We are live on ! Find out more

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
SAIG
51
Semper Augustus Investments Group
Colorado
$5.53M -$140K -6,259 -3%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$4.5M -$122K -5,455 -3%
Morgan Stanley
53
Morgan Stanley
New York
$4.27M +$1.31M +58,354 +47%
Goldman Sachs
54
Goldman Sachs
New York
$4.09M +$699K +31,181 +22%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$4.04M -$272K -12,141 -7%
First Trust Advisors
56
First Trust Advisors
Illinois
$3.97M +$306K +13,672 +9%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.9M -$541K -24,140 -13%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$3.52M +$103K +4,600 +3%
CS
59
Credit Suisse
Switzerland
$3.51M +$1.54M +68,541 +84%
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$3.49M -$274K -12,230 -8%
Axa
61
Axa
France
$3.29M
MCM
62
Maltese Capital Management
New York
$3.27M -$316K -14,100 -9%
TA
63
Teachers Advisors
New York
$3.23M -$155K -6,911 -5%
Federated Hermes
64
Federated Hermes
Pennsylvania
$3.07M +$1.39M +62,199 +90%
Comerica Bank
65
Comerica Bank
Texas
$3.06M +$1.42M +63,486 +94%
Teacher Retirement System of Texas
66
Teacher Retirement System of Texas
Texas
$2.85M +$2.67M +119,300 +4,010%
UBS AM
67
UBS AM
Illinois
$2.82M +$561K +25,024 +26%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$2.81M -$90.9K -4,056 -3%
Invesco
69
Invesco
Georgia
$2.76M +$423K +18,881 +19%
Swiss National Bank
70
Swiss National Bank
Switzerland
$2.69M +$42.6K +1,900 +2%
BG
71
BlackRock Group
United Kingdom
$2.61M -$1.09M -48,642 -30%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$2.54M +$94K +4,195 +4%
AQR Capital Management
73
AQR Capital Management
Connecticut
$2.5M +$1.3M +57,826 +117%
BlackRock
74
BlackRock
New York
$2.5M -$31.3K -1,398 -1%
AIMCA
75
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.4M +$2.3M +102,870 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.