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234 hedge funds and large institutions have $1.62B invested in WaFd in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.94% less ownership

Funds ownership: 82.86%81.92% (-0.94%)

2% less call options, than puts

Call options by funds: $303K | Put options by funds: $309K

3% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 93

7% less funds holding

Funds holding: 251234 (-17)

8% less capital invested

Capital invested by funds: $1.77B → $1.62B (-$150M)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

Holders
234
Holders Change
-17
Holders Change %
-6.77%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
90
Reduced
93
Closed
28
Calls
$303K
Puts
$309K
Net Calls
-$6K
Net Calls Change
-$383K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$1.22M -$19.3K -614 -1%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$1.2M
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1.2M -$44.8K -1,428 -3%
Holocene Advisors
104
Holocene Advisors
New York
$1.17M -$538K -17,153 -31%
YCM
105
Yousif Capital Management
Michigan
$1.1M +$30.5K +970 +3%
Deutsche Bank
106
Deutsche Bank
Germany
$1.03M -$769K -24,487 -42%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$1.03M -$447K -14,229 -29%
JCIA
108
Jackson Creek Investment Advisors
Colorado
$1.02M -$76.7K -2,444 -8%
HIM
109
Harbour Investment Management
Washington
$990K -$55.9K -1,780 -5%
GCM
110
Graham Capital Management
Connecticut
$977K +$1.02M +32,556 New
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$969K
Comerica Bank
112
Comerica Bank
Texas
$968K -$38.6K -1,230 -4%
CIC
113
Cornercap Investment Counsel
Georgia
$967K +$2.67K +85 +0.3%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$918K +$60.2K +1,918 +7%
PI
115
Putnam Investments
Massachusetts
$881K -$11.3K -361 -1%
Los Angeles Capital Management
116
Los Angeles Capital Management
California
$874K +$47.2K +1,505 +5%
FWCM
117
Ferguson Wellman Capital Management
Oregon
$810K
Two Sigma Investments
118
Two Sigma Investments
New York
$800K +$837K +26,648 New
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$787K +$328K +10,462 +66%
COPPSERS
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$776K +$61.2K +1,950 +8%
HIM
121
Hillsdale Investment Management
Ontario, Canada
$760K -$62.8K -2,000 -7%
Rafferty Asset Management
122
Rafferty Asset Management
New York
$693K +$725K +23,087 New
IA
123
IFG Advisory
Georgia
$689K +$32.2K +1,027 +5%
AIP
124
Ameritas Investment Partners
Nebraska
$668K -$10.4K -332 -1%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$646K -$6.15K -196 -0.9%

WAFD Hedge Fund Activity: Q2 2022 in Review

234 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2022, worth a combined $1.62B — down 8.4% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of WAFD and 17 opened new positions — a net loss of 11 holders — while 93 trimmed existing stakes and 90 added.

The largest buyer was Invesco, adding an estimated $12.4M. The largest seller was Millennium Management, cutting an estimated $18.9M.

  • 234 institutional investors held WaFd (WAFD) as of Q2 2022, down from 251 in Q1 2022.
  • Funds reported $1.62B of WaFd stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 17 funds opened new WaFd positions in Q2 2022 and 28 closed out, a net change of -11 holders.
  • The largest WaFd buyer in Q2 2022 was Invesco, an estimated $12.4M added.
  • The largest WaFd seller in Q2 2022 was Millennium Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2022.