WAFD icon

WaFd
WAFD

Overview Fund Activity

200 hedge funds and large institutions have $1.93B invested in WaFd in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-9
Holders Change %
-4.31%
% of All Funds
5.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
77
Reduced
71
Closed
24
Calls
$146K
Puts
$74K
Net Calls
+$72K
Net Calls Change
-$207K

Top Buyers

1
State Street
State Street
Massachusetts
$114M
2
BFA
BlackRock Fund Advisors
California
$103M
3
Norges Bank
Norges Bank
Norway
$32.2M
4
SBH
Segall Bryant & Hamill
Illinois
$9.4M
5
TCIM
TIAA CREF Investment Management
New York
$10.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$190K
2
NI
Numeric Investors
Massachusetts
$9.22M
3
PIM
Perkins Investment Management
Illinois
$116M
4
Wells Fargo
Wells Fargo
California
$3.74M
5
HIM
Hermes Investment Management
United Kingdom
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
MUFG Americas
New York
$100K – – –
OA
177
OFI Advisors
Pennsylvania
$90K +$13.1K +581 +17%
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$83K – – –
AAM
179
Advisors Asset Management
Colorado
$69K -$2.24K -100 -3%
GGPS
180
Gary Goldberg Planning Services
New York
$67K -$3.05K -137 -4%
TCM
181
Tradewinds Capital Management
Washington
$67K – – –
BJ
182
BlackRock Japan
Japan
$53K +$53K +2,343 New
HCM
183
Highlander Capital Management
New Jersey
$44.9K – – –
PG
184
PEAK6 Group
Illinois
$41K +$41K +1,810 New
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$40K +$5.34K +241 +15%
MFS
186
MSI Financial Services
Massachusetts
$37K – – –
TWM
187
Torch Wealth Management
Ohio
$15K – – –
Creative Planning
188
Creative Planning
Kansas
$14K – – –
LWCFA
189
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
ACS
190
Archford Capital Strategies
Illinois
$9.06K – – –
TWA
191
TCI Wealth Advisors
Arizona
$5K – – –
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$5K +$5K +208 New
GAM
193
Gemmer Asset Management
California
$4K – – –
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
WCBA
195
Weaver C. Barksdale & Associates
Tennessee
$2K +$183 +10 +10%
SSG
196
Summit Securities Group
New York
$2K +$2K +77 New
WEC
197
Winslow Evans & Crocker
Massachusetts
$1.88K – – –
PTC
198
Private Trust Company
Ohio
$1K -$68 -3 -6%
EFSCE
199
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$1K – – –
5 6 7
8
9