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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

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

4% more funds holding

Funds holding: 241251 (+10)

1.72% more ownership

Funds ownership: 81.14%82.86% (+1.7%)

1% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 93

1% more capital invested

Capital invested by funds: $1.76B → $1.77B (+$10.8M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
251
Holders Change
+10
Holders Change %
+4.15%
% of All Funds
3.96%
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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$7K -$456 -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 +$245 +7 +7%
PA
231
Parallel Advisors
California
$3K -$12.4K -355 -78%
C
232
Covestor
United Kingdom
$3K +$2.84K +81 +338%
GRP
233
Global Retirement Partners
California
$3K +$3.05K +87 New
VCM
234
Versant Capital Management
Arizona
$2K -$701 -20 -24%
CWP
235
Concord Wealth Partners
Virginia
$2K
PWMG
236
Prestige Wealth Management Group
New Jersey
$2K
S
237
SignatureFD
Georgia
$2K +$666 +19 +44%
JWA
238
JFS Wealth Advisors
Pennsylvania
$2K +$1.16K +33 +132%
CAM
239
ClariVest Asset Management
California
$1K
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$1K
PFBT
241
Parkside Financial Bank & Trust
Missouri
$1K
SC
242
Schubert & Co
Texas
$1K +$175 +5 +33%
DI
243
Disciplined Investments
Oklahoma
$1K +$561 +16 New
CI
244
Cordant Inc
Oregon
$1K +$1.23K +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

WAFD Hedge Fund Activity: Q1 2022 in Review

251 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2022, worth a combined $1.77B — up 0.61% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WAFD positions and 17 closed out — a net gain of 11 holders — while 94 added to existing stakes and 93 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $38.3M. The largest seller was Arrowstreet Capital, cutting an estimated $20.2M.

  • 251 institutional investors held WaFd (WAFD) as of Q1 2022, up from 241 in Q4 2021.
  • Funds reported $1.77B of WaFd stock for Q1 2022, up 0.61% quarter-over-quarter.
  • 28 funds opened new WaFd positions in Q1 2022 and 17 closed out, a net change of +11 holders.
  • The largest WaFd buyer in Q1 2022 was William Blair Investment Management, an estimated $38.3M added.
  • The largest WaFd seller in Q1 2022 was Arrowstreet Capital, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2022.