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192 hedge funds and large institutions have $1.71B invested in WaFd in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more call options, than puts

Call options by funds: $504K | Put options by funds: $74K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.56B → $1.71B (+$148M)

7% more funds holding

Funds holding: 179192 (+13)

9% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 64

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
192
Holders Change
+13
Holders Change %
+7.26%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
70
Reduced
64
Closed
17
Calls
$504K
Puts
$74K
Net Calls
+$430K
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Heartland Advisors
Wisconsin
$12.5M -$229K -10,771 -2%
Citadel Advisors
27
Citadel Advisors
Florida
$12.3M +$6.18M +290,916 +96%
RA
28
Royce & Associates
New York
$12.2M -$202K -9,500 -2%
Prudential Financial
29
Prudential Financial
New Jersey
$11.5M +$859K +40,414 +8%
Deutsche Bank
30
Deutsche Bank
Germany
$10.5M -$22.6M -1,064,879 -68%
Wells Fargo
31
Wells Fargo
California
$10.5M -$2.62M -123,389 -20%
Renaissance Technologies
32
Renaissance Technologies
New York
$9.86M +$7.7M +362,188 +316%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$9.38M +$447K +21,026 +5%
LSC
34
Lesa Sroufe & Co
Washington
$8.19M +$84.2K +3,961 +1%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$7.58M +$869K +40,900 +13%
DVM
36
Dreman Value Management
Florida
$7M +$7.19M +338,324 New
SGCIA
37
Smith Graham & Co Investment Advisors
Texas
$6.55M -$64.4K -3,030 -0.9%
KCM
38
Kennedy Capital Management
Missouri
$6.33M -$158K -7,456 -2%
DRZID
39
DePrince Race & Zollo Inc (DRZ)
Florida
$6.32M +$4.68M +220,350 +259%
BIM
40
BlackRock Investment Management
Delaware
$6.26M +$491K +23,114 +8%
ARC
41
Absolute Return Capital
Massachusetts
$6.08M +$4.14M +194,981 +197%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$6.02M +$2.22M +104,500 +56%
JP Morgan Chase
43
JP Morgan Chase
New York
$5.96M +$1.75M +82,435 +40%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$5.92M +$97.8K +4,600 +2%
HAI
45
Hennessy Advisors Inc
California
$5.58M +$2.98M +140,000 +108%
Principal Financial Group
46
Principal Financial Group
Iowa
$5.32M +$6.23K +293 +0.1%
CEP
47
Chicago Equity Partners
Illinois
$5.18M +$5.32M +250,470 New
SAIG
48
Semper Augustus Investments Group
Colorado
$4.92M
State of Tennessee, Department of Treasury
49
State of Tennessee, Department of Treasury
Tennessee
$4.76M +$4.89M +230,000 New
Millennium Management
50
Millennium Management
New York
$4.67M +$4.8M +226,084 New

WAFD Hedge Fund Activity: Q3 2013 in Review

192 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2013, worth a combined $1.71B — up 9.5% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 17 closed out — a net gain of 14 holders — while 70 added to existing stakes and 64 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $16.1M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $24.8M sold.

  • 192 institutional investors held WaFd (WAFD) as of Q3 2013, up from 179 in Q2 2013.
  • Funds reported $1.71B of WaFd stock for Q3 2013, up 9.5% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q3 2013 and 17 closed out, a net change of +14 holders.
  • The largest WaFd buyer in Q3 2013 was Edge Asset Management, an estimated $16.1M added.
  • The largest WaFd seller in Q3 2013 was Lord, Abbett & Co, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2013.