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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 %
QT
151
Quantbot Technologies
New York
$175K -$452K -22,228 -72%
KBC Group
152
KBC Group
Belgium
$170K -$566K -27,732 -77%
BlackRock
153
BlackRock
New York
$163K – – –
SO
154
STRS Ohio
Ohio
$149K -$18.4K -900 -11%
Citigroup
155
Citigroup
New York
$139K -$165K -8,146 -54%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$134K -$45.8K -2,245 -25%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$132K -$10.7K -529 -8%
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$109K +$16.7K +816 +18%
MA
159
MUFG Americas
New York
$91K – – –
OA
160
OFI Advisors
Pennsylvania
$89K +$7.89K +389 +10%
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$75K – – –
TCM
162
Tradewinds Capital Management
Washington
$64K +$3.06K +150 +5%
GGPS
163
Gary Goldberg Planning Services
New York
$62K +$914 +45 +1%
AAM
164
Advisors Asset Management
Colorado
$59K -$4.1K -200 -6%
SCA
165
Strategic Capital Alternatives
United States
$51K +$51K +2,483 New
VFA
166
Virtus Fund Advisers
Connecticut
$44K -$400K -19,404 -90%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$42K +$5.62K +279 +15%
HCM
168
Highlander Capital Management
New Jersey
$40.7K – – –
FQ
169
First Quadrant
California
$39K -$3.11M -151,700 -99%
GSC
170
Ground Swell Capital
South Carolina
$33K +$33K +1,601 New
FWC
171
First Washington Corp
Washington
$28K -$375K -18,091 -93%
BJ
172
BlackRock Japan
Japan
$21K -$27.5K -1,328 -57%
Creative Planning
173
Creative Planning
Kansas
$15K +$2.02K +100 +16%
LWCFA
174
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K – – –
TRCT
175
Tower Research Capital (TRC)
New York
$6K -$205K -10,219 -97%
5 6
7
8 9