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WaFd
WAFD

Overview Fund Activity

200 hedge funds and large institutions have $1.93B invested in WaFd in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-9
Holders Change %
-4.31%
% of All Funds
5.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
77
Reduced
71
Closed
24
Calls
$146K
Puts
$74K
Net Calls
+$72K
Net Calls Change
-$207K

Top Buyers

1
State Street
State Street
Massachusetts
$114M
2
BFA
BlackRock Fund Advisors
California
$103M
3
Norges Bank
Norges Bank
Norway
$32.2M
4
SBH
Segall Bryant & Hamill
Illinois
$9.4M
5
TCIM
TIAA CREF Investment Management
New York
$10.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$190K
2
NI
Numeric Investors
Massachusetts
$9.22M
3
PIM
Perkins Investment Management
Illinois
$116M
4
Wells Fargo
Wells Fargo
California
$3.74M
5
HIM
Hermes Investment Management
United Kingdom
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$224M -$3.48M -155,348 -2%
SIM
2
Sprucegrove Investment Management
Ontario, Canada
$150M -$736K -32,800 -0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$145M +$2.52M +112,329 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$134M +$4.53M +202,070 +4%
PIM
5
Perkins Investment Management
Illinois
$116M -$11.1M -496,485 -9%
State Street
6
State Street
Massachusetts
$114M +$47.2M +2,102,765 +71%
BFA
7
BlackRock Fund Advisors
California
$103M +$36.6M +1,632,467 +55%
Allianz Asset Management
8
Allianz Asset Management
Germany
$75.1M -$3.13M -139,701 -4%
BIT
9
BlackRock Institutional Trust
California
$67.4M +$2.75M +122,391 +4%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$45.6M +$243K +10,835 +0.5%
Northern Trust
11
Northern Trust
Illinois
$42.6M +$3.21M +143,252 +8%
HIM
12
Hermes Investment Management
United Kingdom
$35.2M -$5.84M -260,449 -14%
Norges Bank
13
Norges Bank
Norway
$32.2M +$10.6M +474,389 +49%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$30.8M +$5.61M +250,142 +22%
FCM
15
Frontier Capital Management
Massachusetts
$27.8M +$864K +38,531 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$27.5M +$2.77M +123,287 +11%
RFC
17
Russell Frank Company
Washington
$27.1M -$2.2M -105,030 -8%
MWR
18
McAdams Wright Ragen
Washington
$26.5M +$3.15M +140,527 +13%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$20.8M +$98K +4,370 +0.5%
Ameriprise
20
Ameriprise
Minnesota
$20M -$407K -18,152 -2%
SFM
21
Systematic Financial Management
New Jersey
$17.5M +$439K +19,575 +3%
EAM
22
Edge Asset Management
Washington
$16M -$292K -13,017 -2%
RA
23
Royce & Associates
New York
$15.3M +$359K +16,000 +2%
MAA
24
Managed Account Advisors
New Jersey
$14.3M -$120K -5,331 -0.8%
Boston Partners
25
Boston Partners
Massachusetts
$14.3M -$118K -5,244 -0.8%
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