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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
CS
76
Credit Suisse
Switzerland
$1.82M -$30.1K -861 -2%
Barclays
77
Barclays
United Kingdom
$1.8M +$734K +21,008 +64%
Corient Private Wealth
78
Corient Private Wealth
Florida
$1.8M +$1.88M +53,681 New
MOACM
79
Mutual of America Capital Management
New York
$1.8M +$41.4K +1,184 +2%
Stifel Financial
80
Stifel Financial
Missouri
$1.72M +$225K +6,426 +14%
WG
81
Winton Group
United Kingdom
$1.64M -$237K -6,783 -12%
Citadel Advisors
82
Citadel Advisors
Florida
$1.61M +$983K +28,106 +141%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$1.6M -$909 -26 -0.1%
Canada Life
84
Canada Life
Manitoba, Canada
$1.58M +$135K +3,857 +9%
RJA
85
Raymond James & Associates
Florida
$1.58M +$23.5K +673 +1%
AAM
86
Auxier Asset Management
Oregon
$1.48M -$30.1K -861 -2%
TPSF
87
Texas Permanent School Fund
Texas
$1.47M -$107K -3,062 -7%
AB
88
Amalgamated Bank
New York
$1.47M +$25.7K +735 +2%
VIA
89
Virtus Investment Advisers
Connecticut
$1.47M -$344K -9,837 -18%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$1.46M -$238K -6,820 -14%
OAM
91
Oberweis Asset Management
Illinois
$1.45M +$1.51M +43,200 New
BCI
92
Brinker Capital Investments
Pennsylvania
$1.43M +$108K +3,080 +8%
JMPWA
93
JP Morgan Private Wealth Advisors
California
$1.41M -$39.9K -1,141 -3%
BL
94
BFSG LLC
California
$1.4M -$4.75K -136 -0.3%
DADC
95
D.A. Davidson & Co
Montana
$1.38M +$35 +1 +0%
Wells Fargo
96
Wells Fargo
California
$1.37M -$179K -5,132 -11%
QC
97
Quantedge Capital
Singapore
$1.36M +$1.42M +40,600 New
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.35M -$431K -12,319 -23%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$1.3M +$5.7K +163 +0.4%
LTAS
100
Linden Thomas Advisory Services
North Carolina
$1.23M +$1.28M +36,646 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.