$50.1M +$8.09M +220,366 +19%
Northern Trust
11
Northern Trust
Illinois
$48.9M -$711K -19,368 -1%
Invesco
12
Invesco
Georgia
$48.4M +$4.51M +122,863 +10%
WHG
13
Westwood Holdings Group
Texas
$48.2M +$1.15M +31,302 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$42.5M +$1.1M +30,051 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$39.1M -$1.69M -45,937 -4%
Principal Financial Group
16
Principal Financial Group
Iowa
$38.6M +$1.7M +46,317 +5%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$37.4M +$4.14M +112,690 +12%
Norges Bank
18
Norges Bank
Norway
$34.6M
SFM
19
Systematic Financial Management
New Jersey
$34.4M +$3.93M +107,137 +13%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$31.9M +$3.31M +90,077 +12%
Boston Partners
21
Boston Partners
Massachusetts
$31.6M -$14.8K -403 -0%
Brown Advisory
22
Brown Advisory
Maryland
$29.4M -$5.01M -136,510 -15%
Charles Schwab
23
Charles Schwab
California
$26.3M -$112K -3,058 -0.4%
ClearBridge Investments
24
ClearBridge Investments
New York
$23.9M +$5M +136,041 +26%
Ameriprise
25
Ameriprise
Minnesota
$23.9M -$2.7M -73,532 -10%

WAFD Hedge Fund Activity: Q4 2019 in Review

242 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2019, worth a combined $2.42B — down 3.5% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WAFD positions and 16 closed out — a net gain of 12 holders — while 71 added to existing stakes and 100 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.22M. The largest seller was LSV Asset Management, cutting an estimated $35M.

  • 242 institutional investors held WaFd (WAFD) as of Q4 2019, up from 237 in Q3 2019.
  • Funds reported $2.42B of WaFd stock for Q4 2019, down 3.5% quarter-over-quarter.
  • 28 funds opened new WaFd positions in Q4 2019 and 16 closed out, a net change of +12 holders.
  • The largest WaFd buyer in Q4 2019 was Citadel Advisors, an estimated $8.22M added.
  • The largest WaFd seller in Q4 2019 was LSV Asset Management, an estimated $35M sold.

Based on aggregated 13F filings for Q4 2019.