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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
First Trust Advisors
51
First Trust Advisors
Illinois
$4.84M +$1.3M +57,127 +38%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$4.64M +$4.53M +199,351 New
NFA
53
Nationwide Fund Advisors
Ohio
$4.49M -$111K -4,900 -2%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$4.39M +$29.5K +1,300 +0.7%
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$4.35M +$4.25M +186,896 New
JP Morgan Chase
56
JP Morgan Chase
New York
$4.14M -$2.51M -110,299 -38%
LSV Asset Management
57
LSV Asset Management
Illinois
$4.12M +$4.02M +177,000 New
Charles Schwab
58
Charles Schwab
California
$3.75M +$278K +12,237 +8%
CS
59
Credit Suisse
Switzerland
$3.65M -$671K -29,520 -16%
Morgan Stanley
60
Morgan Stanley
New York
$3.59M +$45.4K +1,999 +1%
SCM
61
Signia Capital Management
Washington
$3.41M -$982K -43,213 -23%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$3.38M
AQR Capital Management
63
AQR Capital Management
Connecticut
$3.31M +$37.2K +1,636 +1%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$3.3M -$273K -12,037 -8%
TCIM
65
TIAA CREF Investment Management
New York
$3.19M -$1.53M -67,296 -33%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$3.13M -$15.3K -675 -0.5%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$2.96M
PPA
68
Parametric Portfolio Associates
Washington
$2.93M +$27.8K +1,226 +1%
NCCM
69
Nine Chapters Capital Management
New Jersey
$2.87M +$79.5K +3,500 +3%
CCMH
70
Cornerstone Capital Management Holdings
New York
$2.86M +$548K +24,128 +24%
BMCMI
71
Bryn Mawr Capital Management Inc
Pennsylvania
$2.76M +$476K +20,940 +21%
Comerica Bank
72
Comerica Bank
Texas
$2.71M +$846K +37,264 +47%
FQ
73
First Quadrant
California
$2.7M
ProShare Advisors
74
ProShare Advisors
Maryland
$2.54M +$1.56M +68,480 +168%
TPSF
75
Texas Permanent School Fund
Texas
$2.49M -$56.9K -2,503 -2%

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.