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WaFd
WAFD

Overview Fund Activity

187 hedge funds and large institutions have $1.82B invested in WaFd in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
54
Reduced
79
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Baird
Wisconsin
$28.1M
2
LSV Asset Management
LSV Asset Management
Illinois
$18.8M
3
Norges Bank
Norges Bank
Norway
$28.2M
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
$10.5M
5
BFA
BlackRock Fund Advisors
California
$107M

Top Sellers

1
HIM
Hermes Investment Management
United Kingdom
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$191M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
4
PIM
Perkins Investment Management
Illinois
$85.5M
5
GC
Guggenheim Capital
Illinois
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$225K +$225K +10,159 New
FCBT
152
First Citizens Bank & Trust
North Carolina
$211K +$211K +9,537 New
DWT
153
Dorsey & Whitney Trust
South Dakota
$210K -$11.1K -500 -5%
AB
154
AT Bancorp
Iowa
$205K +$205K +9,248 New
M&T Bank
155
M&T Bank
New York
$202K -$27.1K -1,215 -12%
SFP
156
Santa Fe Partners
New Mexico
$201K +$201K +9,062 New
SO
157
STRS Ohio
Ohio
$186K +$24.4K +1,100 +15%
KBC Group
158
KBC Group
Belgium
$185K – – –
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$148K +$2.87K +130 +2%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$144K -$600 -27 -0.4%
MA
161
MUFG Americas
New York
$99K – – –
OA
162
OFI Advisors
Pennsylvania
$86K -$10.9K -493 -11%
HNB
163
Huntington National Bank
Ohio
$71K +$71K +3,194 New
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$66K -$15.4K -699 -19%
AAM
165
Advisors Asset Management
Colorado
$62K -$2.23K -100 -3%
GGPS
166
Gary Goldberg Planning Services
New York
$58K -$9.1K -414 -14%
SFPIA
167
Stevens First Principles Investment Advisors
California
$48K +$48K +2,165 New
NPC
168
National Planning Corporation
California
$47.6K +$47.6K +2,224 New
VFA
169
Virtus Fund Advisers
Connecticut
$47K – – –
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$47K – – –
HCM
171
Highlander Capital Management
New Jersey
$44K – – –
CHP
172
Cable Hill Partners
Oregon
$39K +$39K +1,762 New
MFS
173
MSI Financial Services
Massachusetts
$36K -$171K -7,643 -83%
FWC
174
First Washington Corp
Washington
$30K – – –
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$17K +$13.3K +585 +366%
5 6
7
8 9