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192 hedge funds and large institutions have $1.71B invested in WaFd in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more call options, than puts

Call options by funds: $504K | Put options by funds: $74K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.56B → $1.71B (+$148M)

7% more funds holding

Funds holding: 179192 (+13)

9% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 64

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
192
Holders Change
+13
Holders Change %
+7.26%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
70
Reduced
64
Closed
17
Calls
$504K
Puts
$74K
Net Calls
+$430K
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$304K -$2.87K -135 -0.9%
NG
152
NatWest Group
United Kingdom
$300K +$309K +14,523 New
JIC
153
Johnson Investment Counsel
Ohio
$287K
SB
154
Suntrust Banks
Georgia
$283K +$1.89K +89 +0.7%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$281K +$136K +6,423 +90%
CA
156
Cetera Advisors
Colorado
$280K -$22.8K -1,073 -7%
BA
157
BlackRock Advisors
Delaware
$280K -$4.12K -194 -1%
US Bancorp
158
US Bancorp
Minnesota
$263K -$497K -23,375 -65%
KeyBank National Association
159
KeyBank National Association
Ohio
$262K +$270K +12,684 New
SCM
160
Shelton Capital Management
Colorado
$250K
WAM
161
World Asset Management
Michigan
$245K -$45.5K -2,143 -15%
ECM
162
Evergreen Capital Management
Washington
$245K
OI
163
Oakbrook Investments
Illinois
$229K -$34K -1,600 -13%
ZCM
164
Zebra Capital Management
Connecticut
$224K +$38.4K +1,806 +20%
DWT
165
Dorsey & Whitney Trust
South Dakota
$222K +$228K +10,727 New
SFP
166
Santa Fe Partners
New Mexico
$212K +$219K +10,291 New
KFS
167
KMS Financial Services
Washington
$200K +$206K +9,685 New
TF
168
Trutina Financial
Washington
$167K -$854K -40,198 -83%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$163K -$744 -35 -0.4%
PAM
170
Panagora Asset Management
Massachusetts
$163K
WT
171
Whittier Trust
California
$146K
TRCT
172
Tower Research Capital (TRC)
New York
$115K +$105K +4,928 +787%
MA
173
MUFG Americas
New York
$98K +$8.5K +400 +9%
PG
174
PEAK6 Group
Illinois
$86.1K +$177K +8,342 New
NSEDCP
175
NJ State Employees Deferred Compensation Plan
New Jersey
$81K

WAFD Hedge Fund Activity: Q3 2013 in Review

192 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2013, worth a combined $1.71B — up 9.5% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 17 closed out — a net gain of 14 holders — while 70 added to existing stakes and 64 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $16.1M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $24.8M sold.

  • 192 institutional investors held WaFd (WAFD) as of Q3 2013, up from 179 in Q2 2013.
  • Funds reported $1.71B of WaFd stock for Q3 2013, up 9.5% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q3 2013 and 17 closed out, a net change of +14 holders.
  • The largest WaFd buyer in Q3 2013 was Edge Asset Management, an estimated $16.1M added.
  • The largest WaFd seller in Q3 2013 was Lord, Abbett & Co, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2013.