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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$237M
SIM
2
Sprucegrove Investment Management
Ontario, Canada
$156M -$5.65M -249,100 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$148M +$5.63M +248,165 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$134M +$3.51M +154,623 +3%
PIM
5
Perkins Investment Management
Illinois
$132M -$6.64M -292,858 -5%
Allianz Asset Management
6
Allianz Asset Management
Germany
$81.3M -$3.25M -143,158 -4%
State Street
7
State Street
Massachusetts
$69M -$80.5K -3,548 -0.1%
BFA
8
BlackRock Fund Advisors
California
$68.7M -$3.21M -141,435 -5%
BIT
9
BlackRock Institutional Trust
California
$67.2M +$646K +28,459 +1%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$47.1M +$318K +14,000 +0.7%
HIM
11
Hermes Investment Management
United Kingdom
$42.7M -$448K -19,730 -1%
Northern Trust
12
Northern Trust
Illinois
$40.9M +$1.27M +56,133 +3%
RFC
13
Russell Frank Company
Washington
$30.2M +$5.08M +223,933 +19%
FCM
14
Frontier Capital Management
Massachusetts
$28M +$2.26M +99,798 +9%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$26.2M +$9.43M +415,715 +59%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$25.7M -$571K -25,160 -2%
MWR
17
McAdams Wright Ragen
Washington
$24.3M -$626K -27,596 -3%
Norges Bank
18
Norges Bank
Norway
$22.4M
NI
19
Numeric Investors
Massachusetts
$22.2M +$1.99M +87,666 +10%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$21.5M +$2.63M +115,825 +14%
Ameriprise
21
Ameriprise
Minnesota
$21.2M -$1.05M -46,413 -5%
SFM
22
Systematic Financial Management
New Jersey
$17.7M -$3.38M -148,873 -16%
EAM
23
Edge Asset Management
Washington
$16.9M -$511K -22,508 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$16M -$4.56M -200,982 -23%
RA
25
Royce & Associates
New York
$15.5M +$1.16M +51,103 +8%

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.