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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
AIG
51
American International Group
New York
$4.42M -$50.2K -1,436 -1%
AIM
52
Artemis Investment Management
United Kingdom
$4.34M -$324K -9,262 -7%
First Trust Advisors
53
First Trust Advisors
Illinois
$4.16M +$181K +5,187 +4%
GLA
54
Great Lakes Advisors
Illinois
$4.08M -$160K -4,566 -4%
Millennium Management
55
Millennium Management
New York
$3.71M -$1.59M -45,611 -29%
Allianz Asset Management
56
Allianz Asset Management
Germany
$3.52M +$288K +8,224 +9%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$3.37M +$133K +3,810 +4%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$3.37M -$503K -14,399 -13%
Legal & General Group
59
Legal & General Group
United Kingdom
$3.25M +$3.39K +97 +0.1%
Victory Capital Management
60
Victory Capital Management
Texas
$3.21M -$9.51M -271,932 -74%
Two Sigma Investments
61
Two Sigma Investments
New York
$3.1M +$2.57M +73,497 +390%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$2.89M +$20.5K +586 +0.7%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$2.78M +$32.4K +927 +1%
LPL Financial
64
LPL Financial
California
$2.69M +$14.9K +425 +0.5%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.55M +$20.3K +581 +0.8%
Prudential Financial
66
Prudential Financial
New Jersey
$2.52M +$517K +14,793 +25%
MIM
67
MetLife Investment Management
New Jersey
$2.49M -$28.8K -825 -1%
VRS
68
Virginia Retirement Systems
Virginia
$2.39M +$643K +18,400 +35%
CCM
69
Coldstream Capital Management
Washington
$2.31M +$2.41M +68,972 New
BA
70
Bridgewater Associates
Connecticut
$2.18M +$1.71M +49,030 +308%
CSS
71
Cubist Systematic Strategies
Connecticut
$2.18M -$2.93M -83,714 -56%
UBS AM
72
UBS AM
Illinois
$2.03M +$30.5K +872 +1%
DCM
73
Dean Capital Management
Kansas
$2.02M +$83.7K +2,394 +4%
LCM
74
Legato Capital Management
California
$2.02M +$2.11M +60,297 New
TF
75
Talbot Financial
Washington
$1.91M +$1.99M +56,802 New

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.