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WaFd
WAFD

Overview Fund Activity

217 hedge funds and large institutions have $1.5B invested in WaFd in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 100 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-28
Holders Change %
-11.43%
% 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
25
Increased
53
Reduced
100
Closed
51
Calls
$329K
Puts
$310K
Net Calls
+$19K
Net Calls Change
+$64K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$51.2M
2
State Street
2
State Street
Massachusetts
$104M
3
FWC
3
First Washington Corp
Washington
$7.24M
4
EF
4
Empowered Funds
Pennsylvania
$3.93M
5
Invesco
5
Invesco
Georgia
$10.4M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$201K
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$9.29M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$747K
4
Goldman Sachs
4
Goldman Sachs
New York
$28.9M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$10.4M -$3.72M -140,139 -26%
Invesco
27
Invesco
Georgia
$10.4M +$3.86M +145,566 +59%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$10.2M +$2.06M +77,560 +25%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$9.6M -$5.61M -211,445 -37%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$9.29M -$16M -600,368 -63%
BCM
31
Bridgeway Capital Management
Texas
$7.65M +$1.55M +58,304 +25%
MWM
32
Moran Wealth Management
Florida
$7.35M -$29.8K -1,123 -0.4%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$7.34M +$3.09M +116,366 +73%
FWC
34
First Washington Corp
Washington
$7.24M +$7.24M +272,969 New
Prudential Financial
35
Prudential Financial
New Jersey
$6.65M -$1.96M -73,782 -23%
Bank of America
36
Bank of America
North Carolina
$6.44M -$1.04M -39,221 -14%
CAM
37
Congress Asset Management
Massachusetts
$6.05M +$67.1K +2,529 +1%
SGCIA
38
Smith Graham & Co Investment Advisors
Texas
$5.84M -$251K -9,468 -4%
Renaissance Technologies
39
Renaissance Technologies
New York
$5.52M -$1.24M -46,600 -18%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$5.5M -$51.4K -1,940 -0.9%
Legal & General Group
41
Legal & General Group
United Kingdom
$5.08M +$13.3K +503 +0.3%
KCM
42
Kennedy Capital Management
Missouri
$4.64M +$892K +33,632 +24%
Barclays
43
Barclays
United Kingdom
$4.3M +$2.09M +78,945 +95%
Verition Fund Management
44
Verition Fund Management
Connecticut
$4.26M +$437K +16,474 +11%
EST
45
EA Series Trust
Pennsylvania
$3.93M +$3.93M +148,364 New
EF
46
Empowered Funds
Pennsylvania
$3.93M +$3.93M +148,364 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.8M +$61K +2,300 +2%
Citigroup
48
Citigroup
New York
$3.76M +$2.49M +94,001 +197%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$3.71M -$50.4K -1,900 -1%
Rafferty Asset Management
50
Rafferty Asset Management
New York
$3.55M +$2.06M +77,549 +138%
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