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WaFd
WAFD

Overview Fund Activity

241 hedge funds and large institutions have $1.76B invested in WaFd in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+14
Holders Change %
+6.17%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
67
Reduced
93
Closed
25
Calls
$467K
Puts
–
Net Calls
+$467K
Net Calls Change
-$163K

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.82M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11.3M
3
ECM
ExodusPoint Capital Management
New York
$7.84M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$14.6M
5
Verition Fund Management
Verition Fund Management
Connecticut
$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$11.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$204K
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$512K
4
BlackRock
BlackRock
New York
$253M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
226
Concord Wealth Partners
Virginia
$2K – – –
PWMG
227
Prestige Wealth Management Group
New Jersey
$2K – – –
CAM
228
ClariVest Asset Management
California
$1K – – –
PFBT
229
Parkside Financial Bank & Trust
Missouri
$1K – – –
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
S
231
SignatureFD
Georgia
$1K +$116 +5 +13%
SC
232
Schubert & Co
Texas
$1K +$1K +15 New
C
233
Covestor
United Kingdom
$1K +$1K +24 New
JWA
234
JFS Wealth Advisors
Pennsylvania
$1K +$1K +25 New
Simplex Trading
235
Simplex Trading
Illinois
$1K +$1K +38 New
SWA
236
Sutton Wealth Advisors
Florida
$401 +$401 +12 New
VRS
237
Virginia Retirement Systems
Virginia
$371 -$80 -2,400 -18%
Grantham, Mayo, Van Otterloo & Co (GMO)
238
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.41M -41,173 Closed
Marshall Wace
239
Marshall Wace
United Kingdom
– -$992K -28,911 Closed
TC
240
TwinBeech Capital
New York
– -$825K -24,036 Closed
PP
241
Pegasus Partners
Wisconsin
– -$470K -13,707 Closed
SFG
242
Snider Financial Group
Washington
– -$335K -9,484 Closed
HighTower Advisors
243
HighTower Advisors
Illinois
– -$311K -9,022 Closed
YIH
244
Y-Intercept (HK)
Hong Kong
– -$281K -8,183 Closed
SFI
245
Susquehanna Fundamental Investments
Pennsylvania
– -$280K -8,164 Closed
EWM
246
Empirical Wealth Management
Washington
– -$263K -7,653 Closed
MFS
247
Mirabella Financial Services
United Kingdom
– -$256K -7,457 Closed
Two Sigma Investments
248
Two Sigma Investments
New York
– -$234K -6,815 Closed
PAMS
249
Pictet Asset Management (Switzerland)
Switzerland
– -$202K -5,900 Closed
BCWM
250
Bartlett & Co Wealth Management
Ohio
– -$137K -3,993 Closed
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