WaFd
WAFD
187 hedge funds and large institutions have $1.76B invested in WaFd in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 14 closing their positions.
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
3% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 66
0% more funds holding
Funds holding: 187 → 187 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $1.82B → $1.76B (-$54.9M)
64% less call options, than puts
Call options by funds: $168K | Put options by funds: $473K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$12.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.15M |
| 3 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
+$8.49M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.27M |
| 5 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$5.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$24M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$8.66M |
| 3 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$8.23M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$8.22M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$4.52M |
WAFD Hedge Fund Activity: Q1 2015 in Review
187 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2015, worth a combined $1.76B — down 3% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new WAFD positions and 14 closed out — a net gain of 2 holders — while 68 added to existing stakes and 66 trimmed.
The largest buyer was Prudential Financial, adding an estimated $12.4M. The largest seller was Perkins Investment Management, cutting an estimated $24M.
- 187 institutional investors held WaFd (WAFD) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $1.76B of WaFd stock for Q1 2015, down 3% quarter-over-quarter.
- 16 funds opened new WaFd positions in Q1 2015 and 14 closed out, a net change of +2 holders.
- The largest WaFd buyer in Q1 2015 was Prudential Financial, an estimated $12.4M added.
- The largest WaFd seller in Q1 2015 was Perkins Investment Management, an estimated $24M sold.
Based on aggregated 13F filings for Q1 2015.