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209 hedge funds and large institutions have $1.91B invested in WaFd in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $326K | Put options by funds: $47K

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0% more capital invested

Capital invested by funds: $1.91B → $1.91B (+$7.56M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0% less funds holding

Funds holding: 210209 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
209
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
78
Reduced
74
Closed
17
Calls
$326K
Puts
$47K
Net Calls
+$279K
Net Calls Change
+$49K
Name Holding Trade Value Shares
Change
Change in
Stake
GVT
176
Genesee Valley Trust
New York
$221K
AB
177
AT Bancorp
Iowa
$215K
Stifel Financial
178
Stifel Financial
Missouri
$202K +$197K +8,669 New
TF
179
Trutina Financial
Washington
$188K +$183K +8,063 New
Canada Life
180
Canada Life
Manitoba, Canada
$166K
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$149K -$3.95K -174 -3%
KBC Group
182
KBC Group
Belgium
$126K
Royal Bank of Canada
183
Royal Bank of Canada
Ontario, Canada
$116K -$236K -10,421 -68%
MA
184
MUFG Americas
New York
$104K
QT
185
Quantbot Technologies
New York
$102K +$90.8K +4,000 +1,000%
Teacher Retirement System of Texas
186
Teacher Retirement System of Texas
Texas
$86K -$3.92K -173 -4%
OA
187
OFI Advisors
Pennsylvania
$80K +$8.92K +393 +13%
AAM
188
Advisors Asset Management
Colorado
$74K
GGPS
189
Gary Goldberg Planning Services
New York
$73K +$63.6K +2,804 +825%
TCM
190
Tradewinds Capital Management
Washington
$70K
HCM
191
Highlander Capital Management
New Jersey
$46.6K
MFS
192
MSI Financial Services
Massachusetts
$38K
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$37K -$6.01K -265 -14%
PCM
194
Prelude Capital Management
New York
$28K -$48K -2,115 -64%
TRCT
195
Tower Research Capital (TRC)
New York
$18K -$190K -8,389 -91%
Creative Planning
196
Creative Planning
Kansas
$15K
TWM
197
Torch Wealth Management
Ohio
$15K
LWCFA
198
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$11.3K +500 New
ACS
199
Archford Capital Strategies
Illinois
$9.41K +$9.17K +404 New
TWA
200
TCI Wealth Advisors
Arizona
$5K

WAFD Hedge Fund Activity: Q1 2014 in Review

209 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2014, worth a combined $1.91B — up 0.4% from $1.91B a quarter earlier.

Fund positioning in WAFD was balanced in Q1 2014: 17 funds opened new positions, 17 closed out, 78 added to existing stakes and 74 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $9.43M. The largest seller was Perkins Investment Management, cutting an estimated $6.64M.

  • 209 institutional investors held WaFd (WAFD) as of Q1 2014, down from 210 in Q4 2013.
  • Funds reported $1.91B of WaFd stock for Q1 2014, up 0.4% quarter-over-quarter.
  • 17 funds opened new WaFd positions in Q1 2014 and 17 closed out, a net change of 0 holders.
  • The largest WaFd buyer in Q1 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $9.43M added.
  • The largest WaFd seller in Q1 2014 was Perkins Investment Management, an estimated $6.64M sold.

Based on aggregated 13F filings for Q1 2014.