WAFD icon

WaFd
WAFD

Overview Fund Activity

208 hedge funds and large institutions have $1.59B invested in WaFd in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+7
Holders Change %
+3.48%
% of All Funds
3.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
70
Reduced
76
Closed
21
Calls
$311K
Puts
$445K
Net Calls
-$134K
Net Calls Change
-$134K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$33.6M
2
Brown Advisory
2
Brown Advisory
Maryland
$31.6M
3
BlackRock
3
BlackRock
New York
$238M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$7.1M
5
Victory Capital Management
5
Victory Capital Management
Texas
$20.2M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$20.3M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$6.16M
3
EVM
3
Eaton Vance Management
Massachusetts
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$11.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
101
Canada Life
Manitoba, Canada
$835K -$89.6K -3,483 -10%
Citigroup
102
Citigroup
New York
$822K +$309K +12,007 +60%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$809K +$519K +20,153 +179%
RJA
104
Raymond James & Associates
Florida
$792K +$245K +9,521 +45%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$757K +$145K +5,619 +24%
GC
106
Guggenheim Capital
Illinois
$725K +$725K +28,148 New
SOMRS
107
State of Michigan Retirement System
Michigan
$712K +$2.58K +100 +0.4%
AIP
108
Ameritas Investment Partners
Nebraska
$709K -$26.2K -1,020 -4%
TA
109
Teton Advisors
New York
$696K – – –
FWCM
110
Ferguson Wellman Capital Management
Oregon
$694K – – –
HF
111
HRT Financial
New York
$687K -$167K -6,477 -20%
GCP
112
GSA Capital Partners
United Kingdom
$685K -$654K -25,399 -49%
Stifel Financial
113
Stifel Financial
Missouri
$679K +$679K +26,360 New
NMIMC
114
Northwestern Mutual Investment Management Company
Wisconsin
$671K -$7.05K -274 -1%
COPPSERS
115
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$652K +$27.1K +1,054 +4%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$646K -$40.6K -1,578 -6%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$635K -$57.1K -2,220 -8%
LPL Financial
118
LPL Financial
California
$620K +$43.1K +1,674 +7%
ProShare Advisors
119
ProShare Advisors
Maryland
$584K +$214K +8,302 +58%
ASRS
120
Arizona State Retirement System
Arizona
$565K -$22.9K -888 -4%
FCH
121
Freestone Capital Holdings
Washington
$553K +$511K +19,862 +1,239%
DCM
122
Dupont Capital Management
Delaware
$552K -$41.2K -1,601 -7%
TCM
123
Tradewinds Capital Management
Washington
$529K – – –
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$527K -$131K -5,077 -20%
CCM
125
Coldstream Capital Management
Washington
$527K -$7.73K -300 -1%
3 4
5
6 7