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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
CL
76
CPWM LLC
Washington
$1.61M +$1.69K +52 +0.1%
VIA
77
Virtus Investment Advisers
Connecticut
$1.61M +$1.74M +53,574 New
VRS
78
Virginia Retirement Systems
Virginia
$1.58M +$1.71M +52,700 New
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.58M -$2.27K -70 -0.1%
MOACM
80
Mutual of America Capital Management
New York
$1.57M -$68.4K -2,112 -4%
Teacher Retirement System of Texas
81
Teacher Retirement System of Texas
Texas
$1.51M +$1.28M +39,592 +370%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$1.43M +$112K +3,442 +8%
TPSF
83
Texas Permanent School Fund
Texas
$1.41M -$7.13K -220 -0.5%
RJA
84
Raymond James & Associates
Florida
$1.39M +$41.1K +1,268 +3%
Wells Fargo
85
Wells Fargo
California
$1.38M -$8.41M -259,505 -85%
AAM
86
Auxier Asset Management
Oregon
$1.35M -$6.48K -200 -0.4%
Stifel Financial
87
Stifel Financial
Missouri
$1.34M -$37.3K -1,151 -3%
Canada Life
88
Canada Life
Manitoba, Canada
$1.3M +$57.1K +1,762 +4%
AB
89
Amalgamated Bank
New York
$1.29M +$30.9K +952 +2%
JMPWA
90
JP Morgan Private Wealth Advisors
California
$1.29M -$68.1K -2,102 -5%
SFI
91
Susquehanna Fundamental Investments
Pennsylvania
$1.28M +$1.38M +42,550 New
BL
92
BFSG LLC
California
$1.25M
EC
93
EJF Capital
Virginia
$1.24M -$601K -18,559 -31%
DADC
94
D.A. Davidson & Co
Montana
$1.24M -$25.1K -775 -2%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$1.24M
BCI
96
Brinker Capital Investments
Pennsylvania
$1.18M -$37.9K -1,170 -3%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$1.16M -$35.6K -1,098 -3%
ACM
98
AlphaCrest Capital Management
New York
$1.15M -$825K -25,470 -40%
Comerica Bank
99
Comerica Bank
Texas
$1.1M -$15.6K -480 -2%
HighTower Advisors
100
HighTower Advisors
Illinois
$1.09M +$1.18M +36,485 New

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.