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234 hedge funds and large institutions have $1.59B invested in WaFd in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 234234 (0)

0.54% less ownership

Funds ownership: 81.92%81.39% (-0.54%)

2% less capital invested

Capital invested by funds: $1.62B → $1.59B (-$29.5M)

23% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 91

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
70
Reduced
91
Closed
24
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
+$528K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$13.3M +$451K +13,918 +3%
Principal Financial Group
27
Principal Financial Group
Iowa
$11.4M -$5.02M -154,973 -29%
Victory Capital Management
28
Victory Capital Management
Texas
$11M -$1.62M -49,846 -12%
American Century Companies
29
American Century Companies
Missouri
$11M +$1.17M +36,239 +11%
Bank of America
30
Bank of America
North Carolina
$10.2M -$1.09M -33,615 -9%
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$8.97M +$275K +8,478 +3%
ECM
32
ExodusPoint Capital Management
New York
$8.67M -$3.29M -101,551 -26%
Renaissance Technologies
33
Renaissance Technologies
New York
$8.61M +$3.21M +98,900 +53%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$8.53M -$914K -28,200 -9%
MIIM
35
Mesirow Institutional Investment Management
Illinois
$7.64M +$8.26M +254,996 New
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$7.34M -$99K -3,056 -1%
BCM
37
Bridgeway Capital Management
Texas
$7.04M
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$6.88M +$358K +11,040 +5%
FWC
39
First Washington Corp
Washington
$6.44M +$1.69M +51,993 +32%
SGCIA
40
Smith Graham & Co Investment Advisors
Texas
$6.32M -$9.53K -294 -0.1%
CAM
41
Congress Asset Management
Massachusetts
$6.21M -$84.6K -2,611 -1%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$5.97M +$485K +14,969 +8%
Millennium Management
43
Millennium Management
New York
$4.68M +$4.66M +143,750 +1,160%
Swiss National Bank
44
Swiss National Bank
Switzerland
$4.64M +$22.7K +700 +0.5%
KCM
45
Kennedy Capital Management
Missouri
$4.59M -$37.6K -1,161 -0.8%
CSS
46
Cubist Systematic Strategies
Connecticut
$4.45M +$2.7M +83,337 +128%
AllianceBernstein
47
AllianceBernstein
Tennessee
$4.3M -$124K -3,841 -3%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$4.22M +$45.1K +1,391 +1%
DIA
49
Dean Investment Associates
Ohio
$4.17M +$566K +17,450 +14%
AIM
50
Artemis Investment Management
United Kingdom
$4.14M +$4.47M +137,864 New

WAFD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2022, worth a combined $1.59B — down 1.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 24 closed out — a net gain of 2 holders — while 70 added to existing stakes and 91 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $18.9M. The largest seller was Lazard Asset Management, cutting an estimated $18.3M.

  • 234 institutional investors held WaFd (WAFD) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $1.59B of WaFd stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q3 2022 and 24 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q3 2022 was LSV Asset Management, an estimated $18.9M added.
  • The largest WaFd seller in Q3 2022 was Lazard Asset Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2022.