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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.

New
Increased
Maintained
Reduced
Closed

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: 179192 (+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: 21 (-1)

Holders
192
Holders Change
+13
Holders Change %
+7.26%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
70
Reduced
64
Closed
17
Calls
$504K
Puts
$74K
Net Calls
+$430K
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$209M -$6.3M -296,530 -3%
SIM
2
Sprucegrove Investment Management
Ontario, Canada
$145M -$5.56M -261,800 -4%
PIM
3
Perkins Investment Management
Illinois
$133M -$9.1M -428,119 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$121M +$9.85M +463,454 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$110M +$5.03M +236,822 +5%
Allianz Asset Management
6
Allianz Asset Management
Germany
$91.5M +$9.18M +431,925 +11%
State Street
7
State Street
Massachusetts
$63.8M -$361K -17,002 -0.5%
BFA
8
BlackRock Fund Advisors
California
$60.2M +$2.38M +111,984 +4%
BIT
9
BlackRock Institutional Trust
California
$58.2M -$1.91M -89,725 -3%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$39.7M +$7.75M +364,763 +23%
HIM
11
Hermes Investment Management
United Kingdom
$39.3M +$4.36M +205,051 +12%
Northern Trust
12
Northern Trust
Illinois
$34.5M -$742K -34,929 -2%
EAM
13
Edge Asset Management
Washington
$30.2M +$16.1M +758,725 +98%
RFC
14
Russell Frank Company
Washington
$26.5M +$8.44M +397,384 +45%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$23.6M -$589K -27,732 -2%
MWR
16
McAdams Wright Ragen
Washington
$21.9M -$229K -10,781 -1%
Ameriprise
17
Ameriprise
Minnesota
$21.2M -$11.4M -535,438 -34%
FCM
18
Frontier Capital Management
Massachusetts
$20.3M +$1.74M +82,063 +9%
Norges Bank
19
Norges Bank
Norway
$19.8M
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$17.8M -$6.53M -307,470 -26%
SFM
21
Systematic Financial Management
New Jersey
$17.5M +$94.7K +4,455 +0.5%
NI
22
Numeric Investors
Massachusetts
$16.1M +$14.4M +679,607 +679%
GC
23
Guggenheim Capital
Illinois
$16.1M +$955K +44,926 +6%
MAA
24
Managed Account Advisors
New Jersey
$15.3M -$2.96M -139,332 -16%
Boston Partners
25
Boston Partners
Massachusetts
$14.1M -$372K -17,512 -2%

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.