WaFd
WAFD
214 hedge funds and large institutions have $1.39B invested in WaFd in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 97 reducing their positions, and 19 closing their positions.
96% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $635K
2% less funds holding
Funds holding: 218 → 214 (-4)
2.02% less ownership
Funds ownership: 86.13% → 84.11% (-2%)
7% less capital invested
Capital invested by funds: $1.5B → $1.39B (-$101M)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
34% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 97
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$5.37M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$4.07M |
| 3 |
TC
TwinBeech Capital
Purchase,
New York
|
+$3.31M |
| 4 |
HF
HRT Financial
New York
|
+$2.42M |
| 5 |
Millennium Management
New York
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$20M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$9.29M |
| 3 |
MWM
Moran Wealth Management
Naples,
Florida
|
-$7.35M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$6.73M |
| 5 |
Goldman Sachs
New York
|
-$6.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
226
Toth Financial Advisory
Leesburg,
Virginia
| – | -$31.8K | -1,200 | Closed |
|
|
SSG
227
Summit Securities Group
New York
| – | -$15K | -1,000 | Closed |
|
|
WP
228
WealthPLAN Partners
Omaha,
Nebraska
| – | -$5.33K | -201 | Closed |
|
229
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -171 | Closed |
|
|
KFI
230
Key Financial Inc
West Chester,
Pennsylvania
| – | -$3.9K | -147 | Closed |
|
|
FHA
231
First Horizon Advisors
Memphis,
Tennessee
| – | -$1.75K | -66 | Closed |
|
|
CAM
232
ClariVest Asset Management
San Diego,
California
| – | -$587 | -21 | -66% |
|
|
DI
233
Disciplined Investments
Tulsa,
Oklahoma
| – | -$398 | -15 | Closed |
|
WAFD Hedge Fund Activity: Q3 2023 in Review
214 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2023, worth a combined $1.39B — down 6.8% from $1.5B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of WAFD and 16 opened new positions — a net loss of 3 holders — while 97 trimmed existing stakes and 64 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $5.37M. The largest seller was State Street, cutting an estimated $20M.
- 214 institutional investors held WaFd (WAFD) as of Q3 2023, down from 218 in Q2 2023.
- Funds reported $1.39B of WaFd stock for Q3 2023, down 6.8% quarter-over-quarter.
- 16 funds opened new WaFd positions in Q3 2023 and 19 closed out, a net change of -3 holders.
- The largest WaFd buyer in Q3 2023 was Fuller & Thaler Asset Management, an estimated $5.37M added.
- The largest WaFd seller in Q3 2023 was State Street, an estimated $20M sold.
Based on aggregated 13F filings for Q3 2023.