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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
SOADOR
76
State of Alaska Department of Revenue
Alaska
$1.2M +$44.8K +1,555 +4%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$1.16M +$96.1K +3,335 +9%
AAM
78
Auxier Asset Management
Oregon
$1.14M -$18.7K -650 -2%
BCI
79
Brinker Capital Investments
Pennsylvania
$1.1M -$14.1K -491 -1%
OPS
80
Orion Portfolio Solutions
Nebraska
$1.1M -$14.1K -491 -1%
IMRF
81
Illinois Municipal Retirement Fund
Illinois
$1.09M +$95.2K +3,303 +10%
LPL Financial
82
LPL Financial
California
$1.09M +$88.3K +3,066 +9%
DADC
83
D.A. Davidson & Co
Montana
$1.07M -$131K -4,531 -11%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M +$152K +5,285 +17%
AIG
85
American International Group
New York
$1.06M +$44.1K +1,532 +4%
AQR Capital Management
86
AQR Capital Management
Connecticut
$1.03M +$52.6K +1,824 +5%
MIM
87
MetLife Investment Management
New Jersey
$1M +$25.1K +871 +3%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$988K +$476K +16,534 +94%
CIC
89
Cornercap Investment Counsel
Georgia
$987K – – –
LSERS
90
Louisiana State Employees Retirement System
Louisiana
$975K +$34.6K +1,200 +4%
Wells Fargo
91
Wells Fargo
California
$954K +$166K +5,752 +21%
HIM
92
Harbour Investment Management
Washington
$945K – – –
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$928K -$50K -1,734 -5%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$916K +$338K +11,714 +63%
Stifel Financial
95
Stifel Financial
Missouri
$913K -$134K -4,661 -13%
YCM
96
Yousif Capital Management
Michigan
$885K -$45K -1,563 -5%
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$880K +$64.4K +2,235 +8%
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$857K -$36K -1,250 -4%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$845K -$42.3K -1,469 -5%
Deutsche Bank
100
Deutsche Bank
Germany
$844K -$45.9K -1,593 -5%
2 3
4
5 6

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.