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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
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$4.03M -$201K -6,204 -4%
AIG
52
American International Group
New York
$3.99M -$142K -4,384 -3%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$3.79M -$1.5M -46,242 -27%
GLA
54
Great Lakes Advisors
Illinois
$3.78M -$64.8K -2,000 -2%
AG
55
Algert Global
California
$3.58M +$2.15M +66,297 +125%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$3.57M +$1.06M +32,680 +38%
First Trust Advisors
57
First Trust Advisors
Illinois
$3.56M -$597K -18,415 -13%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$3.44M -$829K -25,568 -18%
SEI Investments
59
SEI Investments
Pennsylvania
$3.13M -$59.1K -1,825 -2%
UBS Group
60
UBS Group
Switzerland
$3.02M +$414K +12,761 +15%
SCP
61
Seizert Capital Partners
Michigan
$2.92M
Legal & General Group
62
Legal & General Group
United Kingdom
$2.9M -$116K -3,571 -4%
Allianz Asset Management
63
Allianz Asset Management
Germany
$2.9M -$1.68M -51,782 -35%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$2.89M +$450K +13,897 +17%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$2.56M -$16.6K -511 -0.6%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.45M -$38.9K -1,201 -1%
LPL Financial
67
LPL Financial
California
$2.39M +$186K +5,740 +8%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.26M -$59.3K -1,829 -2%
MIM
69
MetLife Investment Management
New Jersey
$2.25M -$15.8K -487 -0.6%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$2.1M -$5.45M -168,025 -71%
Prudential Financial
71
Prudential Financial
New Jersey
$1.83M +$64.3K +1,983 +3%
UBS AM
72
UBS AM
Illinois
$1.79M -$645K -19,906 -25%
DCM
73
Dean Capital Management
Kansas
$1.74M -$845K -26,080 -31%
WG
74
Winton Group
United Kingdom
$1.67M +$82.3K +2,540 +5%
CS
75
Credit Suisse
Switzerland
$1.65M -$1.33K -41 -0.1%

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.