WaFd
WAFD
213 hedge funds and large institutions have $1.81B invested in WaFd in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 26 closing their positions.
464% more call options, than puts
Call options by funds: $1.74M | Put options by funds: $309K
30% more capital invested
Capital invested by funds: $1.39B → $1.81B (+$414M)
1.44% more ownership
Funds ownership: 84.11% → 85.55% (+1.4%)
8% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 26
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less funds holding
Funds holding: 214 → 213 (-1)
26% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$17.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.4M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$7.74M |
| 5 |
State Street
Boston,
Massachusetts
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$10.8M |
| 2 |
JP Morgan Chase
New York
|
-$9.17M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$8.66M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$7.26M |
| 5 |
BlackRock
New York
|
-$7.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWCM
226
Ferguson Wellman Capital Management
Portland,
Oregon
| – | -$366K | -14,288 | Closed |
|
227
Truist Financial
Charlotte,
North Carolina
| – | -$344K | -13,412 | Closed |
|
|
XT
228
XTX Topco
George Town,
Cayman Islands
| – | -$333K | -13,017 | Closed |
|
229
SG Americas Securities
New York
| – | -$331K | -12,914 | Closed |
|
|
YIH
230
Y-Intercept (HK)
Hong Kong
| – | -$238K | -9,291 | Closed |
|
|
ACM
231
Aquatic Capital Management
Chicago,
Illinois
| – | -$151K | -5,900 | Closed |
|
232
Amundi
Paris,
France
| – | -$70.4K | -2,794 | Closed |
|
|
ETC
233
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$55.7K | -2,175 | Closed |
|
|
UFF
234
USA Financial Formulas
Ada,
Michigan
| – | -$42.8K | -1,669 | Closed |
|
|
HT
235
Headlands Technologies
Chicago,
Illinois
| – | -$34.7K | -1,356 | Closed |
|
|
LFA
236
LGT Financial Advisors
Dallas,
Texas
| – | -$8.35K | -326 | Closed |
|
|
PVH
237
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$5K | -191 | Closed |
|
|
SAM
238
Smartleaf Asset Management
Boston,
Massachusetts
| – | +$166 | +6 | New |
|
WAFD Hedge Fund Activity: Q4 2023 in Review
213 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2023, worth a combined $1.81B — up 30% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new WAFD positions and 26 closed out — a net gain of 2 holders — while 63 added to existing stakes and 85 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19M. The largest seller was Goldman Sachs, cutting an estimated $10.8M.
- 213 institutional investors held WaFd (WAFD) as of Q4 2023, down from 214 in Q3 2023.
- Funds reported $1.81B of WaFd stock for Q4 2023, up 30% quarter-over-quarter.
- 28 funds opened new WaFd positions in Q4 2023 and 26 closed out, a net change of +2 holders.
- The largest WaFd buyer in Q4 2023 was Morgan Stanley, an estimated $19M added.
- The largest WaFd seller in Q4 2023 was Goldman Sachs, an estimated $10.8M sold.
Based on aggregated 13F filings for Q4 2023.