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192 hedge funds and large institutions have $1.87B invested in WaFd in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

6% more capital invested

Capital invested by funds: $1.76B → $1.87B (+$109M)

3% more funds holding

Funds holding: 187192 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

28% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 81

64% less call options, than puts

Call options by funds: $296K | Put options by funds: $829K

Holders
192
Holders Change
+5
Holders Change %
+2.67%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
58
Reduced
81
Closed
14
Calls
$296K
Puts
$829K
Net Calls
-$533K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$199M -$6.36M -283,745 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$163M +$1.79M +79,941 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$162M +$3.46M +154,212 +2%
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$147M -$8.4M -375,010 -6%
State Street
5
State Street
Massachusetts
$121M -$1.87M -83,309 -2%
BFA
6
BlackRock Fund Advisors
California
$106M -$7.56M -337,391 -7%
Allianz Asset Management
7
Allianz Asset Management
Germany
$78.3M -$263K -11,757 -0.3%
BIT
8
BlackRock Institutional Trust
California
$66.5M -$6.51M -290,463 -9%
Northern Trust
9
Northern Trust
Illinois
$56.3M -$2.42M -108,114 -4%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$43.4M -$3.77M -168,106 -8%
PIM
11
Perkins Investment Management
Illinois
$41.7M -$21M -935,799 -34%
Norges Bank
12
Norges Bank
Norway
$31.9M
Baird Financial Group
13
Baird Financial Group
Wisconsin
$31.8M +$30.5M +1,361,919 New
FCM
14
Frontier Capital Management
Massachusetts
$31.1M +$1.16M +51,727 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$29.6M +$106K +4,723 +0.4%
SFM
16
Systematic Financial Management
New Jersey
$27.3M +$10.2M +454,600 +64%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$25.7M -$117K -5,230 -0.5%
LSV Asset Management
18
LSV Asset Management
Illinois
$23.6M +$352K +15,700 +2%
Prudential Financial
19
Prudential Financial
New Jersey
$22.1M -$663K -29,600 -3%
Ameriprise
20
Ameriprise
Minnesota
$20.6M -$1.43M -63,993 -7%
Chevy Chase Trust
21
Chevy Chase Trust
Maryland
$18.8M +$2.05M +91,336 +13%
Boston Partners
22
Boston Partners
Massachusetts
$16M +$1.01M +44,961 +7%
RFC
23
Russell Frank Company
Washington
$15.9M +$2.09M +93,501 +16%
RA
24
Royce & Associates
New York
$14.7M -$874K -39,000 -6%
MAA
25
Managed Account Advisors
New Jersey
$14.4M +$952K +42,477 +7%

WAFD Hedge Fund Activity: Q2 2015 in Review

192 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2015, worth a combined $1.87B — up 6.2% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WAFD positions and 14 closed out — a net gain of 6 holders — while 58 added to existing stakes and 81 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $11.6M. The largest seller was Perkins Investment Management, cutting an estimated $21M.

  • 192 institutional investors held WaFd (WAFD) as of Q2 2015, up from 187 in Q1 2015.
  • Funds reported $1.87B of WaFd stock for Q2 2015, up 6.2% quarter-over-quarter.
  • 20 funds opened new WaFd positions in Q2 2015 and 14 closed out, a net change of +6 holders.
  • The largest WaFd buyer in Q2 2015 was Deutsche Bank, an estimated $11.6M added.
  • The largest WaFd seller in Q2 2015 was Perkins Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2015.