WaFd
WAFD
218 hedge funds and large institutions have $1.87B invested in WaFd in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 13 closing their positions.
246% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 13
23% more call options, than puts
Call options by funds: $389K | Put options by funds: $317K
16% more funds holding
Funds holding: 188 → 218 (+30)
14% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 65
3% more capital invested
Capital invested by funds: $1.82B → $1.87B (+$47.8M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.8M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$15M |
| 3 |
Goldman Sachs
New York
|
+$12.7M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$11.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$41.8M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$29.8M |
| 3 |
State Street
Boston,
Massachusetts
|
-$29.2M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$16.8M |
| 5 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
-$12.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
226
Capstone Asset Management
Houston,
Texas
| – | -$217K | -9,528 | Closed |
|
227
Schroder Investment Management Group
London,
United Kingdom
| – | -$46K | -2,000 | Closed |
|
|
W
228
Wealthfront
Palo Alto,
California
| – | -$22K | -960 | Closed |
|
|
SA
229
SRH Advisors
Salina,
Kansas
| – | -$4K | -195 | Closed |
|
|
SSB
230
Sandy Spring Bank
Olney,
Maryland
| – | -$2K | -78 | Closed |
|
231
AssetMark Inc
Concord,
California
| – | +$222 | +9 | New |
|
WAFD Hedge Fund Activity: Q4 2015 in Review
218 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2015, worth a combined $1.87B — up 2.6% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new WAFD positions and 13 closed out — a net gain of 32 holders — while 74 added to existing stakes and 65 trimmed.
The largest buyer was Vanguard Group, adding an estimated $16.8M. The largest seller was Sprucegrove Investment Management, cutting an estimated $41.8M.
- 218 institutional investors held WaFd (WAFD) as of Q4 2015, up from 188 in Q3 2015.
- Funds reported $1.87B of WaFd stock for Q4 2015, up 2.6% quarter-over-quarter.
- 45 funds opened new WaFd positions in Q4 2015 and 13 closed out, a net change of +32 holders.
- The largest WaFd buyer in Q4 2015 was Vanguard Group, an estimated $16.8M added.
- The largest WaFd seller in Q4 2015 was Sprucegrove Investment Management, an estimated $41.8M sold.
Based on aggregated 13F filings for Q4 2015.