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253 hedge funds and large institutions have $1.63B invested in WaFd in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

794% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $191K

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

12% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 82

8% more funds holding

Funds holding: 234253 (+19)

1.06% more ownership

Funds ownership: 81.39%82.45% (+1.1%)

2% more capital invested

Capital invested by funds: $1.59B → $1.63B (+$33.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
92
Reduced
82
Closed
19
Calls
$1.71M
Puts
$191K
Net Calls
+$1.52M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
26
Man Group
United Kingdom
$14.6M -$4.02M -115,125 -21%
Principal Financial Group
27
Principal Financial Group
Iowa
$13.3M +$604K +17,278 +5%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$13.1M +$3.17M +90,759 +30%
Renaissance Technologies
29
Renaissance Technologies
New York
$12.9M +$3.4M +97,300 +34%
Verition Fund Management
30
Verition Fund Management
Connecticut
$10.9M -$11.1M -316,761 -49%
MWM
31
Moran Wealth Management
Florida
$10.6M +$11M +315,508 New
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$9.73M +$197K +5,640 +2%
Bank of America
33
Bank of America
North Carolina
$9.12M -$2.43M -69,556 -20%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$7.89M -$345K -9,882 -4%
BCM
35
Bridgeway Capital Management
Texas
$7.88M
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$7.71M +$8.81K +252 +0.1%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$7.2M +$548K +15,684 +8%
SGCIA
38
Smith Graham & Co Investment Advisors
Texas
$7.05M -$25.4K -726 -0.3%
CAM
39
Congress Asset Management
Massachusetts
$7.01M +$64.6K +1,848 +0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
40
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.94M +$7.23M +206,900 New
Swiss National Bank
41
Swiss National Bank
Switzerland
$5.29M +$101K +2,900 +2%
KCM
42
Kennedy Capital Management
Missouri
$5.1M -$36.5K -1,043 -0.7%
DIA
43
Dean Investment Associates
Ohio
$5.1M +$453K +12,965 +9%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$5.08M +$1.13M +32,320 +27%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$4.86M +$648K +18,535 +15%
AllianceBernstein
46
AllianceBernstein
Tennessee
$4.82M +$17K +487 +0.3%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$4.67M -$59.4K -1,700 -1%
UBS Group
48
UBS Group
Switzerland
$4.65M +$1.33M +38,000 +38%
AG
49
Algert Global
California
$4.54M +$551K +15,760 +13%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$4.42M -$89.6K -2,563 -2%

WAFD Hedge Fund Activity: Q4 2022 in Review

253 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2022, worth a combined $1.63B — up 2.1% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WAFD positions and 19 closed out — a net gain of 21 holders — while 92 added to existing stakes and 82 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $44M. The largest seller was Verition Fund Management, cutting an estimated $11.1M.

  • 253 institutional investors held WaFd (WAFD) as of Q4 2022, up from 234 in Q3 2022.
  • Funds reported $1.63B of WaFd stock for Q4 2022, up 2.1% quarter-over-quarter.
  • 40 funds opened new WaFd positions in Q4 2022 and 19 closed out, a net change of +21 holders.
  • The largest WaFd buyer in Q4 2022 was Artisan Partners, an estimated $44M added.
  • The largest WaFd seller in Q4 2022 was Verition Fund Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2022.