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210 hedge funds and large institutions have $1.7B invested in WaFd in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $251K | Put options by funds: $56K

1.23% more ownership

Funds ownership: 82.41%83.64% (+1.2%)

2% more capital invested

Capital invested by funds: $1.66B → $1.7B (+$38.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 226210 (-16)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
210
Holders Change
-16
Holders Change %
-7.08%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
72
Reduced
80
Closed
34
Calls
$251K
Puts
$56K
Net Calls
+$195K
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$249M -$13.9M -538,115 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$213M -$4.19M -162,708 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$165M -$2.28M -88,542 -1%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$98.9M +$15M +582,297 +19%
State Street
5
State Street
Massachusetts
$75.5M +$617K +23,957 +0.9%
Goldman Sachs
6
Goldman Sachs
New York
$59M +$4.49M +174,433 +9%
Northern Trust
7
Northern Trust
Illinois
$45.7M +$10.9M +423,037 +33%
FCM
8
Frontier Capital Management
Massachusetts
$44.4M +$685K +26,610 +2%
WHG
9
Westwood Holdings Group
Texas
$42.2M +$7.37M +286,089 +22%
Principal Financial Group
10
Principal Financial Group
Iowa
$33.7M +$6.92M +268,612 +27%
JP Morgan Chase
11
JP Morgan Chase
New York
$33.5M -$334K -12,983 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$32.1M -$696K -27,017 -2%
Invesco
13
Invesco
Georgia
$31.4M -$2.76M -107,014 -8%
Robeco Institutional Asset Management
14
Robeco Institutional Asset Management
Netherlands
$28.6M -$18.9M -733,724 -41%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$27.2M -$787K -30,533 -3%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$27M -$992K -38,504 -4%
SFM
17
Systematic Financial Management
New Jersey
$24.8M +$874K +33,930 +4%
Norges Bank
18
Norges Bank
Norway
$23.6M -$1.02M -39,683 -4%
ClearBridge Investments
19
ClearBridge Investments
New York
$21.9M +$4.21M +163,344 +25%
Brown Advisory
20
Brown Advisory
Maryland
$19.9M +$1.19M +46,301 +7%
Charles Schwab
21
Charles Schwab
California
$19.1M -$1.26M -48,887 -6%
Ameriprise
22
Ameriprise
Minnesota
$17.8M +$150K +5,818 +0.9%
Boston Partners
23
Boston Partners
Massachusetts
$16.7M -$4.29M -166,416 -21%
Victory Capital Management
24
Victory Capital Management
Texas
$15.8M -$13.6M -528,186 -47%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$14.1M +$4.6M +178,443 +51%

WAFD Hedge Fund Activity: Q2 2020 in Review

210 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2020, worth a combined $1.7B — up 2.3% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WAFD and 19 opened new positions — a net loss of 15 holders — while 80 trimmed existing stakes and 72 added.

The largest buyer was Janus Henderson Group, adding an estimated $15M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $18.9M.

  • 210 institutional investors held WaFd (WAFD) as of Q2 2020, down from 226 in Q1 2020.
  • Funds reported $1.7B of WaFd stock for Q2 2020, up 2.3% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q2 2020 and 34 closed out, a net change of -15 holders.
  • The largest WaFd buyer in Q2 2020 was Janus Henderson Group, an estimated $15M added.
  • The largest WaFd seller in Q2 2020 was Robeco Institutional Asset Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2020.