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210 hedge funds and large institutions have $1.91B invested in WaFd in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more call options, than puts

Call options by funds: $277K | Put options by funds: $47K

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more capital invested

Capital invested by funds: $1.71B → $1.91B (+$194M)

9% more funds holding

Funds holding: 192210 (+18)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
6.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
35
Increased
65
Reduced
75
Closed
17
Calls
$277K
Puts
$47K
Net Calls
+$230K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
GVT
176
Genesee Valley Trust
New York
$221K +$216K +9,493 New
ZCM
177
Zebra Capital Management
Connecticut
$217K -$35.1K -1,544 -14%
PP
178
Paloma Partners
Connecticut
$216K +$211K +9,279 New
AB
179
AT Bancorp
Iowa
$215K +$210K +9,248 New
TRCT
180
Tower Research Capital (TRC)
New York
$214K +$82.3K +3,624 +65%
EMG
181
Ellington Management Group
Connecticut
$212K +$207K +9,100 New
HI
182
HBK Investments
Texas
$200K +$195K +8,600 New
Canada Life
183
Canada Life
Manitoba, Canada
$168K +$163K +7,177 New
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$154K -$28.9K -1,274 -16%
KBC Group
185
KBC Group
Belgium
$126K +$123K +5,400 New
MA
186
MUFG Americas
New York
$104K -$6.59K -290 -6%
NSEDCP
187
NJ State Employees Deferred Compensation Plan
New Jersey
$91K
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$90K -$221K -9,724 -72%
HNB
189
Huntington National Bank
Ohio
$88K
PCM
190
Prelude Capital Management
New York
$77K +$75.5K +3,325 New
AAM
191
Advisors Asset Management
Colorado
$74K
OA
192
OFI Advisors
Pennsylvania
$70K -$7.84K -345 -10%
TCM
193
Tradewinds Capital Management
Washington
$69K +$67.8K +2,984 New
HCM
194
Highlander Capital Management
New Jersey
$46.6K
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$43K
MFS
196
MSI Financial Services
Massachusetts
$38K
AP
197
Advisors Preferred
Maryland
$21K +$20.6K +908 New
Creative Planning
198
Creative Planning
Kansas
$15K
TWM
199
Torch Wealth Management
Ohio
$15K +$14.9K +655 New
QT
200
Quantbot Technologies
New York
$9K -$54.5K -2,400 -86%

WAFD Hedge Fund Activity: Q4 2013 in Review

210 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2013, worth a combined $1.91B — up 11% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WAFD positions and 17 closed out — a net gain of 18 holders — while 65 added to existing stakes and 75 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $9.17M. The largest seller was Allianz Asset Management, cutting an estimated $18M.

  • 210 institutional investors held WaFd (WAFD) as of Q4 2013, up from 192 in Q3 2013.
  • Funds reported $1.91B of WaFd stock for Q4 2013, up 11% quarter-over-quarter.
  • 35 funds opened new WaFd positions in Q4 2013 and 17 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $9.17M added.
  • The largest WaFd seller in Q4 2013 was Allianz Asset Management, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2013.