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
CIM
151
CenturyLink Investment Management
Colorado
$376K -$39.5K -1,738 -10%
JG
152
Jefferies Group
New York
$375K +$366K +16,108 New
CIC
153
Cutler Investment Counsel
Oregon
$369K
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$359K -$962K -42,361 -73%
CAM
155
Capstone Asset Management
Texas
$351K -$228K -10,044 -40%
SAM
156
Securian Asset Management
Minnesota
$343K -$15.9K -702 -5%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$333K -$9.24K -407 -3%
BA
158
BlackRock Advisors
Delaware
$332K +$16K +705 +5%
CA
159
Cetera Advisors
Colorado
$324K +$8.81K +388 +3%
JIC
160
Johnson Investment Counsel
Ohio
$323K
SB
161
Suntrust Banks
Georgia
$319K
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$303K +$295K +12,999 New
US Bancorp
163
US Bancorp
Minnesota
$296K
SCM
164
Shelton Capital Management
Colorado
$264K -$17.7K -781 -6%
OC
165
Oppenheimer & Co
New York
$264K +$258K +11,349 New
KeyBank National Association
166
KeyBank National Association
Ohio
$256K -$38.1K -1,676 -13%
BOH
167
Bank of Hawaii
Hawaii
$253K +$247K +10,875 New
DWT
168
Dorsey & Whitney Trust
South Dakota
$250K
KFS
169
KMS Financial Services
Washington
$242K +$16.3K +718 +7%
OI
170
Oakbrook Investments
Illinois
$239K -$19.3K -850 -8%
FCBT
171
First Citizens Bank & Trust
North Carolina
$238K -$184K -8,110 -44%
WAM
172
World Asset Management
Michigan
$238K -$37.5K -1,651 -14%
Nomura Holdings
173
Nomura Holdings
Japan
$232K -$194K -8,524 -46%
ECM
174
Evergreen Capital Management
Washington
$229K -$45.4K -2,000 -17%
SFP
175
Santa Fe Partners
New Mexico
$228K -$10.9K -481 -5%

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.