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253 hedge funds and large institutions have $1.63B invested in WaFd in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

794% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $191K

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

12% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 82

8% more funds holding

Funds holding: 234253 (+19)

1.06% more ownership

Funds ownership: 81.39%82.45% (+1.1%)

2% more capital invested

Capital invested by funds: $1.59B → $1.63B (+$33.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
92
Reduced
82
Closed
19
Calls
$1.71M
Puts
$191K
Net Calls
+$1.52M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$742K +$11.4K +325 +2%
EMG
127
ETF Managers Group
New Jersey
$738K +$31.5K +902 +4%
DFCM
128
Dark Forest Capital Management
Puerto Rico
$733K -$443K -12,666 -37%
SEI Investments
129
SEI Investments
Pennsylvania
$716K -$2.91M -83,113 -80%
MWM
130
Mission Wealth Management
California
$706K
WTB
131
Washington Trust Bank
Washington
$701K
Citigroup
132
Citigroup
New York
$701K -$279K -7,991 -28%
TD Asset Management
133
TD Asset Management
Ontario, Canada
$674K -$451K -12,900 -39%
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$640K +$15.7K +449 +2%
TCM
135
Tradewinds Capital Management
Washington
$637K
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$623K -$192K -5,497 -23%
Pacer Advisors
137
Pacer Advisors
Pennsylvania
$620K +$647K +18,494 New
ASRS
138
Arizona State Retirement System
Arizona
$618K +$24K +686 +4%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$618K +$49.1K +1,405 +8%
KTA
140
Keeley-Teton Advisors
Illinois
$614K +$150K +4,300 +31%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$613K +$294K +8,410 +85%
Rafferty Asset Management
142
Rafferty Asset Management
New York
$600K -$44.8K -1,280 -7%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$587K +$3.5K +100 +0.6%
NYLIM
144
New York Life Investment Management
New York
$580K +$68.2K +1,950 +13%
ACM
145
Aquatic Capital Management
Illinois
$577K +$601K +17,200 New
Franklin Resources
146
Franklin Resources
California
$564K +$351K +10,026 +148%
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$556K +$82.2K +2,352 +17%
SOMRS
148
State of Michigan Retirement System
Michigan
$552K
CIC
149
Cutler Investment Counsel
Oregon
$531K
SSA
150
Schonfeld Strategic Advisors
New York
$515K +$537K +15,354 New

WAFD Hedge Fund Activity: Q4 2022 in Review

253 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2022, worth a combined $1.63B — up 2.1% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WAFD positions and 19 closed out — a net gain of 21 holders — while 92 added to existing stakes and 82 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $44M. The largest seller was Verition Fund Management, cutting an estimated $11.1M.

  • 253 institutional investors held WaFd (WAFD) as of Q4 2022, up from 234 in Q3 2022.
  • Funds reported $1.63B of WaFd stock for Q4 2022, up 2.1% quarter-over-quarter.
  • 40 funds opened new WaFd positions in Q4 2022 and 19 closed out, a net change of +21 holders.
  • The largest WaFd buyer in Q4 2022 was Artisan Partners, an estimated $44M added.
  • The largest WaFd seller in Q4 2022 was Verition Fund Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2022.