We are live on ! Find out more

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
TCM
101
Twin Capital Management
Pennsylvania
$1.01M +$988K +43,510 New
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$1.01M +$1.45K +64 +0.1%
WCM
103
Winton Capital Management
United Kingdom
$1M +$980K +43,165 New
Barclays
104
Barclays
United Kingdom
$991K +$74.5K +3,278 +8%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$968K +$246K +10,827 +35%
TC
106
TFS Capital
Pennsylvania
$966K -$1.66M -72,968 -64%
IRF
107
IBM Retirement Fund
New York
$947K -$12.9K -566 -1%
N
108
Nuveen
North Carolina
$942K -$2.7M -119,000 -75%
MSA
109
Mason Street Advisors
Wisconsin
$939K -$18.8K -827 -2%
ICM
110
IMS Capital Management
Oregon
$938K +$114K +5,000 +14%
CA
111
Commerzbank Aktiengesellschaft
Germany
$820K +$12.2K +539 +1%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$754K -$2.57M -113,267 -78%
Legal & General Group
113
Legal & General Group
United Kingdom
$746K
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$741K
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$738K
TA
116
Teton Advisors
New York
$728K
CONA
117
Capital One National Association
New York
$716K -$27.8K -1,226 -4%
DADC
118
D.A. Davidson & Co
Montana
$703K +$307K +13,505 +81%
DC
119
Deere & Company
Illinois
$684K +$667K +29,365 New
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$677K +$154K +6,800 +31%
Millennium Management
121
Millennium Management
New York
$661K -$4.49M -197,709 -87%
MERSOM
122
Municipal Employees' Retirement System of Michigan
Michigan
$659K +$254K +11,200 +65%
LSERS
123
Louisiana State Employees Retirement System
Louisiana
$647K +$631K +27,800 New
SG Americas Securities
124
SG Americas Securities
New York
$601K -$473K -20,846 -45%
JHIU
125
Janus Henderson Investors US
Colorado
$599K +$34.1K +1,500 +6%

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.