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WaFd
WAFD

Overview Fund Activity

251 hedge funds and large institutions have $1.77B invested in WaFd in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+10
Holders Change %
+4.15%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
94
Reduced
93
Closed
17
Calls
$377K
Puts
–
Net Calls
+$377K
Net Calls Change
-$90K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$35.8M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$16.8M
3
Victory Capital Management
3
Victory Capital Management
Texas
$11.6M
4
BlackRock
4
BlackRock
New York
$258M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$7.9M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$8.3M
2
Millennium Management
2
Millennium Management
New York
$20.2M
3
FP
3
Foundry Partners
Minnesota
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$5.48M
5
Norges Bank
5
Norges Bank
Norway
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$7K -$820 -13 -10%
MCM
227
Manchester Capital Management
Vermont
$7K – – –
QC
228
Quent Capital
New York
$6K – – –
GAM
229
Gemmer Asset Management
California
$4K – – –
ACM
230
AUA Capital Management
Pennsylvania
$4K +$252 +7 +7%
PA
231
Parallel Advisors
California
$3K -$10.4K -355 -78%
C
232
Covestor
United Kingdom
$3K +$2.31K +81 +338%
GRP
233
Global Retirement Partners
California
$3K +$3K +87 New
VCM
234
Versant Capital Management
Arizona
$2K -$615 -20 -24%
PWMG
235
Prestige Wealth Management Group
New Jersey
$2K – – –
CWP
236
Concord Wealth Partners
Virginia
$2K – – –
S
237
SignatureFD
Georgia
$2K +$613 +19 +44%
JWA
238
JFS Wealth Advisors
Pennsylvania
$2K +$1.14K +33 +132%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
CAM
240
ClariVest Asset Management
California
$1K – – –
PFBT
241
Parkside Financial Bank & Trust
Missouri
$1K – – –
SC
242
Schubert & Co
Texas
$1K +$250 +5 +33%
DI
243
Disciplined Investments
Oklahoma
$1K +$1K +16 New
CI
244
Cordant Inc
Oregon
$1K +$1K +35 New
SWA
245
Sutton Wealth Advisors
Florida
$394 – – –
Macquarie Group
246
Macquarie Group
Australia
$50 – – –
FP
247
Foundry Partners
Minnesota
– -$9.66M -289,523 Closed
RBA
248
Richard Bernstein Advisors
New York
– -$2.99M -89,657 Closed
HF
249
HRT Financial
New York
– -$2.83M -84,836 Closed
E
250
Ergoteles
New York
– -$1.39M -41,565 Closed
7 8 9
10
11