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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
LSV Asset Management
51
LSV Asset Management
Illinois
$4.54M +$411K +18,100 +10%
NFA
52
Nationwide Fund Advisors
Ohio
$4.46M -$31K -1,366 -0.7%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$4.41M +$15.9K +700 +0.4%
Morgan Stanley
54
Morgan Stanley
New York
$4.23M +$623K +27,478 +18%
TCIM
55
TIAA CREF Investment Management
New York
$4.16M +$949K +41,846 +31%
Charles Schwab
56
Charles Schwab
California
$4.15M +$393K +17,314 +11%
FQ
57
First Quadrant
California
$3.58M +$858K +37,800 +33%
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$3.48M -$1.13M -49,895 -25%
SCM
59
Signia Capital Management
Washington
$3.4M -$6.4K -282 -0.2%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$3.38M
AQR Capital Management
61
AQR Capital Management
Connecticut
$3.33M +$17.3K +762 +0.5%
BMCMI
62
Bryn Mawr Capital Management Inc
Pennsylvania
$3.26M +$480K +21,144 +18%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$3.25M -$49.2K -2,170 -2%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$3.16M +$28.4K +1,250 +0.9%
Comerica Bank
65
Comerica Bank
Texas
$3.1M +$382K +16,847 +14%
CS
66
Credit Suisse
Switzerland
$3.1M -$539K -23,758 -15%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$2.98M +$19.2K +848 +0.7%
PPA
68
Parametric Portfolio Associates
Washington
$2.93M +$2.11K +93 +0.1%
NCCM
69
Nine Chapters Capital Management
New Jersey
$2.72M -$145K -6,400 -5%
MAM
70
Martingale Asset Management
Massachusetts
$2.7M +$677K +29,819 +35%
Swiss National Bank
71
Swiss National Bank
Switzerland
$2.69M +$551K +24,300 +27%
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
$2.68M -$1.63M -71,680 -38%
CCMH
73
Cornerstone Capital Management Holdings
New York
$2.63M -$223K -9,843 -8%
Axa
74
Axa
France
$2.53M +$1.96M +86,400 +391%
JHIU
75
Janus Henderson Investors US
Colorado
$2.46M +$1.82M +80,100 +312%

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.