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187 hedge funds and large institutions have $1.82B invested in WaFd in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $1.72B → $1.82B (+$97.8M)

2% more funds holding

Funds holding: 184187 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

32% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 79

Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
54
Reduced
79
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$191M -$25.4M -1,187,213 -12%
SIM
2
Sprucegrove Investment Management
Ontario, Canada
$156M -$2.11M -98,590 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$144M +$4.29M +200,591 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$141M +$633K +29,556 +0.5%
State Street
5
State Street
Massachusetts
$118M -$4.68M -218,839 -4%
BFA
6
BlackRock Fund Advisors
California
$107M +$6.9M +322,288 +7%
PIM
7
Perkins Investment Management
Illinois
$85.5M -$13M -605,883 -14%
Allianz Asset Management
8
Allianz Asset Management
Germany
$78.9M +$1.05M +48,939 +1%
BIT
9
BlackRock Institutional Trust
California
$68.5M +$3.61M +168,731 +6%
Northern Trust
10
Northern Trust
Illinois
$54.8M -$978K -45,721 -2%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$46.3M +$719K +33,617 +2%
Norges Bank
12
Norges Bank
Norway
$28.2M +$12.4M +579,360 +84%
FCM
13
Frontier Capital Management
Massachusetts
$28.1M -$274K -12,790 -1%
B
14
Baird
Wisconsin
$28.1M +$27.1M +1,267,182 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$27M +$7.9K +369 +0%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$24.4M +$983K +45,919 +4%
RFC
17
Russell Frank Company
Washington
$21.8M -$5.53M -258,506 -21%
Ameriprise
18
Ameriprise
Minnesota
$20.4M +$571K +26,691 +3%
LSV Asset Management
19
LSV Asset Management
Illinois
$18.8M +$14.4M +671,498 +382%
SFM
20
Systematic Financial Management
New Jersey
$16M -$246K -11,474 -2%
EAM
21
Edge Asset Management
Washington
$15.5M -$143K -6,700 -1%
Boston Partners
22
Boston Partners
Massachusetts
$15M -$16.1K -753 -0.1%
RA
23
Royce & Associates
New York
$14.9M -$64.2K -3,000 -0.4%
HA
24
Heartland Advisors
Wisconsin
$13.7M +$177K +8,281 +1%
MAA
25
Managed Account Advisors
New Jersey
$13.2M -$491K -22,922 -4%

WAFD Hedge Fund Activity: Q4 2014 in Review

187 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2014, worth a combined $1.82B — up 5.7% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 19 closed out — a net gain of 7 holders — while 54 added to existing stakes and 79 trimmed.

The largest buyer was Baird, opening a new position worth an estimated $27.1M. The largest seller was Hermes Investment Management, exiting entirely with an estimated $32.5M sold.

  • 187 institutional investors held WaFd (WAFD) as of Q4 2014, up from 184 in Q3 2014.
  • Funds reported $1.82B of WaFd stock for Q4 2014, up 5.7% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q4 2014 and 19 closed out, a net change of +7 holders.
  • The largest WaFd buyer in Q4 2014 was Baird, an estimated $27.1M added.
  • The largest WaFd seller in Q4 2014 was Hermes Investment Management, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2014.