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251 hedge funds and large institutions have $1.77B invested in WaFd in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

4% more funds holding

Funds holding: 241251 (+10)

1.72% more ownership

Funds ownership: 81.14%82.86% (+1.7%)

1% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 93

1% more capital invested

Capital invested by funds: $1.76B → $1.77B (+$10.8M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
251
Holders Change
+10
Holders Change %
+4.15%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
94
Reduced
93
Closed
17
Calls
$377K
Puts
Net Calls
+$377K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$12.3M +$683K +19,497 +5%
Victory Capital Management
27
Victory Capital Management
Texas
$11.6M +$12.2M +349,403 +1,105%
Renaissance Technologies
28
Renaissance Technologies
New York
$11.4M +$1.39M +39,700 +13%
AQR Capital Management
29
AQR Capital Management
Connecticut
$10.2M -$2.58M -73,649 -19%
Morgan Stanley
30
Morgan Stanley
New York
$9.92M -$1.37M -39,008 -11%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$9.82M +$603K +17,215 +6%
American Century Companies
32
American Century Companies
Missouri
$8.33M +$2.18M +62,130 +32%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$8.29M -$20.2M -576,838 -70%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$8.02M +$1.39M +39,557 +19%
Robeco Institutional Asset Management
35
Robeco Institutional Asset Management
Netherlands
$7.9M +$7.32M +208,686 +652%
BCM
36
Bridgeway Capital Management
Texas
$7.71M
SGCIA
37
Smith Graham & Co Investment Advisors
Texas
$7M -$49.2K -1,404 -0.7%
CAM
38
Congress Asset Management
Massachusetts
$6.99M +$439K +12,534 +6%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$6.59M -$76.4K -2,179 -1%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$6.54M -$4.86M -138,730 -41%
First Trust Advisors
41
First Trust Advisors
Illinois
$6.31M +$3.2M +91,175 +90%
Citadel Advisors
42
Citadel Advisors
Florida
$6.15M -$903K -25,748 -12%
CSS
43
Cubist Systematic Strategies
Connecticut
$5.99M +$1.32M +37,652 +26%
Man Group
44
Man Group
United Kingdom
$5.57M +$2.44M +69,723 +70%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$5.48M -$9.49M -270,692 -62%
Verition Fund Management
46
Verition Fund Management
Connecticut
$5.43M +$1.87M +53,230 +47%
FWC
47
First Washington Corp
Washington
$5.35M +$4.84M +137,956 +552%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.27M -$2.58M -73,700 -31%
PPA
49
Parametric Portfolio Associates
Washington
$5.24M +$1.78M +50,896 +47%
AllianceBernstein
50
AllianceBernstein
Tennessee
$5.2M -$353K -10,064 -6%

WAFD Hedge Fund Activity: Q1 2022 in Review

251 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2022, worth a combined $1.77B — up 0.61% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WAFD positions and 17 closed out — a net gain of 11 holders — while 94 added to existing stakes and 93 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $38.3M. The largest seller was Arrowstreet Capital, cutting an estimated $20.2M.

  • 251 institutional investors held WaFd (WAFD) as of Q1 2022, up from 241 in Q4 2021.
  • Funds reported $1.77B of WaFd stock for Q1 2022, up 0.61% quarter-over-quarter.
  • 28 funds opened new WaFd positions in Q1 2022 and 17 closed out, a net change of +11 holders.
  • The largest WaFd buyer in Q1 2022 was William Blair Investment Management, an estimated $38.3M added.
  • The largest WaFd seller in Q1 2022 was Arrowstreet Capital, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2022.