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WaFd
WAFD

230 hedge funds and large institutions have $1.77B invested in WaFd in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

8% more capital invested

Capital invested by funds: $1.65B → $1.77B (+$128M)

6.96% more ownership

Funds ownership: 69.32% → 76.29% (+7%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 229 → 230 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

81% less call options, than puts

Call options by funds: $343K | Put options by funds: $1.81M

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
84
Reduced
71
Closed
24
Calls
$343K
Puts
$1.81M
Net Calls
-$1.46M
Net Calls Change
-$2.13M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$65.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$31.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$17.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$13M
5
BlackRock
BlackRock
New York
+$12.3M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$7.84M
2
LSV Asset Management
LSV Asset Management
Illinois
-$5.44M
3
Ameriprise
Ameriprise
Minnesota
-$2.94M
4
Morgan Stanley
Morgan Stanley
New York
-$2.53M
5
Millennium Management
Millennium Management
New York
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
YCM
101
Yousif Capital Management
Michigan
$773K -$95.2K -3,437 -11%
Deutsche Bank
102
Deutsche Bank
Germany
$763K -$66.2K -2,392 -8%
Osaic Holdings
103
Osaic Holdings
Arizona
$721K +$138K +4,985 +25%
Franklin Resources
104
Franklin Resources
California
$709K +$103K +3,715 +18%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$707K +$3.54K +128 +0.5%
TRCT
106
Tower Research Capital (TRC)
New York
$707K +$613K +22,128 +849%
HCA
107
Harbor Capital Advisors
Illinois
$704K +$137K +4,941 +25%
DWT
108
Dorsey & Whitney Trust
South Dakota
$699K – – –
MSRPS
109
Maryland State Retirement & Pension System
Maryland
$673K -$31.2K -1,127 -5%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$650K – – –
ECM
111
ExodusPoint Capital Management
New York
$649K +$629K +22,717 New
VOYA Investment Management
112
VOYA Investment Management
Georgia
$632K -$10.9K -395 -2%
SEI Investments
113
SEI Investments
Pennsylvania
$626K -$126K -4,557 -17%
IA
114
IFG Advisory
Georgia
$601K -$2.83K -102 -0.5%
WTB
115
Washington Trust Bank
Washington
$597K – – –
AB
116
Amalgamated Bank
New York
$590K -$16.6K -601 -3%
KTA
117
Keeley-Teton Advisors
Illinois
$574K – – –
ASRS
118
Arizona State Retirement System
Arizona
$557K -$1.47K -53 -0.3%
TCM
119
Tradewinds Capital Management
Washington
$543K – – –
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$535K -$324K -11,714 -38%
DCM
121
Dean Capital Management
Kansas
$531K -$269K -9,715 -34%
LCM
122
Legato Capital Management
California
$531K -$269K -9,715 -34%
HWAM
123
Hennion & Walsh Asset Management
New Jersey
$530K +$121K +4,367 +31%
Two Sigma Advisers
124
Two Sigma Advisers
New York
$526K +$509K +18,395 New
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$509K – – –
3 4
5
6 7

WAFD Hedge Fund Activity: Q2 2024 in Review

230 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2024, worth a combined $1.77B — up 7.8% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 24 closed out — a net gain of 2 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Wells Fargo, adding an estimated $65.3M. The largest seller was Macquarie Group, cutting an estimated $7.84M.

  • 230 institutional investors held WaFd (WAFD) as of Q2 2024, up from 229 in Q1 2024.
  • Funds reported $1.77B of WaFd stock for Q2 2024, up 7.8% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q2 2024 and 24 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q2 2024 was Wells Fargo, an estimated $65.3M added.
  • The largest WaFd seller in Q2 2024 was Macquarie Group, an estimated $7.84M sold.

Based on aggregated 13F filings for Q2 2024.