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192 hedge funds and large institutions have $1.71B invested in WaFd in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more call options, than puts

Call options by funds: $504K | Put options by funds: $74K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.56B → $1.71B (+$148M)

7% more funds holding

Funds holding: 179192 (+13)

9% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 64

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
192
Holders Change
+13
Holders Change %
+7.26%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
70
Reduced
64
Closed
17
Calls
$504K
Puts
$74K
Net Calls
+$430K
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
176
Huntington National Bank
Ohio
$78K
OA
177
OFI Advisors
Pennsylvania
$70K -$5.97K -281 -8%
AAM
178
Advisors Asset Management
Colorado
$66K -$4.25K -200 -6%
QT
179
Quantbot Technologies
New York
$57K +$59.5K +2,800 New
HCM
180
Highlander Capital Management
New Jersey
$41.4K
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$38K -$136K -6,379 -78%
MFS
182
MSI Financial Services
Massachusetts
$34K -$3K -141 -8%
FAM
183
Formidable Asset Management
Ohio
$21K +$21.4K +1,006 New
Creative Planning
184
Creative Planning
Kansas
$13K
TWA
185
TCI Wealth Advisors
Arizona
$5K
PTC
186
Private Trust Company
Ohio
$3K +$574 +27 +20%
EWM
187
Evercore Wealth Management
New York
$3K +$3.04K +143 New
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.4K +160 New
Manulife (Manufacturers Life Insurance)
189
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.72K +$33.1K +1,559 +1%
WCBA
190
Weaver C. Barksdale & Associates
Tennessee
$2K -$510 -24 -18%
EFSCE
191
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$1K
Lord, Abbett & Co
193
Lord, Abbett & Co
New Jersey
-$24.8M -1,312,700 Closed
DIA
194
Denver Investment Advisors
Colorado
-$19.4M -1,028,354 Closed
FMA
195
Fiduciary Management Associates
Illinois
-$14.8M -781,390 Closed
PI
196
PineBridge Investments
New York
-$2.16M -114,471 Closed
APU
197
Alpine Partners USVI
U.S. Virgin Islands
-$363K -82,900 Closed
RA
198
Rational Advisors
New York
-$1.31M -69,500 Closed
Capital Fund Management (CFM)
199
Capital Fund Management (CFM)
France
-$729K -38,600 Closed
Jacobs Levy Equity Management
200
Jacobs Levy Equity Management
New Jersey
-$408K -21,600 Closed

WAFD Hedge Fund Activity: Q3 2013 in Review

192 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2013, worth a combined $1.71B — up 9.5% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 17 closed out — a net gain of 14 holders — while 70 added to existing stakes and 64 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $16.1M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $24.8M sold.

  • 192 institutional investors held WaFd (WAFD) as of Q3 2013, up from 179 in Q2 2013.
  • Funds reported $1.71B of WaFd stock for Q3 2013, up 9.5% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q3 2013 and 17 closed out, a net change of +14 holders.
  • The largest WaFd buyer in Q3 2013 was Edge Asset Management, an estimated $16.1M added.
  • The largest WaFd seller in Q3 2013 was Lord, Abbett & Co, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2013.