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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
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$2.09M
UBS Group
77
UBS Group
Switzerland
$2.01M -$148K -6,592 -7%
CG
78
Colony Group
Massachusetts
$2M +$60.7K +2,710 +3%
TPSF
79
Texas Permanent School Fund
Texas
$1.88M -$171K -7,625 -9%
Barrow, Hanley, Mewhinney & Strauss
80
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.88M +$92.7K +4,139 +5%
PPA
81
Parametric Portfolio Associates
Washington
$1.72M +$251K +11,219 +18%
TRIM
82
Thompson Rubinstein Investment Management
Oregon
$1.7M
CL
83
CPWM LLC
Washington
$1.67M +$1.11M +49,500 +226%
HIM
84
Harbour Investment Management
Washington
$1.64M -$19.5K -872 -1%
MOACM
85
Mutual of America Capital Management
New York
$1.47M -$39.3K -1,755 -3%
BA
86
BlackRock Advisors
Delaware
$1.45M -$15.5K -690 -1%
Bank of America
87
Bank of America
North Carolina
$1.44M +$158K +7,048 +13%
LPL Financial
88
LPL Financial
California
$1.41M +$39.3K +1,752 +3%
Citigroup
89
Citigroup
New York
$1.35M -$1.48M -66,038 -53%
Legal & General Group
90
Legal & General Group
United Kingdom
$1.34M +$85.7K +3,826 +7%
VRS
91
Virginia Retirement Systems
Virginia
$1.28M -$78.4K -3,500 -6%
CA
92
Cetera Advisors
Colorado
$1.22M +$924K +41,257 +377%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$1.17M
VOYA Investment Management
94
VOYA Investment Management
Georgia
$1.08M
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
$1.05M -$2.03M -90,700 -67%
SOMRS
96
State of Michigan Retirement System
Michigan
$1.01M -$26.9K -1,200 -3%
R
97
RQSI
Bahamas
$993K +$953K +42,530 New
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$946K -$69.5K -3,100 -7%
GC
99
Guggenheim Capital
Illinois
$942K -$225K -10,060 -20%
LMGAM
100
Liberty Mutual Group Asset Management
Massachusetts
$928K +$146K +6,517 +20%

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.