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WaFd
WAFD

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: 184 → 187 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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
–

Top Buyers

Rank Fund Capital Flow
1
B
Baird
Wisconsin
+$27.1M
2
LSV Asset Management
LSV Asset Management
Illinois
+$14.4M
3
Norges Bank
Norges Bank
Norway
+$12.4M
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$10.1M
5
BFA
BlackRock Fund Advisors
California
+$6.9M

Top Sellers

Rank Fund Capital Flow
1
HIM
Hermes Investment Management
United Kingdom
-$32.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$18.5M
4
PIM
Perkins Investment Management
Illinois
-$13M
5
GC
Guggenheim Capital
Illinois
-$8.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$4.24M -$7.49K -350 -0.2%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$4.22M +$116K +5,403 +3%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$4.17M +$27.8K +1,300 +0.7%
Wells Fargo
54
Wells Fargo
California
$3.96M +$671K +31,358 +21%
Morgan Stanley
55
Morgan Stanley
New York
$3.83M +$391K +18,257 +12%
BG
56
BlackRock Group
United Kingdom
$3.71M +$1.97M +92,082 +122%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$3.52M -$7.64K -357 -0.2%
Los Angeles Capital Management
58
Los Angeles Capital Management
California
$3.45M -$72.4K -3,385 -2%
Goldman Sachs
59
Goldman Sachs
New York
$3.31M -$1.38M -64,264 -30%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$3.21M – – –
TA
61
Teachers Advisors
New York
$3.11M -$30.6K -1,429 -1%
Comerica Bank
62
Comerica Bank
Texas
$3.01M +$429K +20,064 +17%
Two Sigma Investments
63
Two Sigma Investments
New York
$2.99M +$2.89M +134,837 New
PAM
64
Panagora Asset Management
Massachusetts
$2.83M +$1.03M +47,903 +60%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$2.82M – – –
PCM
66
Piermont Capital Management
Missouri
$2.78M -$34.5K -1,610 -1%
Swiss National Bank
67
Swiss National Bank
Switzerland
$2.51M +$19.3K +900 +0.8%
Millennium Management
68
Millennium Management
New York
$2.46M +$361K +16,853 +18%
SCM
69
Signia Capital Management
Washington
$2.44M -$35K -1,636 -1%
PPA
70
Parametric Portfolio Associates
Washington
$2.42M -$139K -6,516 -6%
UBS Group
71
UBS Group
Switzerland
$2.35M +$2.27M +106,037 New
WI
72
WBI Investments
New Jersey
$2.33M +$2.25M +105,248 New
Bank of America
73
Bank of America
North Carolina
$2.31M +$1.81M +84,397 +422%
CS
74
Credit Suisse
Switzerland
$2.16M -$80K -3,738 -4%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$2.14M -$967K -45,163 -32%
1 2
3
4 5

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.