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WaFd
WAFD

241 hedge funds and large institutions have $1.76B invested in WaFd in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

6% more funds holding

Funds holding: 227 → 241 (+14)

2.05% more ownership

Funds ownership: 79.1% → 81.14% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $1.84B → $1.76B (-$80.6M)

28% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 93

Holders
241
Holders Change
+14
Holders Change %
+6.17%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
67
Reduced
93
Closed
25
Calls
$467K
Puts
–
Net Calls
+$467K
Net Calls Change
-$163K

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$8.09M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.96M
3
ECM
ExodusPoint Capital Management
New York
+$5.75M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.44M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$3.87M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$13.3M
4
BlackRock
BlackRock
New York
-$13M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
76
Raymond James & Associates
Florida
$2.1M -$3.79K -110 -0.2%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$2.02M +$2.09M +60,467 New
EC
78
EJF Capital
Virginia
$2.01M +$110K +3,181 +6%
ACM
79
AlphaCrest Capital Management
New York
$1.99M +$1.25M +36,351 +156%
Holocene Advisors
80
Holocene Advisors
New York
$1.95M +$814K +23,592 +68%
MOACM
81
Mutual of America Capital Management
New York
$1.95M -$57.8K -1,676 -3%
CL
82
CPWM LLC
Washington
$1.84M +$1.85M +53,629 New
MIM
83
MetLife Investment Management
New Jersey
$1.8M -$150K -4,340 -7%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$1.79M -$87.7K -2,541 -5%
WG
85
Winton Group
United Kingdom
$1.71M +$1.15M +33,266 +185%
Prudential Financial
86
Prudential Financial
New Jersey
$1.64M -$60.9K -1,765 -3%
Allianz Asset Management
87
Allianz Asset Management
Germany
$1.61M +$949K +27,499 +133%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$1.6M -$1.14K -33 -0.1%
TPSF
89
Texas Permanent School Fund
Texas
$1.57M -$114K -3,316 -7%
JMPWA
90
JP Morgan Private Wealth Advisors
California
$1.55M -$398K -11,523 -20%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.53M -$5.11K -148 -0.3%
AAM
92
Auxier Asset Management
Oregon
$1.51M – – –
Stifel Financial
93
Stifel Financial
Missouri
$1.5M -$13.5K -391 -0.9%
BCI
94
Brinker Capital Investments
Pennsylvania
$1.48M -$116K -3,362 -7%
DADC
95
D.A. Davidson & Co
Montana
$1.47M -$6.28K -182 -0.4%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$1.47M +$346K +10,038 +30%
AB
97
Amalgamated Bank
New York
$1.46M -$50.5K -1,463 -3%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$1.43M -$23.1K -670 -2%
Deutsche Bank
99
Deutsche Bank
Germany
$1.43M +$4.73K +137 +0.3%
E
100
Ergoteles
New York
$1.39M -$727K -21,084 -34%
2 3
4
5 6

WAFD Hedge Fund Activity: Q4 2021 in Review

241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2021, worth a combined $1.76B — down 4.4% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WAFD positions and 25 closed out — a net gain of 15 holders — while 67 added to existing stakes and 93 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $8.09M. The largest seller was Morgan Stanley, cutting an estimated $14M.

  • 241 institutional investors held WaFd (WAFD) as of Q4 2021, up from 227 in Q3 2021.
  • Funds reported $1.76B of WaFd stock for Q4 2021, down 4.4% quarter-over-quarter.
  • 40 funds opened new WaFd positions in Q4 2021 and 25 closed out, a net change of +15 holders.
  • The largest WaFd buyer in Q4 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $8.09M added.
  • The largest WaFd seller in Q4 2021 was Morgan Stanley, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2021.