WaFd
WAFD
192 hedge funds and large institutions have $1.71B invested in WaFd in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 17 closing their positions.
581% more call options, than puts
Call options by funds: $504K | Put options by funds: $74K
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
9% more capital invested
Capital invested by funds: $1.56B → $1.71B (+$148M)
7% more funds holding
Funds holding: 179 → 192 (+13)
9% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 64
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$16.1M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$14.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.85M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$9.18M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$8.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$24.8M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$22.6M |
| 3 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
-$19.4M |
| 4 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
-$14.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SO
201
STRS Ohio
Columbus,
Ohio
| – | -$406K | -21,507 | Closed |
|
|
WCM
202
Winton Capital Management
London,
United Kingdom
| – | -$357K | -18,912 | Closed |
|
|
IAM
203
Iridian Asset Management
Westport,
Connecticut
| – | -$289K | -15,329 | Closed |
|
204
BNP Paribas Financial Markets
Paris,
France
| – | -$288K | -15,268 | Closed |
|
|
OMCS
205
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$25K | -1,300 | Closed |
|
|
SSG
206
Summit Securities Group
New York
| – | -$14K | -716 | Closed |
|
|
HRIA
207
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| – | -$12K | -655 | Closed |
|
208
Jones Financial Companies
Des Peres,
Missouri
| – | -$4K | -200 | Closed |
|
|
S
209
SignatureFD
Atlanta,
Georgia
| – | -$2K | -108 | Closed |
|
WAFD Hedge Fund Activity: Q3 2013 in Review
192 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2013, worth a combined $1.71B — up 9.5% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new WAFD positions and 17 closed out — a net gain of 14 holders — while 70 added to existing stakes and 64 trimmed.
The largest buyer was Edge Asset Management, adding an estimated $16.1M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $24.8M sold.
- 192 institutional investors held WaFd (WAFD) as of Q3 2013, up from 179 in Q2 2013.
- Funds reported $1.71B of WaFd stock for Q3 2013, up 9.5% quarter-over-quarter.
- 31 funds opened new WaFd positions in Q3 2013 and 17 closed out, a net change of +14 holders.
- The largest WaFd buyer in Q3 2013 was Edge Asset Management, an estimated $16.1M added.
- The largest WaFd seller in Q3 2013 was Lord, Abbett & Co, an estimated $24.8M sold.
Based on aggregated 13F filings for Q3 2013.