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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
Bank of America
76
Bank of America
North Carolina
$2.09M -$89.5K -4,211 -4%
MAM
77
Martingale Asset Management
Massachusetts
$2.05M +$131K +6,157 +7%
CCMH
78
Cornerstone Capital Management Holdings
New York
$2.04M +$2.1M +98,725 New
BMCMI
79
Bryn Mawr Capital Management Inc
Pennsylvania
$2.02M +$2.08M +97,719 New
TRIM
80
Thompson Rubinstein Investment Management
Oregon
$1.99M
Swiss National Bank
81
Swiss National Bank
Switzerland
$1.89M -$119K -5,600 -6%
DCM
82
Dupont Capital Management
Delaware
$1.76M
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$1.75M +$12.9K +609 +0.7%
ASRS
84
Arizona State Retirement System
Arizona
$1.69M +$31.9K +1,500 +2%
Comerica Bank
85
Comerica Bank
Texas
$1.63M +$1.68M +79,013 New
HIM
86
Harbour Investment Management
Washington
$1.63M -$11.7K -550 -0.7%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$1.58M -$126K -5,940 -7%
Invesco
88
Invesco
Georgia
$1.57M +$115K +5,433 +8%
TA
89
Teachers Advisors
New York
$1.42M -$1.55K -73 -0.1%
MOACM
90
Mutual of America Capital Management
New York
$1.39M +$133K +6,266 +10%
AIP
91
Ameritas Investment Partners
Nebraska
$1.37M -$59.5K -2,800 -4%
BG
92
BlackRock Group
United Kingdom
$1.34M +$32.2K +1,514 +2%
UBS AM
93
UBS AM
Illinois
$1.33M
Federated Hermes
94
Federated Hermes
Pennsylvania
$1.31M +$6.38K +300 +0.5%
U
95
UBS
Switzerland
$1.24M -$405K -19,075 -24%
PP
96
PDT Partners
New York
$1.22M +$1.25M +58,789 New
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$1.19M +$1.03M +48,674 +536%
LPL Financial
98
LPL Financial
California
$1.07M +$325K +15,298 +45%
ERSOT
99
Employees Retirement System of Texas
Texas
$1.05M -$1.74M -82,000 -62%
SOMRS
100
State of Michigan Retirement System
Michigan
$997K +$6.38K +300 +0.6%

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.