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WaFd
WAFD

230 hedge funds and large institutions have $1.77B invested in WaFd in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

8% more capital invested

Capital invested by funds: $1.65B → $1.77B (+$128M)

6.96% more ownership

Funds ownership: 69.32% → 76.29% (+7%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 229 → 230 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

81% less call options, than puts

Call options by funds: $343K | Put options by funds: $1.81M

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
84
Reduced
71
Closed
24
Calls
$343K
Puts
$1.81M
Net Calls
-$1.46M
Net Calls Change
-$2.13M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$65.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$31.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$17.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$13M
5
BlackRock
BlackRock
New York
+$12.3M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$7.84M
2
LSV Asset Management
LSV Asset Management
Illinois
-$5.44M
3
Ameriprise
Ameriprise
Minnesota
-$2.94M
4
Morgan Stanley
Morgan Stanley
New York
-$2.53M
5
Millennium Management
Millennium Management
New York
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$229 – – –
TAM
227
Tucker Asset Management
Colorado
$229 +$166 +6 +300%
ECM
228
Everence Capital Management
Indiana
$204 – – –
HNB
229
Huntington National Bank
Ohio
$202 -$194 -7 -50%
Millennium Management
230
Millennium Management
New York
– -$2.23M -76,762 Closed
JF
231
Jump Financial
Illinois
– -$1.82M -62,782 Closed
TPSF
232
Texas Permanent School Fund
Texas
– -$1.73M -59,451 Closed
YIH
233
Y-Intercept (HK)
Hong Kong
– -$1.22M -42,119 Closed
AIG
234
American International Group
New York
– -$1.06M -36,637 Closed
AQR Capital Management
235
AQR Capital Management
Connecticut
– -$1.03M -35,619 Closed
HIM
236
Harbour Investment Management
Washington
– -$945K -32,567 Closed
Mirae Asset Global Investments
237
Mirae Asset Global Investments
South Korea
– -$857K -28,246 Closed
I
238
InceptionR
California
– -$653K -22,509 Closed
TI
239
Tidal Investments
Wisconsin
– -$653K -22,505 Closed
MWM
240
Mission Wealth Management
California
– -$610K -21,029 Closed
NYLIM
241
New York Life Investment Management
New York
– -$377K -12,995 Closed
TSS
242
Two Sigma Securities
New York
– -$321K -11,072 Closed
CANY
243
Caxton Associates (New York)
New York
– -$289K -9,951 Closed
MM
244
MQS Management
New York
– -$242K -8,332 Closed
SG Americas Securities
245
SG Americas Securities
New York
– -$237K -8,152 Closed
DekaBank Deutsche Girozentrale
246
DekaBank Deutsche Girozentrale
Germany
– -$210K -7,322 Closed
GC
247
Guggenheim Capital
Illinois
– -$207K -7,122 Closed
MLICM
248
Metropolitan Life Insurance Company (MetLife)
New York
– -$106K -3,636 Closed
NA
249
NewEdge Advisors
Louisiana
– -$7.1K -245 Closed
HT
250
Headlands Technologies
Illinois
– -$6.36K -219 Closed
7 8 9
10
11

WAFD Hedge Fund Activity: Q2 2024 in Review

230 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2024, worth a combined $1.77B — up 7.8% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 24 closed out — a net gain of 2 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Wells Fargo, adding an estimated $65.3M. The largest seller was Macquarie Group, cutting an estimated $7.84M.

  • 230 institutional investors held WaFd (WAFD) as of Q2 2024, up from 229 in Q1 2024.
  • Funds reported $1.77B of WaFd stock for Q2 2024, up 7.8% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q2 2024 and 24 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q2 2024 was Wells Fargo, an estimated $65.3M added.
  • The largest WaFd seller in Q2 2024 was Macquarie Group, an estimated $7.84M sold.

Based on aggregated 13F filings for Q2 2024.