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WaFd
WAFD

Overview Fund Activity

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
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
–

Top Buyers

1
B
Baird
Wisconsin
$28.1M
2
LSV Asset Management
LSV Asset Management
Illinois
$18.8M
3
Norges Bank
Norges Bank
Norway
$28.2M
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
$10.5M
5
BFA
BlackRock Fund Advisors
California
$107M

Top Sellers

1
HIM
Hermes Investment Management
United Kingdom
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$191M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
4
PIM
Perkins Investment Management
Illinois
$85.5M
5
GC
Guggenheim Capital
Illinois
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$771 +37 +12%
TWA
179
TCI Wealth Advisors
Arizona
$5K – – –
Manulife (Manufacturers Life Insurance)
180
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.11K -$168 -7,594 -4%
GAM
181
Gemmer Asset Management
California
$4K – – –
FPFS
182
First Personal Financial Services
North Carolina
$3K +$3K +144 New
WCBA
183
Weaver C. Barksdale & Associates
Tennessee
$2K -$170 -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
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