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WaFd
WAFD

229 hedge funds and large institutions have $1.65B invested in WaFd in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $473K

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

8% more funds holding

Funds holding: 213 → 229 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $1.81B → $1.65B (-$163M)

16.22% less ownership

Funds ownership: 85.55% → 69.32% (-16%)

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
96
Reduced
60
Closed
19
Calls
$1.14M
Puts
$473K
Net Calls
+$667K
Net Calls Change
-$768K

Top Buyers

1
BlackRock
BlackRock
New York
+$32.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.3M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$9.48M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.9M
5
DIA
Davidson Investment Advisors
Montana
+$7.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.6M
2
Artisan Partners
Artisan Partners
Wisconsin
-$13.2M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$7.79M
4
Goldman Sachs
Goldman Sachs
New York
-$6.56M
5
PAM
Panagora Asset Management
Massachusetts
-$4.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$3.37M +$3.34M +115,946 New
Renaissance Technologies
52
Renaissance Technologies
New York
$3.26M +$3.24M +112,430 New
EP
53
Edgestream Partners
New Jersey
$2.98M +$2.3M +79,942 +353%
HAI
54
Hennessy Advisors Inc
California
$2.93M +$28.8K +1,000 +1%
CS
55
Credit Suisse
Switzerland
$2.6M +$196K +6,802 +8%
KOCAA
56
Knights of Columbus Asset Advisors
Connecticut
$2.6M -$2.46M -85,432 -49%
AllianceBernstein
57
AllianceBernstein
Tennessee
$2.4M +$22.6K +785 +1%
DIA
58
Dean Investment Associates
Ohio
$2.39M -$400K -13,876 -14%
Rafferty Asset Management
59
Rafferty Asset Management
New York
$2.29M -$264K -9,169 -10%
Millennium Management
60
Millennium Management
New York
$2.23M -$953K -33,081 -30%
TF
61
Talbot Financial
Washington
$2.16M +$87.4K +3,034 +4%
Canada Life
62
Canada Life
Manitoba, Canada
$2.08M +$259K +9,004 +14%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$2.01M +$22.8K +790 +1%
UBS AM
64
UBS AM
Illinois
$2.01M -$81.7K -2,834 -4%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.97M +$248K +8,593 +14%
JF
66
Jump Financial
Illinois
$1.82M +$1.81M +62,782 New
TPSF
67
Texas Permanent School Fund
Texas
$1.73M +$102K +3,552 +6%
Comerica Bank
68
Comerica Bank
Texas
$1.58M +$48.8K +1,694 +3%
Corient Private Wealth
69
Corient Private Wealth
Florida
$1.57M +$749 +26 +0%
RA
70
Royce & Associates
New York
$1.47M -$848K -29,416 -37%
Allianz Asset Management
71
Allianz Asset Management
Germany
$1.46M +$32.8K +1,139 +2%
RJA
72
Raymond James & Associates
Florida
$1.34M -$29.9K -1,037 -2%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$1.26M +$326K +11,313 +35%
YIH
74
Y-Intercept (HK)
Hong Kong
$1.22M +$1.21M +42,119 New
Jane Street
75
Jane Street
New York
$1.21M -$528K -18,341 -31%
1 2
3
4 5

WAFD Hedge Fund Activity: Q1 2024 in Review

229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2024, worth a combined $1.65B — down 9% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WAFD positions and 19 closed out — a net gain of 18 holders — while 96 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $32.8M. The largest seller was Morgan Stanley, cutting an estimated $14.6M.

  • 229 institutional investors held WaFd (WAFD) as of Q1 2024, up from 213 in Q4 2023.
  • Funds reported $1.65B of WaFd stock for Q1 2024, down 9% quarter-over-quarter.
  • 37 funds opened new WaFd positions in Q1 2024 and 19 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q1 2024 was BlackRock, an estimated $32.8M added.
  • The largest WaFd seller in Q1 2024 was Morgan Stanley, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2024.