WaFd
WAFD
184 hedge funds and large institutions have $1.72B invested in WaFd in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 90 reducing their positions, and 29 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
8% less funds holding
Funds holding: 200 → 184 (-16)
11% less capital invested
Capital invested by funds: $1.93B → $1.72B (-$211M)
42% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 90
46% less call options, than puts
Call options by funds: $22K | Put options by funds: $41K
55% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$13.3M |
| 2 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
+$10.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$10M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.16M |
| 5 |
LOAMS
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$15.9M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$15.1M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$9.93M |
| 4 |
JP Morgan Chase
New York
|
-$6.1M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.38M |
WAFD Hedge Fund Activity: Q3 2014 in Review
184 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2014, worth a combined $1.72B — down 11% from $1.93B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of WAFD and 13 opened new positions — a net loss of 16 holders — while 90 trimmed existing stakes and 52 added.
The largest buyer was Northern Trust, adding an estimated $13.3M. The largest seller was Norges Bank, cutting an estimated $15.9M.
- 184 institutional investors held WaFd (WAFD) as of Q3 2014, down from 200 in Q2 2014.
- Funds reported $1.72B of WaFd stock for Q3 2014, down 11% quarter-over-quarter.
- 13 funds opened new WaFd positions in Q3 2014 and 29 closed out, a net change of -16 holders.
- The largest WaFd buyer in Q3 2014 was Northern Trust, an estimated $13.3M added.
- The largest WaFd seller in Q3 2014 was Norges Bank, an estimated $15.9M sold.
Based on aggregated 13F filings for Q3 2014.