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WaFd
WAFD

Overview Fund Activity

217 hedge funds and large institutions have $1.5B invested in WaFd in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 100 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-28
Holders Change %
-11.43%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
53
Reduced
100
Closed
51
Calls
$329K
Puts
$310K
Net Calls
+$19K
Net Calls Change
+$64K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$51.2M
2
State Street
2
State Street
Massachusetts
$104M
3
FWC
3
First Washington Corp
Washington
$7.24M
4
EF
4
Empowered Funds
Pennsylvania
$3.93M
5
Invesco
5
Invesco
Georgia
$10.4M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$201K
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$9.29M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$747K
4
Goldman Sachs
4
Goldman Sachs
New York
$28.9M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$544K -$15.9K -600 -3%
KTA
127
Keeley-Teton Advisors
Illinois
$533K – – –
XT
128
XTX Topco
Cayman Islands
$531K +$531K +20,041 New
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$518K +$79.6K +2,999 +18%
TCM
130
Tradewinds Capital Management
Washington
$504K – – –
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$501K -$220K -8,300 -31%
ASRS
132
Arizona State Retirement System
Arizona
$490K -$11.7K -443 -2%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$489K +$99K +3,733 +25%
BCM
134
Bayesian Capital Management
New York
$485K +$260K +9,800 +115%
WG
135
Winton Group
United Kingdom
$483K -$978K -36,864 -67%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$477K -$519K -19,547 -52%
ETC
137
Exchange Traded Concepts
Oklahoma
$470K -$15.6K -588 -3%
Truist Financial
138
Truist Financial
North Carolina
$427K -$191K -7,202 -31%
CIC
139
Cutler Investment Counsel
Oregon
$420K – – –
JPMPWA
140
J.P. Morgan Private Wealth Advisors
California
$418K -$640K -24,126 -60%
TSS
141
Two Sigma Securities
New York
$405K +$405K +15,289 New
FWCM
142
Ferguson Wellman Capital Management
Oregon
$379K – – –
NYLIM
143
New York Life Investment Management
New York
$363K -$50.6K -1,908 -12%
MOACM
144
Mutual of America Capital Management
New York
$341K -$16.4K -620 -5%
MHI
145
Miller Howard Investments
New York
$328K +$328K +12,366 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$314K -$27.3K -1,031 -8%
EMFAT
147
Emerald Mutual Fund Advisers Trust
Pennsylvania
$292K -$249K -9,400 -46%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$280K -$1.26M -47,397 -82%
BPWM
149
Badgley Phelps Wealth Managers
Washington
$276K +$276K +10,400 New
ProShare Advisors
150
ProShare Advisors
Maryland
$272K +$22.1K +832 +9%
4 5
6
7 8