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234 hedge funds and large institutions have $1.59B invested in WaFd in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 234234 (0)

0.54% less ownership

Funds ownership: 81.92%81.39% (-0.54%)

2% less capital invested

Capital invested by funds: $1.62B → $1.59B (-$29.5M)

23% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 91

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
70
Reduced
91
Closed
24
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
+$528K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFG Advisory
Georgia
$689K
DA
127
Duality Advisers
Florida
$657K +$710K +21,918 New
AIP
128
Ameritas Investment Partners
Nebraska
$649K -$20K -618 -3%
EMG
129
ETF Managers Group
New Jersey
$632K +$33.1K +1,021 +5%
MWM
130
Mission Wealth Management
California
$630K
FRM
131
Fox Run Management
Connecticut
$630K +$681K +20,998 New
Janus Henderson Group
132
Janus Henderson Group
United Kingdom
$628K +$341K +10,508 +100%
WTB
133
Washington Trust Bank
Washington
$626K
Citadel Advisors
134
Citadel Advisors
Florida
$597K -$11.1M -343,888 -95%
GCM
135
Graham Capital Management
Connecticut
$594K -$412K -12,722 -39%
B
136
Bailard
California
$588K +$635K +19,600 New
Rafferty Asset Management
137
Rafferty Asset Management
New York
$575K -$127K -3,913 -17%
TCM
138
Tradewinds Capital Management
Washington
$570K
Two Sigma Investments
139
Two Sigma Investments
New York
$566K -$252K -7,782 -29%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$559K
ASRS
141
Arizona State Retirement System
Arizona
$532K +$1.62K +50 +0.3%
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$522K +$6.48K +200 +1%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$510K -$146K -4,511 -21%
SOMRS
144
State of Michigan Retirement System
Michigan
$493K -$6.48K -200 -1%
Federated Hermes
145
Federated Hermes
Pennsylvania
$477K -$24.6K -759 -5%
BA
146
Bridgewater Associates
Connecticut
$477K +$516K +15,919 New
CIC
147
Cutler Investment Counsel
Oregon
$475K
HSBC Holdings
148
HSBC Holdings
United Kingdom
$472K -$613K -18,921 -55%
NYLIM
149
New York Life Investment Management
New York
$460K +$36.5K +1,126 +8%
Los Angeles Capital Management
150
Los Angeles Capital Management
California
$457K -$449K -13,865 -48%

WAFD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2022, worth a combined $1.59B — down 1.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 24 closed out — a net gain of 2 holders — while 70 added to existing stakes and 91 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $18.9M. The largest seller was Lazard Asset Management, cutting an estimated $18.3M.

  • 234 institutional investors held WaFd (WAFD) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $1.59B of WaFd stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q3 2022 and 24 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q3 2022 was LSV Asset Management, an estimated $18.9M added.
  • The largest WaFd seller in Q3 2022 was Lazard Asset Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2022.