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WaFd
WAFD

Overview Fund Activity

184 hedge funds and large institutions have $1.72B invested in WaFd in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-16
Holders Change %
-8%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
52
Reduced
90
Closed
29
Calls
$22K
Puts
$41K
Net Calls
-$19K
Net Calls Change
-$91K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$51.3M
2
SIM
2
Sprucegrove Investment Management
Ontario, Canada
$146M
3
State Street
3
State Street
Massachusetts
$113M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$128M
5
LOAMS
5
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.43M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$14.1M
2
PIM
2
Perkins Investment Management
Illinois
$90.9M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$18.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
126
Washington Capital Management
Washington
$407K – – –
BC
127
Bartlett & Co
Ohio
$396K – – –
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$379K – – –
Stifel Financial
129
Stifel Financial
Missouri
$372K +$372K +18,254 New
CIC
130
Cutler Investment Counsel
Oregon
$322K – – –
PA
131
Profund Advisors
Maryland
$319K -$154K -7,574 -33%
DADC
132
D.A. Davidson & Co
Montana
$306K +$18K +885 +6%
SG Americas Securities
133
SG Americas Securities
New York
$300K -$580K -28,544 -66%
US Bancorp
134
US Bancorp
Minnesota
$296K +$15.3K +754 +5%
SAM
135
Securian Asset Management
Minnesota
$286K -$2.93K -144 -1%
COPPSERS
136
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$281K -$5.66K -278 -2%
MAM
137
Martingale Asset Management
Massachusetts
$275K -$2.23M -109,392 -89%
KeyBank National Association
138
KeyBank National Association
Ohio
$270K +$51.7K +2,540 +24%
CA
139
Cetera Advisors
Colorado
$269K -$22.3K -1,103 -8%
Tudor Investment Corp
140
Tudor Investment Corp
Connecticut
$257K +$257K +12,600 New
Natixis Advisors
141
Natixis Advisors
Massachusetts
$256K +$11.8K +578 +5%
Citadel Advisors
142
Citadel Advisors
Florida
$254K +$81.6K +4,009 +47%
SCM
143
Shelton Capital Management
Colorado
$231K – – –
Canada Life
144
Canada Life
Manitoba, Canada
$230K +$83.1K +4,060 +57%
WTB
145
Washington Trust Bank
Washington
$213K -$21.4K -1,050 -9%
M&T Bank
146
M&T Bank
New York
$209K +$209K +10,270 New
KFS
147
KMS Financial Services
Washington
$207K -$5.12K -251 -2%
DWT
148
Dorsey & Whitney Trust
South Dakota
$204K – – –
GAM
149
Gotham Asset Management
New York
$201K +$7.86K +386 +4%
MFS
150
MSI Financial Services
Massachusetts
$188K +$154K +7,603 +460%
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6
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