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WaFd
WAFD

Overview Fund Activity

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
Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
4.08%
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

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
$42.2M
2
BlackRock
BlackRock
New York
$272M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.94M
4
Vanguard Group
Vanguard Group
Pennsylvania
$241M
5
American Century Companies
American Century Companies
Missouri
$15.8M

Top Sellers

1
Verition Fund Management
Verition Fund Management
Connecticut
$10.9M
2
Goldman Sachs
Goldman Sachs
New York
$53.1M
3
Victory Capital Management
Victory Capital Management
Texas
$3.21M
4
ECM
ExodusPoint Capital Management
New York
$0
5
MIIM
Mesirow Institutional Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
226
Quarry LP
New York
$18.9K +$18.9K +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 +$8.25K +246 +745%
MCM
230
Manchester Capital Management
Vermont
$7.21K +$738 +22 +11%
AWM
231
Accel Wealth Management
Iowa
$6.86K -$13.4K -399 -66%
Balyasny Asset Management
232
Balyasny Asset Management
Illinois
$6.71K -$2.35M -69,974 -100%
QC
233
Quent Capital
New York
$6.07K – – –
LC
234
Lindbrook Capital
California
$5.74K +$5K +149 +677%
PA
235
Parallel Advisors
California
$5.2K -$705 -21 -12%
ME
236
McIlrath & Eck
Washington
$4.4K -$16.2K -483 -79%
ACM
237
AUA Capital Management
Pennsylvania
$3.46K – – –
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$3.36K +$1.78K +53 +113%
S
239
SignatureFD
Georgia
$3.32K +$1.64K +49 +98%
GRP
240
Global Retirement Partners
California
$2.92K – – –
JWA
241
JFS Wealth Advisors
Pennsylvania
$2.79K +$403 +12 +17%
NA
242
NewEdge Advisors
Louisiana
$2.62K +$2.62K +78 New
VCM
243
Versant Capital Management
Arizona
$2.18K – – –
CAM
244
ClariVest Asset Management
California
$2K +$1.05K +23 +110%
TWP
245
TFO Wealth Partners
Ohio
$2K +$2K +20 New
PWMG
246
Prestige Wealth Management Group
New Jersey
$1.54K – – –
SC
247
Schubert & Co
Texas
$1.44K +$134 +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 +$369 +11 +85%
7 8 9
10
11