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WaFd
WAFD

241 hedge funds and large institutions have $1.76B invested in WaFd in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

6% more funds holding

Funds holding: 227 → 241 (+14)

2.05% more ownership

Funds ownership: 79.1% → 81.14% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $1.84B → $1.76B (-$80.6M)

28% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 93

Holders
241
Holders Change
+14
Holders Change %
+6.17%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
67
Reduced
93
Closed
25
Calls
$467K
Puts
–
Net Calls
+$467K
Net Calls Change
-$163K

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$8.09M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.96M
3
ECM
ExodusPoint Capital Management
New York
+$5.75M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.44M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$3.87M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$13.3M
4
BlackRock
BlackRock
New York
-$13M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$755K -$20K -580 -3%
EMG
127
ETF Managers Group
New Jersey
$745K +$36.7K +1,065 +5%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$736K -$24.1K -700 -3%
Los Angeles Capital Management
129
Los Angeles Capital Management
California
$722K +$29.7K +860 +4%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$722K +$747K +21,643 New
COPPSERS
131
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$721K -$29.3K -849 -4%
MWM
132
Mission Wealth Management
California
$702K – – –
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$700K – – –
WTB
134
Washington Trust Bank
Washington
$697K +$91.7K +2,659 +15%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$690K -$67.9K -1,968 -9%
TCM
136
Tradewinds Capital Management
Washington
$686K -$8.62K -250 -1%
ProShare Advisors
137
ProShare Advisors
Maryland
$669K +$231K +6,691 +50%
ASRS
138
Arizona State Retirement System
Arizona
$610K -$49.5K -1,434 -7%
CGIM
139
Cannon Global Investment Management
Florida
$608K +$628K +18,200 New
Federated Hermes
140
Federated Hermes
Pennsylvania
$604K +$239K +6,928 +62%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$573K -$20.1K -583 -3%
BFG
142
Beacon Financial Group
Texas
$573K +$587K +17,027 New
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$561K -$17.2K -500 -3%
SOMRS
144
State of Michigan Retirement System
Michigan
$553K -$17.2K -500 -3%
CIC
145
Cutler Investment Counsel
Oregon
$528K – – –
Mitsubishi UFJ Trust & Banking
146
Mitsubishi UFJ Trust & Banking
Japan
$526K +$110K +3,185 +25%
GCP
147
GSA Capital Partners
United Kingdom
$524K +$288K +8,359 +114%
NMERB
148
New Mexico Educational Retirement Board
New Mexico
$514K – – –
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$512K -$13.3M -386,976 -96%
BFM
150
Boothbay Fund Management
New York
$474K +$490K +14,191 New
4 5
6
7 8

WAFD Hedge Fund Activity: Q4 2021 in Review

241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2021, worth a combined $1.76B — down 4.4% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WAFD positions and 25 closed out — a net gain of 15 holders — while 67 added to existing stakes and 93 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $8.09M. The largest seller was Morgan Stanley, cutting an estimated $14M.

  • 241 institutional investors held WaFd (WAFD) as of Q4 2021, up from 227 in Q3 2021.
  • Funds reported $1.76B of WaFd stock for Q4 2021, down 4.4% quarter-over-quarter.
  • 40 funds opened new WaFd positions in Q4 2021 and 25 closed out, a net change of +15 holders.
  • The largest WaFd buyer in Q4 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $8.09M added.
  • The largest WaFd seller in Q4 2021 was Morgan Stanley, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2021.