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WaFd
WAFD

Overview Fund Activity

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
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

Top Buyers

1
EAM
1
Edge Asset Management
Washington
$30.2M
2
NI
2
Numeric Investors
Massachusetts
$16.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$121M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$91.5M
5
RFC
5
Russell Frank Company
Washington
$26.5M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$10.5M
3
DIA
3
Denver Investment Advisors
Colorado
$0
4
FMA
4
Fiduciary Management Associates
Illinois
$0
5
Ameriprise
5
Ameriprise
Minnesota
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
176
Huntington National Bank
Ohio
$78K – – –
OA
177
OFI Advisors
Pennsylvania
$70K -$5.83K -281 -8%
AAM
178
Advisors Asset Management
Colorado
$66K -$4.15K -200 -6%
QT
179
Quantbot Technologies
New York
$57K +$57K +2,800 New
HCM
180
Highlander Capital Management
New Jersey
$41.4K – – –
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$38K -$133K -6,379 -78%
MFS
182
MSI Financial Services
Massachusetts
$34K -$2.9K -141 -8%
FAM
183
Formidable Asset Management
Ohio
$21K +$21K +1,006 New
Creative Planning
184
Creative Planning
Kansas
$13K – – –
TWA
185
TCI Wealth Advisors
Arizona
$5K – – –
PTC
186
Private Trust Company
Ohio
$3K +$509 +27 +20%
EWM
187
Evercore Wealth Management
New York
$3K +$3K +143 New
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +160 New
Manulife (Manufacturers Life Insurance)
189
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.72K +$32 +1,559 +1%
WCBA
190
Weaver C. Barksdale & Associates
Tennessee
$2K -$429 -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
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