We are live on ! Find out more
WAFD icon

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
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$826K +$62.8K +2,178 +8%
DCM
102
Dean Capital Management
Kansas
$821K -$125K -4,335 -13%
LCM
103
Legato Capital Management
California
$821K -$125K -4,335 -13%
SAIG
104
Semper Augustus Investments Group
Colorado
$786K -$12.3K -428 -2%
SEI Investments
105
SEI Investments
Pennsylvania
$768K +$172K +5,972 +29%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$714K +$11K +382 +2%
DWT
107
Dorsey & Whitney Trust
South Dakota
$710K -$88.1K -3,059 -11%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$660K – – –
MSRPS
109
Maryland State Retirement & Pension System
Maryland
$660K +$33.4K +1,160 +5%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$654K -$106K -3,696 -14%
I
111
InceptionR
California
$653K +$412K +14,309 +175%
TI
112
Tidal Investments
Wisconsin
$653K +$648K +22,505 New
AB
113
Amalgamated Bank
New York
$617K -$75.8K -2,630 -11%
IA
114
IFG Advisory
Georgia
$613K -$5.88K -204 -1%
Franklin Resources
115
Franklin Resources
California
$612K -$239K -8,308 -28%
MWM
116
Mission Wealth Management
California
$610K – – –
Squarepoint
117
Squarepoint
New York
$609K +$605K +20,980 New
WTB
118
Washington Trust Bank
Washington
$606K – – –
Osaic Holdings
119
Osaic Holdings
Arizona
$588K +$575K +19,949 +6,498%
KTA
120
Keeley-Teton Advisors
Illinois
$584K – – –
HCA
121
Harbor Capital Advisors
Illinois
$572K +$567K +19,692 New
ASRS
122
Arizona State Retirement System
Arizona
$567K +$41.3K +1,434 +8%
TCM
123
Tradewinds Capital Management
Washington
$552K – – –
Lazard Asset Management
124
Lazard Asset Management
New York
$548K +$166K +5,762 +44%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$527K -$21.1K -731 -4%
3 4
5
6 7

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.