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210 hedge funds and large institutions have $1.8B invested in WaFd in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more call options, than puts

Call options by funds: $445K | Put options by funds: $98K

1% more ownership

Funds ownership: 77.48%78.47% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$5.17M)

4% less funds holding

Funds holding: 219210 (-9)

36% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 95

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
210
Holders Change
-9
Holders Change %
-4.11%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
61
Reduced
95
Closed
25
Calls
$445K
Puts
$98K
Net Calls
+$347K
Net Calls Change
-$527K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$13.3M +$7.84M +240,495 +134%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$12.8M -$9.62M -295,124 -42%
FP
28
Foundry Partners
Minnesota
$10.8M -$356K -10,914 -3%
Renaissance Technologies
29
Renaissance Technologies
New York
$9.82M +$2.61M +80,100 +35%
Morgan Stanley
30
Morgan Stanley
New York
$9.75M -$2.57M -78,863 -20%
AQR Capital Management
31
AQR Capital Management
Connecticut
$9.11M -$56.6K -1,736 -0.6%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$9.11M +$456K +13,990 +5%
SGCIA
33
Smith Graham & Co Investment Advisors
Texas
$8.02M -$1.04M -32,048 -11%
Invesco
34
Invesco
Georgia
$7.96M +$1.37M +42,076 +20%
Bank of America
35
Bank of America
North Carolina
$7.84M -$3.57M -109,419 -31%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$7.69M -$459K -14,090 -6%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$6.47M +$2.88M +88,300 +77%
BAM
38
Bayview Asset Management
Florida
$6.42M
KCM
39
Kennedy Capital Management
Missouri
$6.38M -$278K -8,525 -4%
CAM
40
Congress Asset Management
Massachusetts
$6.2M +$752K +23,057 +13%
First Trust Advisors
41
First Trust Advisors
Illinois
$6M -$2.89M -88,539 -32%
AllianceBernstein
42
AllianceBernstein
Tennessee
$5.86M -$99.4K -3,050 -2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$5.32M -$192K -5,900 -3%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$5.14M +$4.2M +128,746 +391%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.1M +$2.49M +76,400 +91%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$4.68M +$4.8M +147,358 New
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$4.66M -$26.1K -800 -0.5%
American Century Companies
48
American Century Companies
Missouri
$4.3M +$1.63M +50,129 +59%
CCM
49
Coldstream Capital Management
Washington
$4.26M +$2.73M +83,818 +167%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$4.12M -$14K -429 -0.3%

WAFD Hedge Fund Activity: Q2 2021 in Review

210 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2021, worth a combined $1.8B — down 0.29% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WAFD and 16 opened new positions — a net loss of 9 holders — while 95 trimmed existing stakes and 61 added.

The largest buyer was Deutsche Bank, adding an estimated $24.9M. The largest seller was Janus Henderson Group, cutting an estimated $60.8M.

  • 210 institutional investors held WaFd (WAFD) as of Q2 2021, down from 219 in Q1 2021.
  • Funds reported $1.8B of WaFd stock for Q2 2021, down 0.29% quarter-over-quarter.
  • 16 funds opened new WaFd positions in Q2 2021 and 25 closed out, a net change of -9 holders.
  • The largest WaFd buyer in Q2 2021 was Deutsche Bank, an estimated $24.9M added.
  • The largest WaFd seller in Q2 2021 was Janus Henderson Group, an estimated $60.8M sold.

Based on aggregated 13F filings for Q2 2021.