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218 hedge funds and large institutions have $1.5B invested in WaFd in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 100 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

6% more call options, than puts

Call options by funds: $329K | Put options by funds: $310K

1.58% less ownership

Funds ownership: 87.71%86.13% (-1.6%)

11% less funds holding

Funds holding: 245218 (-27)

14% less capital invested

Capital invested by funds: $1.74B → $1.5B (-$242M)

47% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 100

49% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 51

Holders
218
Holders Change
-27
Holders Change %
-11.02%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
53
Reduced
100
Closed
51
Calls
$329K
Puts
$310K
Net Calls
+$19K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$10.4M -$3.88M -140,139 -26%
Invesco
27
Invesco
Georgia
$10.4M +$4.03M +145,566 +59%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$10.2M +$2.15M +77,560 +25%
N
29
Nuveen
North Carolina
$9.6M -$5.86M -211,445 -37%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$9.29M -$16.6M -600,368 -63%
BCM
31
Bridgeway Capital Management
Texas
$7.65M +$1.61M +58,304 +25%
MWM
32
Moran Wealth Management
Florida
$7.35M -$31.1K -1,123 -0.4%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$7.34M +$3.22M +116,366 +73%
FWC
34
First Washington Corp
Washington
$7.24M +$7.56M +272,969 New
Prudential Financial
35
Prudential Financial
New Jersey
$6.65M -$2.04M -73,782 -23%
Bank of America
36
Bank of America
North Carolina
$6.44M -$1.09M -39,221 -14%
CAM
37
Congress Asset Management
Massachusetts
$6.05M +$70K +2,529 +1%
SGCIA
38
Smith Graham & Co Investment Advisors
Texas
$5.84M -$262K -9,468 -4%
Renaissance Technologies
39
Renaissance Technologies
New York
$5.52M -$1.29M -46,600 -18%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$5.5M -$53.7K -1,940 -0.9%
Legal & General Group
41
Legal & General Group
United Kingdom
$5.08M +$13.9K +503 +0.3%
KCM
42
Kennedy Capital Management
Missouri
$4.64M +$931K +33,632 +24%
Barclays
43
Barclays
United Kingdom
$4.3M +$2.19M +78,945 +95%
Verition Fund Management
44
Verition Fund Management
Connecticut
$4.26M +$456K +16,474 +11%
EST
45
EA Series Trust
Pennsylvania
$3.93M +$4.11M +148,364 New
EF
46
Empowered Funds
Pennsylvania
$3.93M +$4.11M +148,364 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.8M +$63.7K +2,300 +2%
Citigroup
48
Citigroup
New York
$3.76M +$2.6M +94,001 +197%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$3.71M -$52.6K -1,900 -1%
Rafferty Asset Management
50
Rafferty Asset Management
New York
$3.55M +$2.15M +77,549 +138%

WAFD Hedge Fund Activity: Q2 2023 in Review

218 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2023, worth a combined $1.5B — down 14% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WAFD and 26 opened new positions — a net loss of 25 holders — while 100 trimmed existing stakes and 53 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $53.4M. The largest seller was AQR Capital Management, cutting an estimated $17M.

  • 218 institutional investors held WaFd (WAFD) as of Q2 2023, down from 245 in Q1 2023.
  • Funds reported $1.5B of WaFd stock for Q2 2023, down 14% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q2 2023 and 51 closed out, a net change of -25 holders.
  • The largest WaFd buyer in Q2 2023 was Macquarie Group, an estimated $53.4M added.
  • The largest WaFd seller in Q2 2023 was AQR Capital Management, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2023.