We are live on ! Find out more

201 hedge funds and large institutions have $1.29B invested in WaFd in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $2K | Put options by funds: $2K

1.35% less ownership

Funds ownership: 83.64%82.29% (-1.4%)

4% less funds holding

Funds holding: 210201 (-9)

24% less capital invested

Capital invested by funds: $1.7B → $1.29B (-$409M)

30% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 27

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
4.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
53
Reduced
87
Closed
27
Calls
$2K
Puts
$2K
Net Calls
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$186M -$8.42M -357,389 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$156M -$10.8M -458,595 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$125M -$4.38M -185,969 -3%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$87.2M +$11.6M +492,919 +13%
State Street
5
State Street
Massachusetts
$54.9M -$4.25M -180,277 -6%
Goldman Sachs
6
Goldman Sachs
New York
$48.5M +$2.96M +125,675 +6%
WHG
7
Westwood Holdings Group
Texas
$41.1M +$9.35M +396,760 +25%
FCM
8
Frontier Capital Management
Massachusetts
$35M +$565K +23,982 +1%
Northern Trust
9
Northern Trust
Illinois
$32.9M -$2.94M -124,698 -7%
Principal Financial Group
10
Principal Financial Group
Iowa
$29.6M +$3.88M +164,569 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$24.1M -$977K -41,435 -3%
Citadel Advisors
12
Citadel Advisors
Florida
$22.8M +$24.6M +1,045,707 +2,314%
JP Morgan Chase
13
JP Morgan Chase
New York
$21.4M -$5.01M -212,496 -17%
SFM
14
Systematic Financial Management
New Jersey
$20.9M +$1.78M +75,590 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$19.9M -$1.42M -60,411 -6%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$17.8M -$5.05M -214,266 -20%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$17.2M -$4.27M -181,256 -18%
ClearBridge Investments
18
ClearBridge Investments
New York
$16.9M -$93.3K -3,958 -0.5%
Norges Bank
19
Norges Bank
Norway
$16.9M -$1.64M -69,573 -8%
Brown Advisory
20
Brown Advisory
Maryland
$15.3M -$166K -7,043 -0.9%
Charles Schwab
21
Charles Schwab
California
$14.9M +$17K +720 +0.1%
Ameriprise
22
Ameriprise
Minnesota
$13.5M -$334K -14,180 -2%
Victory Capital Management
23
Victory Capital Management
Texas
$12.2M -$107K -4,526 -0.8%
Boston Partners
24
Boston Partners
Massachusetts
$12M -$1.2M -50,992 -8%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$11.7M +$749K +31,796 +6%

WAFD Hedge Fund Activity: Q3 2020 in Review

201 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2020, worth a combined $1.29B — down 24% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of WAFD and 19 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 53 added.

The largest buyer was Citadel Advisors, adding an estimated $24.6M. The largest seller was Invesco, cutting an estimated $23.5M.

  • 201 institutional investors held WaFd (WAFD) as of Q3 2020, down from 210 in Q2 2020.
  • Funds reported $1.29B of WaFd stock for Q3 2020, down 24% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q3 2020 and 27 closed out, a net change of -8 holders.
  • The largest WaFd buyer in Q3 2020 was Citadel Advisors, an estimated $24.6M added.
  • The largest WaFd seller in Q3 2020 was Invesco, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2020.