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192 hedge funds and large institutions have $1.87B invested in WaFd in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

6% more capital invested

Capital invested by funds: $1.76B → $1.87B (+$109M)

3% more funds holding

Funds holding: 187192 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

28% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 81

64% less call options, than puts

Call options by funds: $296K | Put options by funds: $829K

Holders
192
Holders Change
+5
Holders Change %
+2.67%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
58
Reduced
81
Closed
14
Calls
$296K
Puts
$829K
Net Calls
-$533K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$14M -$108K -4,798 -0.8%
EAM
27
Edge Asset Management
Washington
$13.7M -$460K -20,549 -3%
BIM
28
BlackRock Investment Management
Delaware
$13.4M +$404K +18,036 +3%
SBH
29
Segall Bryant & Hamill
Illinois
$12.7M -$235K -10,479 -2%
HA
30
Heartland Advisors
Wisconsin
$12.5M -$52.4K -2,340 -0.4%
Deutsche Bank
31
Deutsche Bank
Germany
$12.1M +$11.6M +515,850 +16,340%
KCM
32
Kennedy Capital Management
Missouri
$10.6M -$529K -23,623 -5%
HAI
33
Hennessy Advisors Inc
California
$9.57M -$616K -27,500 -6%
CLM
34
ClearBridge LLC (Maryland)
Maryland
$9.4M
Charles Schwab
35
Charles Schwab
California
$9.14M +$472K +21,056 +6%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$8.84M +$2.1M +93,585 +33%
AP
37
AHL Partners
United Kingdom
$8.01M +$7.34M +327,770 +2,125%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$7.64M -$1.19M -52,940 -14%
TCIM
39
TIAA CREF Investment Management
New York
$7.61M -$1.99M -88,755 -21%
LSC
40
Lesa Sroufe & Co
Washington
$7.58M -$596K -26,596 -8%
NFA
41
Nationwide Fund Advisors
Ohio
$6.98M +$976K +43,574 +17%
Principal Financial Group
42
Principal Financial Group
Iowa
$6.68M +$33.7K +1,505 +0.5%
HAM
43
Hillcrest Asset Management
Texas
$6.17M -$6.72K -300 -0.1%
SGCIA
44
Smith Graham & Co Investment Advisors
Texas
$6M -$65K -2,900 -1%
Wells Fargo
45
Wells Fargo
California
$5.8M +$835K +37,267 +18%
AIG
46
American International Group
New York
$5.76M -$330K -14,740 -6%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$5.76M +$916K +40,900 +20%
PAM
48
Panagora Asset Management
Massachusetts
$5.67M +$2.58M +115,093 +90%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$5.61M +$710K +31,675 +15%
PI
50
Putnam Investments
Massachusetts
$5.6M +$5.37M +239,700 New

WAFD Hedge Fund Activity: Q2 2015 in Review

192 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2015, worth a combined $1.87B — up 6.2% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WAFD positions and 14 closed out — a net gain of 6 holders — while 58 added to existing stakes and 81 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $11.6M. The largest seller was Perkins Investment Management, cutting an estimated $21M.

  • 192 institutional investors held WaFd (WAFD) as of Q2 2015, up from 187 in Q1 2015.
  • Funds reported $1.87B of WaFd stock for Q2 2015, up 6.2% quarter-over-quarter.
  • 20 funds opened new WaFd positions in Q2 2015 and 14 closed out, a net change of +6 holders.
  • The largest WaFd buyer in Q2 2015 was Deutsche Bank, an estimated $11.6M added.
  • The largest WaFd seller in Q2 2015 was Perkins Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2015.