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209 hedge funds and large institutions have $1.91B invested in WaFd in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $326K | Put options by funds: $47K

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0% more capital invested

Capital invested by funds: $1.91B → $1.91B (+$7.56M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0% less funds holding

Funds holding: 210209 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
209
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
78
Reduced
74
Closed
17
Calls
$326K
Puts
$47K
Net Calls
+$279K
Net Calls Change
+$49K
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
26
Managed Account Advisors
New Jersey
$15M -$746K -32,877 -5%
Boston Partners
27
Boston Partners
Massachusetts
$15M -$470K -20,693 -3%
HA
28
Heartland Advisors
Wisconsin
$14.7M +$8.33K +367 +0.1%
Prudential Financial
29
Prudential Financial
New Jersey
$13.8M -$488K -21,500 -4%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$13M +$1.15M +50,757 +10%
GC
31
Guggenheim Capital
Illinois
$11.9M +$161K +7,103 +1%
Wells Fargo
32
Wells Fargo
California
$11.7M +$250K +11,029 +2%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$11.5M +$263K +11,600 +2%
KCM
34
Kennedy Capital Management
Missouri
$11.3M +$4.37M +192,751 +66%
JP Morgan Chase
35
JP Morgan Chase
New York
$10.6M +$6.28M +276,710 +156%
HAI
36
Hennessy Advisors Inc
California
$10.3M +$2.61M +115,000 +35%
DVM
37
Dreman Value Management
Florida
$9.28M +$273K +12,022 +3%
LSC
38
Lesa Sroufe & Co
Washington
$8.73M -$271K -11,951 -3%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$7.4M +$1.27M +56,000 +21%
Deutsche Bank
40
Deutsche Bank
Germany
$7.4M -$4.56M -201,049 -39%
AIG
41
American International Group
New York
$7.09M +$2.12M +93,428 +44%
BIM
42
BlackRock Investment Management
Delaware
$6.88M -$22.8K -1,005 -0.3%
SGCIA
43
Smith Graham & Co Investment Advisors
Texas
$6.88M -$467K -20,570 -7%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$6.67M
Principal Financial Group
45
Principal Financial Group
Iowa
$6.34M +$349K +15,361 +6%
First Trust Advisors
46
First Trust Advisors
Illinois
$5.61M +$747K +32,944 +16%
SAIG
47
Semper Augustus Investments Group
Colorado
$5.54M
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$5.36M +$153K +6,724 +3%
Renaissance Technologies
49
Renaissance Technologies
New York
$5.33M -$4.62M -203,650 -47%
Goldman Sachs
50
Goldman Sachs
New York
$5.32M +$284K +12,523 +6%

WAFD Hedge Fund Activity: Q1 2014 in Review

209 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2014, worth a combined $1.91B — up 0.4% from $1.91B a quarter earlier.

Fund positioning in WAFD was balanced in Q1 2014: 17 funds opened new positions, 17 closed out, 78 added to existing stakes and 74 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $9.43M. The largest seller was Perkins Investment Management, cutting an estimated $6.64M.

  • 209 institutional investors held WaFd (WAFD) as of Q1 2014, down from 210 in Q4 2013.
  • Funds reported $1.91B of WaFd stock for Q1 2014, up 0.4% quarter-over-quarter.
  • 17 funds opened new WaFd positions in Q1 2014 and 17 closed out, a net change of 0 holders.
  • The largest WaFd buyer in Q1 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $9.43M added.
  • The largest WaFd seller in Q1 2014 was Perkins Investment Management, an estimated $6.64M sold.

Based on aggregated 13F filings for Q1 2014.