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187 hedge funds and large institutions have $1.82B invested in WaFd in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $1.72B → $1.82B (+$97.8M)

2% more funds holding

Funds holding: 184187 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

32% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 79

Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
54
Reduced
79
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$13.1M +$191K +8,904 +2%
BIM
27
BlackRock Investment Management
Delaware
$12.2M -$176K -8,232 -1%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$12.1M +$4.04M +188,600 +53%
SBH
29
Segall Bryant & Hamill
Illinois
$11.1M +$240K +11,221 +2%
Chevy Chase Trust
30
Chevy Chase Trust
Maryland
$10.5M +$10.1M +472,017 New
HAI
31
Hennessy Advisors Inc
California
$10.2M
KCM
32
Kennedy Capital Management
Missouri
$9.82M -$214K -10,001 -2%
TCIM
33
TIAA CREF Investment Management
New York
$9.38M -$387K -18,087 -4%
DVM
34
Dreman Value Management
Florida
$9.3M +$545K +25,464 +6%
Prudential Financial
35
Prudential Financial
New Jersey
$8.6M -$225K -10,500 -3%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$7.82M +$55.6K +2,600 +0.7%
LSC
37
Lesa Sroufe & Co
Washington
$7.63M -$659K -30,779 -8%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$7.58M +$2.28M +106,624 +45%
Charles Schwab
39
Charles Schwab
California
$7.51M +$188K +8,788 +3%
Principal Financial Group
40
Principal Financial Group
Iowa
$5.96M -$67.4K -3,149 -1%
HAM
41
Hillcrest Asset Management
Texas
$5.86M +$50.7K +2,369 +0.9%
AIG
42
American International Group
New York
$5.77M -$1.95M -90,954 -26%
SGCIA
43
Smith Graham & Co Investment Advisors
Texas
$5.76M -$343K -16,050 -6%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$5.76M +$1.6M +74,656 +40%
NFA
45
Nationwide Fund Advisors
Ohio
$5.72M -$95K -4,441 -2%
SAIG
46
Semper Augustus Investments Group
Colorado
$5.39M -$41K -1,917 -0.8%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$5.17M -$518K -24,200 -9%
NI
48
Numeric Investors
Massachusetts
$4.52M -$454K -21,223 -9%
MCM
49
Maltese Capital Management
New York
$4.46M +$206K +9,638 +5%
Renaissance Technologies
50
Renaissance Technologies
New York
$4.26M +$1.03M +48,190 +33%

WAFD Hedge Fund Activity: Q4 2014 in Review

187 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2014, worth a combined $1.82B — up 5.7% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 19 closed out — a net gain of 7 holders — while 54 added to existing stakes and 79 trimmed.

The largest buyer was Baird, opening a new position worth an estimated $27.1M. The largest seller was Hermes Investment Management, exiting entirely with an estimated $32.5M sold.

  • 187 institutional investors held WaFd (WAFD) as of Q4 2014, up from 184 in Q3 2014.
  • Funds reported $1.82B of WaFd stock for Q4 2014, up 5.7% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q4 2014 and 19 closed out, a net change of +7 holders.
  • The largest WaFd buyer in Q4 2014 was Baird, an estimated $27.1M added.
  • The largest WaFd seller in Q4 2014 was Hermes Investment Management, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2014.