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WaFd
WAFD

Overview Fund Activity

188 hedge funds and large institutions have $1.82B invested in WaFd in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
5.25%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
12
Increased
63
Reduced
76
Closed
15
Calls
$113K
Puts
$556K
Net Calls
-$443K
Net Calls Change
+$90K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14.7M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$12M
3
Citadel Advisors
3
Citadel Advisors
Florida
$11.5M
4
SFM
4
Systematic Financial Management
New Jersey
$34.5M
5
Ameriprise
5
Ameriprise
Minnesota
$26.4M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$65.4M
2
PIM
2
Perkins Investment Management
Illinois
$29.8M
3
SIM
3
Sprucegrove Investment Management
Ontario, Canada
$134M
4
AP
4
AHL Partners
United Kingdom
$769K
5
State Street
5
State Street
Massachusetts
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
151
AT Bancorp
Iowa
$210K – – –
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$202K -$490K -21,520 -71%
RCM
153
Riverhead Capital Management
Delaware
$196K +$196K +8,600 New
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$171K +$2.88K +127 +2%
SO
155
STRS Ohio
Ohio
$154K +$54.4K +2,400 +55%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$151K +$2.33K +102 +2%
Nordea Investment Management
157
Nordea Investment Management
Sweden
$142K +$22.2K +971 +18%
Victory Capital Management
158
Victory Capital Management
Texas
$120K -$844 -37 -0.7%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$119K +$119K +5,232 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$97K +$18.9K +832 +24%
OA
161
OFI Advisors
Pennsylvania
$80K +$890 +39 +1%
HNB
162
Huntington National Bank
Ohio
$73K – – –
LIA
163
LS Investment Advisors
Michigan
$70K – – –
KBC Group
164
KBC Group
Belgium
$65K -$90K -3,987 -58%
AAM
165
Advisors Asset Management
Colorado
$59K -$4.57K -200 -7%
SFPIA
166
Stevens First Principles Investment Advisors
California
$56K – – –
Schroder Investment Management Group
167
Schroder Investment Management Group
United Kingdom
$46K -$989K -43,000 -96%
HCM
168
Highlander Capital Management
New Jersey
$45K – – –
CHP
169
Cable Hill Partners
Oregon
$41K – – –
MFS
170
MSI Financial Services
Massachusetts
$37K – – –
Creative Planning
171
Creative Planning
Kansas
$36K +$36K +1,588 New
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$31K +$25.9K +1,145 +502%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$27K +$27K +1,190 New
W
174
Wealthfront
California
$22K +$15.3K +669 +230%
TRCT
175
Tower Research Capital (TRC)
New York
$16K -$61.9K -2,720 -79%
5 6
7
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