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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
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$4.62M -$334K -15,703 -7%
AIG
52
American International Group
New York
$4.52M -$22K -1,037 -0.5%
HCM
53
Highbridge Capital Management
New York
$4.4M +$1.21M +56,913 +37%
Goldman Sachs
54
Goldman Sachs
New York
$4.38M +$1.65M +77,525 +58%
TCIM
55
TIAA CREF Investment Management
New York
$4.22M -$881K -41,460 -17%
NFA
56
Nationwide Fund Advisors
Ohio
$4.09M +$66K +3,108 +2%
SCM
57
Signia Capital Management
Washington
$3.92M -$1.08M -50,916 -21%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$3.88M +$124K +5,816 +3%
CS
59
Credit Suisse
Switzerland
$3.85M +$666K +31,362 +20%
N
60
Nuveen
North Carolina
$3.3M +$2.57M +121,126 +316%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$3.18M -$17K -802 -0.5%
Morgan Stanley
62
Morgan Stanley
New York
$3.14M -$688K -32,398 -18%
Charles Schwab
63
Charles Schwab
California
$3.13M +$230K +10,804 +8%
First Trust Advisors
64
First Trust Advisors
Illinois
$3.11M +$352K +16,568 +12%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$3.01M +$305K +14,368 +11%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$3M
AQR Capital Management
67
AQR Capital Management
Connecticut
$2.9M +$151K +7,100 +5%
Los Angeles Capital Management
68
Los Angeles Capital Management
California
$2.79M +$1.21M +57,048 +73%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$2.62M -$28.8K -1,354 -1%
PPA
70
Parametric Portfolio Associates
Washington
$2.58M -$602K -28,345 -19%
NCCM
71
Nine Chapters Capital Management
New Jersey
$2.47M +$1.35M +63,400 +113%
FQ
72
First Quadrant
California
$2.4M
TC
73
TFS Capital
Pennsylvania
$2.37M -$964K -45,383 -28%
AllianceBernstein
74
AllianceBernstein
Tennessee
$2.33M +$388K +18,269 +19%
TPSF
75
Texas Permanent School Fund
Texas
$2.27M -$154K -7,233 -6%

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.