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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
DCM
76
Dupont Capital Management
Delaware
$2.49M +$500K +22,022 +26%
AllianceBernstein
77
AllianceBernstein
Tennessee
$2.39M -$232K -10,223 -9%
TRIM
78
Thompson Rubinstein Investment Management
Oregon
$2.21M -$38.6K -1,698 -2%
Invesco
79
Invesco
Georgia
$2.19M +$410K +18,042 +24%
Swiss National Bank
80
Swiss National Bank
Switzerland
$2.12M
MAM
81
Martingale Asset Management
Massachusetts
$2M -$294K -12,930 -13%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$1.94M -$23K -1,014 -1%
U
83
UBS
Switzerland
$1.86M +$455K +20,038 +33%
Bank of America
84
Bank of America
North Carolina
$1.85M -$491K -21,596 -21%
NTCOC
85
Northern Trust Company of Connecticut
Connecticut
$1.84M +$1.11M +48,950 +163%
HIM
86
Harbour Investment Management
Washington
$1.79M -$44.4K -1,953 -2%
Citigroup
87
Citigroup
New York
$1.78M +$910K +40,051 +110%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$1.73M -$55.6K -2,450 -3%
Two Sigma Investments
89
Two Sigma Investments
New York
$1.72M +$878K +38,672 +110%
BG
90
BlackRock Group
United Kingdom
$1.68M +$157K +6,904 +11%
ASRS
91
Arizona State Retirement System
Arizona
$1.65M -$254K -11,200 -14%
TA
92
Teachers Advisors
New York
$1.62M +$28.1K +1,235 +2%
AIP
93
Ameritas Investment Partners
Nebraska
$1.54M
Federated Hermes
94
Federated Hermes
Pennsylvania
$1.5M +$19.6K +865 +1%
MOACM
95
Mutual of America Capital Management
New York
$1.46M -$101K -4,434 -7%
UBS AM
96
UBS AM
Illinois
$1.4M -$95.4K -4,200 -7%
LPL Financial
97
LPL Financial
California
$1.26M +$111K +4,876 +10%
ERSOT
98
Employees Retirement System of Texas
Texas
$1.19M
SOMRS
99
State of Michigan Retirement System
Michigan
$1.11M -$13.6K -600 -1%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$1.08M

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.