WaFd
WAFD
234 hedge funds and large institutions have $1.62B invested in WaFd in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 28 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.94% less ownership
Funds ownership: 82.86% → 81.92% (-0.94%)
2% less call options, than puts
Call options by funds: $303K | Put options by funds: $309K
3% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 93
7% less funds holding
Funds holding: 251 → 234 (-17)
8% less capital invested
Capital invested by funds: $1.77B → $1.62B (-$150M)
39% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$12.4M |
| 2 |
State Street
Boston,
Massachusetts
|
+$12M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
+$8.61M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$7.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$6.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$18.9M |
| 2 |
Goldman Sachs
New York
|
-$14.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$10.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.07M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$5.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
251
Caprock Group
Boise,
Idaho
| – | -$213K | -6,500 | Closed |
|
|
MWM
252
Madison Wealth Management
Cincinnati,
Ohio
| – | -$209K | -6,375 | Closed |
|
|
PHK
253
Point72 Hong Kong
Hong Kong
| – | -$82K | -2,513 | Closed |
|
|
FPS
254
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$8K | -255 | Closed |
|
|
GAM
255
Gemmer Asset Management
Walnut Creek,
California
| – | -$4K | -136 | Closed |
|
|
C
256
Covestor
London,
United Kingdom
| – | -$2.79K | -89 | -85% |
|
|
CWP
257
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2K | -58 | Closed |
|
|
CI
258
Cordant Inc
Portland,
Oregon
| – | -$1K | -35 | Closed |
|
259
Rockefeller Capital Management
New York
| – | +$63 | +2 | +18% |
|
WAFD Hedge Fund Activity: Q2 2022 in Review
234 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2022, worth a combined $1.62B — down 8.4% from $1.77B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WAFD and 17 opened new positions — a net loss of 11 holders — while 93 trimmed existing stakes and 90 added.
The largest buyer was Invesco, adding an estimated $12.4M. The largest seller was Millennium Management, cutting an estimated $18.9M.
- 234 institutional investors held WaFd (WAFD) as of Q2 2022, down from 251 in Q1 2022.
- Funds reported $1.62B of WaFd stock for Q2 2022, down 8.4% quarter-over-quarter.
- 17 funds opened new WaFd positions in Q2 2022 and 28 closed out, a net change of -11 holders.
- The largest WaFd buyer in Q2 2022 was Invesco, an estimated $12.4M added.
- The largest WaFd seller in Q2 2022 was Millennium Management, an estimated $18.9M sold.
Based on aggregated 13F filings for Q2 2022.