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234 hedge funds and large institutions have $1.59B invested in WaFd in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 234234 (0)

0.54% less ownership

Funds ownership: 81.92%81.39% (-0.54%)

2% less capital invested

Capital invested by funds: $1.62B → $1.59B (-$29.5M)

23% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 91

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
70
Reduced
91
Closed
24
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
+$528K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Prestige Wealth Management Group
New Jersey
$1K
SC
227
Schubert & Co
Texas
$1K +$421 +13 +50%
S
228
SignatureFD
Georgia
$1K +$907 +28 +127%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$1K +$972 +30 New
HGERS
230
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.17K +36 New
MFIMFI
231
Mesirow Financial Investment Management - Fixed Income
Illinois
-$9.45M -314,826 Closed
BAM
232
Bayview Asset Management
Florida
-$4.24M -141,339 Closed
Assenagon Asset Management
233
Assenagon Asset Management
Luxembourg
-$3.48M -116,035 Closed
JAM
234
Jacobs Asset Management
New York
-$3.44M -114,559 Closed
State of Tennessee, Department of Treasury
235
State of Tennessee, Department of Treasury
Tennessee
-$1.2M -40,000 Closed
Holocene Advisors
236
Holocene Advisors
New York
-$1.17M -39,039 Closed
DTL
237
Dynamic Technology Lab
Singapore
-$499K -16,620 Closed
EGM
238
Engineers Gate Manager
New York
-$480K -15,990 Closed
DCM
239
Dupont Capital Management
Delaware
-$371K -12,373 Closed
JF
240
Jump Financial
Illinois
-$369K -12,300 Closed
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
-$367 -11,797 Closed
TI
242
Trexquant Investment
Connecticut
-$316K -10,527 Closed
VI
243
Versor Investments
New York
-$237K -7,898 Closed
TCM
244
Teza Capital Management
Illinois
-$236K -7,873 Closed
Pacer Advisors
245
Pacer Advisors
Pennsylvania
-$233K -7,775 Closed
Simplex Trading
246
Simplex Trading
Illinois
-$130K -4,362 Closed
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
-$124K -4,118 Closed
MS
248
Marshall & Sullivan
Washington
-$94K -3,148 Closed
ETC
249
Exchange Traded Concepts
Oklahoma
-$24K -798 Closed
ZB
250
Zions Bancorporation
Utah
-$8K -270 Closed

WAFD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2022, worth a combined $1.59B — down 1.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 24 closed out — a net gain of 2 holders — while 70 added to existing stakes and 91 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $18.9M. The largest seller was Lazard Asset Management, cutting an estimated $18.3M.

  • 234 institutional investors held WaFd (WAFD) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $1.59B of WaFd stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q3 2022 and 24 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q3 2022 was LSV Asset Management, an estimated $18.9M added.
  • The largest WaFd seller in Q3 2022 was Lazard Asset Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2022.