WaFd
WAFD
192 hedge funds and large institutions have $1.87B invested in WaFd in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 14 closing their positions.
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
6% more capital invested
Capital invested by funds: $1.76B → $1.87B (+$109M)
3% more funds holding
Funds holding: 187 → 192 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
28% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 81
64% less call options, than puts
Call options by funds: $296K | Put options by funds: $829K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$11.6M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$10.2M |
| 3 |
AP
AHL Partners
London,
United Kingdom
|
+$7.34M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$5.37M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$21M |
| 2 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$8.4M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$7.56M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$6.51M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Creative Planning
Overland Park,
Kansas
| – | -$33K | -1,531 | Closed |
|
|
FWC
202
First Washington Corp
Seattle,
Washington
| – | -$29K | -1,350 | Closed |
|
203
Walleye Trading
New York
| – | -$28K | -1,285 | Closed |
|
|
BAM
204
Bruderman Asset Management
Locust Valley,
New York
| – | -$14K | -634 | Closed |
|
205
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$6K | -281 | Closed |
|
|
FPFS
206
First Personal Financial Services
Charlotte,
North Carolina
| – | -$4K | -144 | Closed |
|
WAFD Hedge Fund Activity: Q2 2015 in Review
192 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2015, worth a combined $1.87B — up 6.2% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new WAFD positions and 14 closed out — a net gain of 6 holders — while 58 added to existing stakes and 81 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $11.6M. The largest seller was Perkins Investment Management, cutting an estimated $21M.
- 192 institutional investors held WaFd (WAFD) as of Q2 2015, up from 187 in Q1 2015.
- Funds reported $1.87B of WaFd stock for Q2 2015, up 6.2% quarter-over-quarter.
- 20 funds opened new WaFd positions in Q2 2015 and 14 closed out, a net change of +6 holders.
- The largest WaFd buyer in Q2 2015 was Deutsche Bank, an estimated $11.6M added.
- The largest WaFd seller in Q2 2015 was Perkins Investment Management, an estimated $21M sold.
Based on aggregated 13F filings for Q2 2015.