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245 hedge funds and large institutions have $1.74B invested in WaFd in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.63B → $1.74B (+$111M)

5.26% more ownership

Funds ownership: 82.45%87.71% (+5.3%)

1% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 92

10% less call options, than puts

Call options by funds: $422K | Put options by funds: $467K

3% less funds holding

Funds holding: 253245 (-8)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
91
Reduced
92
Closed
36
Calls
$422K
Puts
$467K
Net Calls
-$45K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$1.7M +$80.7K +2,387 +4%
TPSF
77
Texas Permanent School Fund
Texas
$1.7M +$424K +12,540 +29%
Rafferty Asset Management
78
Rafferty Asset Management
New York
$1.7M +$1.3M +38,492 +215%
Wells Fargo
79
Wells Fargo
California
$1.69M +$519K +15,350 +38%
WG
80
Winton Group
United Kingdom
$1.66M +$209K +6,179 +13%
Corient Private Wealth
81
Corient Private Wealth
Florida
$1.65M +$37.6K +1,113 +2%
Citigroup
82
Citigroup
New York
$1.43M +$903K +26,711 +128%
Stifel Financial
83
Stifel Financial
Missouri
$1.39M -$176K -5,198 -10%
SOADOR
84
State of Alaska Department of Revenue
Alaska
$1.35M +$1.2M +35,633 +390%
Deutsche Bank
85
Deutsche Bank
Germany
$1.3M +$399K +11,812 +38%
AAM
86
Auxier Asset Management
Oregon
$1.29M -$44.5K -1,315 -3%
BCI
87
Brinker Capital Investments
Pennsylvania
$1.27M -$16.7K -493 -1%
OPS
88
Orion Portfolio Solutions
Nebraska
$1.27M +$1.42M +42,017 New
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$1.25M +$1.41M +41,665 New
SEI Investments
90
SEI Investments
Pennsylvania
$1.21M +$639K +18,910 +89%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$1.2M -$70.2K -2,076 -5%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$13.2K +391 +1%
LTAS
93
Linden Thomas Advisory Services
North Carolina
$1.18M +$83.5K +2,468 +7%
RJA
94
Raymond James & Associates
Florida
$1.18M -$266K -7,862 -17%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$1.17M +$691K +20,432 +110%
Man Group
96
Man Group
United Kingdom
$1.13M -$14.7M -435,955 Closed
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.13M -$93.1K -2,752 -7%
YCM
98
Yousif Capital Management
Michigan
$1.11M +$124K +3,663 +11%
AIG
99
American International Group
New York
$1.07M -$3.26M -96,312 -73%
CIC
100
Cornercap Investment Counsel
Georgia
$1.06M +$21.6K +640 +2%

WAFD Hedge Fund Activity: Q1 2023 in Review

245 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2023, worth a combined $1.74B — up 6.8% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WAFD and 30 opened new positions — a net loss of 6 holders — while 92 trimmed existing stakes and 91 added.

The largest buyer was BlackRock, adding an estimated $52.2M. The largest seller was Invesco, cutting an estimated $17M.

  • 245 institutional investors held WaFd (WAFD) as of Q1 2023, down from 253 in Q4 2022.
  • Funds reported $1.74B of WaFd stock for Q1 2023, up 6.8% quarter-over-quarter.
  • 30 funds opened new WaFd positions in Q1 2023 and 36 closed out, a net change of -6 holders.
  • The largest WaFd buyer in Q1 2023 was BlackRock, an estimated $52.2M added.
  • The largest WaFd seller in Q1 2023 was Invesco, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2023.