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253 hedge funds and large institutions have $1.63B invested in WaFd in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

794% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $191K

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

12% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 82

8% more funds holding

Funds holding: 234253 (+19)

1.06% more ownership

Funds ownership: 81.39%82.45% (+1.1%)

2% more capital invested

Capital invested by funds: $1.59B → $1.63B (+$33.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
92
Reduced
82
Closed
19
Calls
$1.71M
Puts
$191K
Net Calls
+$1.52M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
QL
226
Quarry LP
New York
$18.9K +$19.7K +564 New
PTC
227
Private Trust Company
Ohio
$14K
TWA
228
TCI Wealth Advisors
Arizona
$9.9K
PFBT
229
Parkside Financial Bank & Trust
Missouri
$9.36K +$8.6K +246 +745%
MCM
230
Manchester Capital Management
Vermont
$7.21K +$769 +22 +11%
AWM
231
Accel Wealth Management
Iowa
$6.86K -$13.9K -399 -66%
Balyasny Asset Management
232
Balyasny Asset Management
Illinois
$6.71K -$2.45M -69,974 -100%
QC
233
Quent Capital
New York
$6.07K
LC
234
Lindbrook Capital
California
$5.74K +$5.21K +149 +677%
PA
235
Parallel Advisors
California
$5.2K -$734 -21 -12%
ME
236
McIlrath & Eck
Washington
$4.4K -$16.9K -483 -79%
ACM
237
AUA Capital Management
Pennsylvania
$3.46K
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$3.35K +$1.85K +53 +113%
S
239
SignatureFD
Georgia
$3.32K +$1.71K +49 +98%
GRP
240
Global Retirement Partners
California
$2.92K
JWA
241
JFS Wealth Advisors
Pennsylvania
$2.79K +$420 +12 +17%
NA
242
NewEdge Advisors
Louisiana
$2.62K +$2.73K +78 New
VCM
243
Versant Capital Management
Arizona
$2.18K
CAM
244
ClariVest Asset Management
California
$2K +$804 +23 +110%
TWP
245
TFO Wealth Partners
Ohio
$2K +$699 +20 New
PWMG
246
Prestige Wealth Management Group
New Jersey
$1.54K
SC
247
Schubert & Co
Texas
$1.44K +$140 +4 +10%
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$1.01K
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$1K
SIC
250
SJS Investment Consulting
Ohio
$805 +$385 +11 +85%

WAFD Hedge Fund Activity: Q4 2022 in Review

253 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2022, worth a combined $1.63B — up 2.1% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WAFD positions and 19 closed out — a net gain of 21 holders — while 92 added to existing stakes and 82 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $44M. The largest seller was Verition Fund Management, cutting an estimated $11.1M.

  • 253 institutional investors held WaFd (WAFD) as of Q4 2022, up from 234 in Q3 2022.
  • Funds reported $1.63B of WaFd stock for Q4 2022, up 2.1% quarter-over-quarter.
  • 40 funds opened new WaFd positions in Q4 2022 and 19 closed out, a net change of +21 holders.
  • The largest WaFd buyer in Q4 2022 was Artisan Partners, an estimated $44M added.
  • The largest WaFd seller in Q4 2022 was Verition Fund Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2022.