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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
TPSF
76
Texas Permanent School Fund
Texas
$2.41M -$82.2K -3,624 -3%
AllianceBernstein
77
AllianceBernstein
Tennessee
$2.4M +$10.2K +448 +0.4%
DCM
78
Dupont Capital Management
Delaware
$2.37M -$122K -5,387 -5%
Invesco
79
Invesco
Georgia
$2.1M -$81.5K -3,592 -4%
BG
80
BlackRock Group
United Kingdom
$2.08M +$390K +17,210 +24%
CG
81
Colony Group
Massachusetts
$2.01M +$1.96M +86,185 +38,998%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$2M +$49.9K +2,198 +3%
HIM
83
Harbour Investment Management
Washington
$1.92M +$126K +5,553 +7%
TRIM
84
Thompson Rubinstein Investment Management
Oregon
$1.88M -$319K -14,074 -15%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$1.74M +$7.03K +310 +0.4%
Barclays
86
Barclays
United Kingdom
$1.72M +$715K +31,512 +73%
TA
87
Teachers Advisors
New York
$1.66M +$35K +1,542 +2%
ARC
88
Absolute Return Capital
Massachusetts
$1.62M +$1.2M +52,966 +318%
SCM
89
Sterling Capital Management
North Carolina
$1.58M +$1.1M +48,345 +250%
AIP
90
Ameritas Investment Partners
Nebraska
$1.53M -$12.6K -557 -0.8%
U
91
UBS
Switzerland
$1.52M -$340K -14,988 -19%
WCM
92
Winton Capital Management
United Kingdom
$1.5M +$481K +21,217 +49%
ASRS
93
Arizona State Retirement System
Arizona
$1.47M -$175K -7,700 -11%
Federated Hermes
94
Federated Hermes
Pennsylvania
$1.46M -$41K -1,807 -3%
UBS AM
95
UBS AM
Illinois
$1.43M +$27.2K +1,200 +2%
MOACM
96
Mutual of America Capital Management
New York
$1.43M -$24.4K -1,077 -2%
CEP
97
Chicago Equity Partners
Illinois
$1.39M -$4.97M -219,195 -79%
Bank of America
98
Bank of America
North Carolina
$1.21M -$619K -27,301 -34%
ERSOT
99
Employees Retirement System of Texas
Texas
$1.19M
LPL Financial
100
LPL Financial
California
$1.18M -$77.7K -3,426 -6%

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.