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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
MERSOM
126
Municipal Employees' Retirement System of Michigan
Michigan
$655K -$4.54K -200 -0.7%
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$641K -$6.81K -300 -1%
Jacobs Levy Equity Management
128
Jacobs Levy Equity Management
New Jersey
$622K +$29.5K +1,300 +5%
IRF
129
IBM Retirement Fund
New York
$609K -$336K -14,811 -36%
SG Americas Securities
130
SG Americas Securities
New York
$607K +$5.24K +231 +0.9%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$601K +$337K +14,839 +114%
DC
132
Deere & Company
Illinois
$584K -$98K -4,317 -15%
AAM
133
Auxier Asset Management
Oregon
$578K
Two Sigma Advisers
134
Two Sigma Advisers
New York
$553K +$150K +6,600 +38%
WMSA
135
Weiss Multi-Strategy Advisers
New York
$518K +$504K +22,220 New
PA
136
Profund Advisors
Maryland
$498K +$11.6K +512 +2%
MC
137
Menta Capital
California
$496K +$483K +21,300 New
B
138
Barings
North Carolina
$473K
SCM
139
Stux Capital Management
New York
$471K -$56.7K -2,500 -11%
WCM
140
Washington Capital Management
Washington
$466K
Citigroup
141
Citigroup
New York
$461K -$1.29M -56,755 -74%
BC
142
Bartlett & Co
Ohio
$453K -$6.81K -300 -2%
FWC
143
First Washington Corp
Washington
$453K
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$433K
URS
145
Utah Retirement Systems
Utah
$433K +$2.27K +100 +0.5%
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
$412K -$333K -14,687 -45%
CA
147
Cetera Advisors
Colorado
$377K +$51.6K +2,276 +16%
CIC
148
Cutler Investment Counsel
Oregon
$369K
JG
149
Jefferies Group
New York
$364K -$11.8K -519 -3%
DADC
150
D.A. Davidson & Co
Montana
$357K -$338K -14,899 -49%

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.