We are live on ! Find out more

210 hedge funds and large institutions have $1.91B invested in WaFd in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more call options, than puts

Call options by funds: $277K | Put options by funds: $47K

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more capital invested

Capital invested by funds: $1.71B → $1.91B (+$194M)

9% more funds holding

Funds holding: 192210 (+18)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
6.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
35
Increased
65
Reduced
75
Closed
17
Calls
$277K
Puts
$47K
Net Calls
+$230K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$15.4M -$494K -21,763 -3%
HA
27
Heartland Advisors
Wisconsin
$14.6M +$516K +22,738 +4%
Prudential Financial
28
Prudential Financial
New Jersey
$14.3M +$1.36M +59,800 +11%
RA
29
Royce & Associates
New York
$14.3M +$477K +21,000 +4%
Deutsche Bank
30
Deutsche Bank
Germany
$12.1M +$199K +8,754 +2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$11.9M +$3.05M +134,442 +37%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$11.8M +$1.23M +53,954 +12%
GC
33
Guggenheim Capital
Illinois
$11.7M -$6.19M -272,622 -35%
Wells Fargo
34
Wells Fargo
California
$11.4M -$330K -14,520 -3%
Renaissance Technologies
35
Renaissance Technologies
New York
$10.1M -$1.02M -44,700 -9%
DVM
36
Dreman Value Management
Florida
$9.03M +$1.09M +47,961 +14%
LSC
37
Lesa Sroufe & Co
Washington
$9.01M -$211K -9,289 -2%
HAI
38
Hennessy Advisors Inc
California
$7.57M +$1.25M +55,000 +20%
SGCIA
39
Smith Graham & Co Investment Advisors
Texas
$7.36M -$14.9K -657 -0.2%
BIM
40
BlackRock Investment Management
Delaware
$6.91M -$147K -6,459 -2%
KCM
41
Kennedy Capital Management
Missouri
$6.82M -$307K -13,528 -4%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$6.66M
CEP
43
Chicago Equity Partners
Illinois
$6.5M +$647K +28,475 +11%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$6.1M -$668K -29,400 -10%
Principal Financial Group
45
Principal Financial Group
Iowa
$5.98M -$13.3K -587 -0.2%
SAIG
46
Semper Augustus Investments Group
Colorado
$5.54M -$3.41K -150 -0.1%
State of Tennessee, Department of Treasury
47
State of Tennessee, Department of Treasury
Tennessee
$5.36M
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$5.2M +$2.73K +120 +0.1%
Goldman Sachs
49
Goldman Sachs
New York
$5.02M +$82.1K +3,614 +2%
AIG
50
American International Group
New York
$4.91M -$175K -7,716 -4%

WAFD Hedge Fund Activity: Q4 2013 in Review

210 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2013, worth a combined $1.91B — up 11% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WAFD positions and 17 closed out — a net gain of 18 holders — while 65 added to existing stakes and 75 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $9.17M. The largest seller was Allianz Asset Management, cutting an estimated $18M.

  • 210 institutional investors held WaFd (WAFD) as of Q4 2013, up from 192 in Q3 2013.
  • Funds reported $1.91B of WaFd stock for Q4 2013, up 11% quarter-over-quarter.
  • 35 funds opened new WaFd positions in Q4 2013 and 17 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $9.17M added.
  • The largest WaFd seller in Q4 2013 was Allianz Asset Management, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2013.