WaFd
WAFD
188 hedge funds and large institutions have $1.82B invested in WaFd in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
3% less capital invested
Capital invested by funds: $1.87B → $1.82B (-$48.7M)
2% less funds holding
Funds holding: 192 → 188 (-4)
17% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 76
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
80% less call options, than puts
Call options by funds: $113K | Put options by funds: $556K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.4M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$12.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$11.4M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$7.99M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$11M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$10.9M |
| 3 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$9.39M |
| 4 |
AP
AHL Partners
London,
United Kingdom
|
-$7.09M |
| 5 |
State Street
Boston,
Massachusetts
|
-$6.11M |
WAFD Hedge Fund Activity: Q3 2015 in Review
188 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2015, worth a combined $1.82B — down 2.6% from $1.87B a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of WAFD and 12 opened new positions — a net loss of 3 holders — while 76 trimmed existing stakes and 63 added.
The largest buyer was Bank of America, adding an estimated $13.4M. The largest seller was Allianz Asset Management, cutting an estimated $11M.
- 188 institutional investors held WaFd (WAFD) as of Q3 2015, down from 192 in Q2 2015.
- Funds reported $1.82B of WaFd stock for Q3 2015, down 2.6% quarter-over-quarter.
- 12 funds opened new WaFd positions in Q3 2015 and 15 closed out, a net change of -3 holders.
- The largest WaFd buyer in Q3 2015 was Bank of America, an estimated $13.4M added.
- The largest WaFd seller in Q3 2015 was Allianz Asset Management, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2015.