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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
WS
101
Wedbush Securities
California
$1.15M +$1.12M +49,500 New
CONA
102
Capital One National Association
New York
$1.13M +$401K +17,664 +57%
SOMRS
103
State of Michigan Retirement System
Michigan
$1.12M +$13.6K +600 +1%
GT
104
Glenmede Trust
Pennsylvania
$1.04M +$619K +27,300 +159%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$997K -$85.4K -3,765 -8%
HCM
106
Highbridge Capital Management
New York
$974K +$948K +41,780 New
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$971K -$34.6K -1,527 -4%
ProShare Advisors
108
ProShare Advisors
Maryland
$968K -$1.54M -67,707 -62%
TC
109
TFS Capital
Pennsylvania
$961K -$4.88K -215 -0.5%
MSA
110
Mason Street Advisors
Wisconsin
$951K +$11.4K +501 +1%
N
111
Nuveen
North Carolina
$942K
TCM
112
Twin Capital Management
Pennsylvania
$941K -$71.2K -3,140 -7%
MCM
113
Maltese Capital Management
New York
$932K +$908K +40,000 New
CA
114
Commerzbank Aktiengesellschaft
Germany
$863K -$9.96K -439 -1%
ICM
115
IMS Capital Management
Oregon
$845K -$90.8K -4,000 -10%
PAM
116
Panagora Asset Management
Massachusetts
$791K +$349K +15,375 +83%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$780K -$183K -8,069 -19%
LMGAM
118
Liberty Mutual Group Asset Management
Massachusetts
$756K +$233K +10,286 +47%
Legal & General Group
119
Legal & General Group
United Kingdom
$747K
Millennium Management
120
Millennium Management
New York
$742K +$78.8K +3,471 +12%
T. Rowe Price Associates
121
T. Rowe Price Associates
Maryland
$741K
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$738K
TA
123
Teton Advisors
New York
$728K
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$677K
SCM
125
Stevens Capital Management
Pennsylvania
$657K +$640K +28,187 New

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.