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187 hedge funds and large institutions have $1.82B invested in WaFd in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $1.72B → $1.82B (+$97.8M)

2% more funds holding

Funds holding: 184187 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

32% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 79

Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
54
Reduced
79
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$16K
LWCFA
177
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
TRCT
178
Tower Research Capital (TRC)
New York
$7K +$792 +37 +12%
TWA
179
TCI Wealth Advisors
Arizona
$5K
Manulife (Manufacturers Life Insurance)
180
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.11K -$163K -7,594 -4%
GAM
181
Gemmer Asset Management
California
$4K
FPFS
182
First Personal Financial Services
North Carolina
$3K +$3.08K +144 New
WCBA
183
Weaver C. Barksdale & Associates
Tennessee
$2K -$193 -9 -8%
PIA
184
Piedmont Investment Advisors
North Carolina
$1.97K
WEC
185
Winslow Evans & Crocker
Massachusetts
$1.86K
EFSCE
186
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
HIM
187
Hermes Investment Management
United Kingdom
-$32.5M -1,598,147 Closed
DRZID
188
DePrince Race & Zollo Inc (DRZ)
Florida
-$18.5M -910,537 Closed
LOAMS
189
Lombard Odier Asset Management (Switzerland)
Switzerland
-$3.43M -167,754 Closed
ARC
190
Absolute Return Capital
Massachusetts
-$1.68M -82,310 Closed
GT
191
Glenmede Trust
Pennsylvania
-$1.33M -65,401 Closed
NCCM
192
Nine Chapters Capital Management
New Jersey
-$932K -45,800 Closed
WG
193
Winton Group
United Kingdom
-$703K -34,549 Closed
PP
194
PDT Partners
New York
-$482K -23,694 Closed
SCA
195
Secor Capital Advisors
New York
-$466K -22,887 Closed
BNP Paribas Financial Markets
196
BNP Paribas Financial Markets
France
-$415K -20,387 Closed
Stifel Financial
197
Stifel Financial
Missouri
-$372K -18,254 Closed
Tudor Investment Corp
198
Tudor Investment Corp
Connecticut
-$257K -12,600 Closed
Natixis Advisors
199
Natixis Advisors
Massachusetts
-$256K -12,557 Closed
Citadel Advisors
200
Citadel Advisors
Florida
-$254K -12,482 Closed

WAFD Hedge Fund Activity: Q4 2014 in Review

187 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2014, worth a combined $1.82B — up 5.7% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 19 closed out — a net gain of 7 holders — while 54 added to existing stakes and 79 trimmed.

The largest buyer was Baird, opening a new position worth an estimated $27.1M. The largest seller was Hermes Investment Management, exiting entirely with an estimated $32.5M sold.

  • 187 institutional investors held WaFd (WAFD) as of Q4 2014, up from 184 in Q3 2014.
  • Funds reported $1.82B of WaFd stock for Q4 2014, up 5.7% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q4 2014 and 19 closed out, a net change of +7 holders.
  • The largest WaFd buyer in Q4 2014 was Baird, an estimated $27.1M added.
  • The largest WaFd seller in Q4 2014 was Hermes Investment Management, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2014.