245 hedge funds and large institutions have $1.74B invested in WaFd in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
91
Reduced
92
Closed
36
Calls
$422K
Puts
$467K
Net Calls
-$45K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$17M -$1.63M -54,099 -9%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$16.8M -$392K -13,005 -2%
Principal Financial Group
28
Principal Financial Group
Iowa
$16M +$4.1M +136,049 +34%
ClearBridge Investments
29
ClearBridge Investments
New York
$15.9M -$2.17M -72,180 -12%
Prudential Financial
30
Prudential Financial
New Jersey
$9.77M +$7.51M +249,438 +333%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$9.25M +$514K +17,080 +6%
Bank of America
32
Bank of America
North Carolina
$8.5M +$316K +10,489 +4%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$8.47M +$7.77M +257,917 +1,103%
MWM
34
Moran Wealth Management
Florida
$8.38M -$1.12M -37,160 -12%
Renaissance Technologies
35
Renaissance Technologies
New York
$7.68M -$3.91M -129,700 -34%
Invesco
36
Invesco
Georgia
$7.4M -$15.1M -501,247 -67%
BCM
37
Bridgeway Capital Management
Texas
$6.93M -$149K -4,940 -2%
SGCIA
38
Smith Graham & Co Investment Advisors
Texas
$6.92M +$585K +19,412 +9%
CAM
39
Congress Asset Management
Massachusetts
$6.8M +$500K +16,595 +8%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$6.3M -$614K -20,396 -9%
First Trust Advisors
41
First Trust Advisors
Illinois
$6.05M +$2.31M +76,724 +62%
Legal & General Group
42
Legal & General Group
United Kingdom
$5.76M +$2.84M +94,324 +97%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$5.55M -$922K -30,599 -14%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$4.99M +$618K +20,522 +14%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$4.83M +$857K +28,437 +22%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$4.55M -$14.2K -470 -0.3%
UBS Group
47
UBS Group
Switzerland
$4.45M +$271K +9,010 +7%
Verition Fund Management
48
Verition Fund Management
Connecticut
$4.34M -$5.44M -180,488 -56%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$4.27M +$78K +2,590 +2%
KCM
50
Kennedy Capital Management
Missouri
$4.26M -$320K -10,635 -7%