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219 hedge funds and large institutions have $1.81B invested in WaFd in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more call options, than puts

Call options by funds: $966K | Put options by funds: $92K

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $1.59B → $1.81B (+$213M)

5% more funds holding

Funds holding: 208219 (+11)

4.18% less ownership

Funds ownership: 81.66%77.48% (-4.2%)

12% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 77

Holders
219
Holders Change
+11
Holders Change %
+5.29%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
68
Reduced
77
Closed
22
Calls
$966K
Puts
$92K
Net Calls
+$874K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$11M +$2.79M +93,363 +36%
FP
27
Foundry Partners
Minnesota
$10.8M -$314K -10,503 -3%
AQR Capital Management
28
AQR Capital Management
Connecticut
$8.89M +$2.56M +85,725 +42%
SGCIA
29
Smith Graham & Co Investment Advisors
Texas
$8.76M -$369K -12,349 -4%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$8.74M +$1.02M +33,962 +14%
First Trust Advisors
31
First Trust Advisors
Illinois
$8.55M +$4.52M +151,360 +120%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$8.4M -$97.8K -3,270 -1%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$7.88M -$538K -18,011 -7%
Renaissance Technologies
34
Renaissance Technologies
New York
$7.05M +$2.47M +82,700 +57%
KCM
35
Kennedy Capital Management
Missouri
$6.45M +$909K +30,416 +17%
Invesco
36
Invesco
Georgia
$6.42M +$479K +16,007 +8%
BAM
37
Bayview Asset Management
Florida
$6.22M +$6.04M +201,913 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$5.86M -$950K -31,789 -14%
AllianceBernstein
39
AllianceBernstein
Tennessee
$5.77M -$10.6K -355 -0.2%
Citadel Advisors
40
Citadel Advisors
Florida
$5.52M -$22.3M -744,538 -81%
Swiss National Bank
41
Swiss National Bank
Switzerland
$5.33M +$47.8K +1,600 +0.9%
CAM
42
Congress Asset Management
Massachusetts
$5.3M +$3.25M +108,560 +171%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$4.54M -$25.4K -850 -0.6%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.07M +$163K +5,453 +4%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$4M -$14.5K -485 -0.4%
UBS Group
46
UBS Group
Switzerland
$3.94M +$476K +15,915 +14%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.83M -$298K -9,973 -7%
CSS
48
Cubist Systematic Strategies
Connecticut
$3.71M +$1.2M +40,132 +50%
Prudential Financial
49
Prudential Financial
New Jersey
$3.68M +$377K +12,625 +12%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$3.55M +$239K +7,982 +7%

WAFD Hedge Fund Activity: Q1 2021 in Review

219 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2021, worth a combined $1.81B — up 13% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 22 closed out — a net gain of 12 holders — while 68 added to existing stakes and 77 trimmed.

The largest buyer was Millennium Management, adding an estimated $40.2M. The largest seller was Janus Henderson Group, cutting an estimated $38.4M.

  • 219 institutional investors held WaFd (WAFD) as of Q1 2021, up from 208 in Q4 2020.
  • Funds reported $1.81B of WaFd stock for Q1 2021, up 13% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q1 2021 and 22 closed out, a net change of +12 holders.
  • The largest WaFd buyer in Q1 2021 was Millennium Management, an estimated $40.2M added.
  • The largest WaFd seller in Q1 2021 was Janus Henderson Group, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2021.