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210 hedge funds and large institutions have $1.91B invested in WaFd in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more call options, than puts

Call options by funds: $277K | Put options by funds: $47K

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more capital invested

Capital invested by funds: $1.71B → $1.91B (+$194M)

9% more funds holding

Funds holding: 192210 (+18)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
6.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
35
Increased
65
Reduced
75
Closed
17
Calls
$277K
Puts
$47K
Net Calls
+$230K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$237M +$1.44M +63,600 +0.6%
SIM
2
Sprucegrove Investment Management
Ontario, Canada
$162M -$1.86M -81,900 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$142M +$5.54M +244,097 +4%
PIM
4
Perkins Investment Management
Illinois
$139M -$10.6M -465,296 -7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$131M +$6.87M +302,317 +6%
Allianz Asset Management
6
Allianz Asset Management
Germany
$84.6M -$18M -790,697 -18%
BFA
7
BlackRock Fund Advisors
California
$72M +$4.09M +180,007 +6%
State Street
8
State Street
Massachusetts
$69.1M -$2.7M -118,911 -4%
BIT
9
BlackRock Institutional Trust
California
$66.5M +$868K +38,203 +1%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$46.7M +$1.96M +86,404 +4%
HIM
11
Hermes Investment Management
United Kingdom
$43.1M -$1.16M -50,960 -3%
Northern Trust
12
Northern Trust
Illinois
$39.6M +$731K +32,170 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$26.2M -$288K -12,697 -1%
FCM
14
Frontier Capital Management
Massachusetts
$25.6M +$2.75M +121,134 +12%
RFC
15
Russell Frank Company
Washington
$25.6M -$2.48M -109,116 -9%
MWR
16
McAdams Wright Ragen
Washington
$24.9M +$195K +8,601 +0.8%
Norges Bank
17
Norges Bank
Norway
$22.3M
Ameriprise
18
Ameriprise
Minnesota
$22.3M -$1.53M -67,264 -7%
SFM
19
Systematic Financial Management
New Jersey
$21.1M +$1.42M +62,482 +7%
Citadel Advisors
20
Citadel Advisors
Florida
$20.7M +$6.74M +296,591 +50%
NI
21
Numeric Investors
Massachusetts
$20.2M +$1.95M +86,042 +11%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$18.8M -$1.16M -50,916 -6%
EAM
23
Edge Asset Management
Washington
$17.4M -$17.7M -781,326 -51%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$16.5M +$9.17M +403,649 +132%
MAA
25
Managed Account Advisors
New Jersey
$15.7M -$1.43M -63,021 -9%

WAFD Hedge Fund Activity: Q4 2013 in Review

210 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2013, worth a combined $1.91B — up 11% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WAFD positions and 17 closed out — a net gain of 18 holders — while 65 added to existing stakes and 75 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $9.17M. The largest seller was Allianz Asset Management, cutting an estimated $18M.

  • 210 institutional investors held WaFd (WAFD) as of Q4 2013, up from 192 in Q3 2013.
  • Funds reported $1.91B of WaFd stock for Q4 2013, up 11% quarter-over-quarter.
  • 35 funds opened new WaFd positions in Q4 2013 and 17 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $9.17M added.
  • The largest WaFd seller in Q4 2013 was Allianz Asset Management, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2013.