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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
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$4K
GAM
202
Gemmer Asset Management
California
$4K +$4.02K +177 New
Manulife (Manufacturers Life Insurance)
203
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.49K -$1.95K -86 -0.1%
EFSCE
204
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
WCBA
205
Weaver C. Barksdale & Associates
Tennessee
$2K +$272 +12 +14%
KT
206
Kanaly Trust
Texas
$2K +$1.59K +70 New
WEC
207
Winslow Evans & Crocker
Massachusetts
$1.96K
PTC
208
Private Trust Company
Ohio
$1K -$1.25K -55 -54%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$1K
State of Tennessee, Department of Treasury
210
State of Tennessee, Department of Treasury
Tennessee
-$5.36M -230,000 Closed
Two Sigma Investments
211
Two Sigma Investments
New York
-$1.72M -73,982 Closed
Capital Fund Management (CFM)
212
Capital Fund Management (CFM)
France
-$587K -25,200 Closed
BIM
213
BRC Investment Management
Colorado
-$504K -21,625 Closed
GCP
214
GSA Capital Partners
United Kingdom
-$494K -21,206 Closed
Jane Street
215
Jane Street
New York
-$467K -20,064 Closed
MIU
216
Man Investments (UK)
United Kingdom
-$417K -17,894 Closed
OC
217
Oppenheimer & Co
New York
-$264K -11,349 Closed
BOH
218
Bank of Hawaii
Hawaii
-$253K -10,875 Closed
Nomura Holdings
219
Nomura Holdings
Japan
-$232K -9,971 Closed
ZCM
220
Zebra Capital Management
Connecticut
-$217K -9,296 Closed
PP
221
Paloma Partners
Connecticut
-$216K -9,279 Closed
EMG
222
Ellington Management Group
Connecticut
-$212K -9,100 Closed
HI
223
HBK Investments
Texas
-$200K -8,600 Closed
NSEDCP
224
NJ State Employees Deferred Compensation Plan
New Jersey
-$91K -3,896 Closed
HNB
225
Huntington National Bank
Ohio
-$88K -3,780 Closed

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.