WaFd
WAFD
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.
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
2% more funds holding
Funds holding: 184 → 187 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.88% less ownership
Funds ownership: 86.12% → 85.24% (-0.88%)
14% less capital inflows, than outflows
Capital inflows: $119M | Capital outflows: $139M
32% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird
Milwaukee,
Wisconsin
|
+$27.1M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$14.4M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$12.4M |
| 4 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$10.1M |
| 5 |
BlackRock Fund Advisors
San Francisco,
California
|
+$6.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hermes Investment Management
London Uk,
United Kingdom
|
-$32.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.4M |
| 3 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$18.5M |
| 4 |
Perkins Investment Management
Chicago,
Illinois
|
-$13M |
| 5 |
Guggenheim Capital
Chicago,
Illinois
|
-$8.35M |
WAFD Hedge Fund Activity: Q4 2014 in Review
187 of the 3,765 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.