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WaFd
WAFD

Overview Fund Activity

213 hedge funds and large institutions have $1.39B invested in WaFd in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 97 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-4
Holders Change %
-1.84%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
64
Reduced
97
Closed
19
Calls
$1.24M
Puts
$635K
Net Calls
+$609K
Net Calls Change
+$590K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$56.4M
2
PAM
2
Panagora Asset Management
Massachusetts
$3.73M
3
TC
3
TwinBeech Capital
New York
$3.04M
4
HF
4
HRT Financial
New York
$2.41M
5
Millennium Management
5
Millennium Management
New York
$3.55M

Top Sellers

1
State Street
1
State Street
Massachusetts
$82.4M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
MWM
3
Moran Wealth Management
Florida
$0
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$7.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Mission Wealth Management
California
$539K – – –
WTB
127
Washington Trust Bank
Washington
$535K – – –
EGM
128
Engineers Gate Manager
New York
$533K +$533K +20,807 New
KTA
129
Keeley-Teton Advisors
Illinois
$515K – – –
WCM
130
Wedge Capital Management
North Carolina
$508K -$973K -37,988 -66%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$494K -$30.7K -1,200 -6%
TCM
132
Tradewinds Capital Management
Washington
$487K – – –
SRC
133
Samson Rock Capital
United Kingdom
$485K -$485K -18,937 -50%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$484K – – –
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$483K +$10.6K +413 +2%
ASRS
136
Arizona State Retirement System
Arizona
$480K +$6.48K +253 +1%
State Board of Administration of Florida Retirement System
137
State Board of Administration of Florida Retirement System
Florida
$479K -$84.6K -3,304 -15%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$462K +$1.56K +61 +0.3%
CIC
139
Cutler Investment Counsel
Oregon
$406K – – –
WG
140
Winton Group
United Kingdom
$373K -$93.2K -3,636 -20%
FWCM
141
Ferguson Wellman Capital Management
Oregon
$366K – – –
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$362K -$42K -1,641 -10%
Truist Financial
143
Truist Financial
North Carolina
$344K -$69.2K -2,700 -17%
XT
144
XTX Topco
Cayman Islands
$333K -$180K -7,024 -35%
SG Americas Securities
145
SG Americas Securities
New York
$331K +$331K +12,914 New
AA
146
ALPS Advisors
Colorado
$330K +$73.1K +2,853 +28%
Natixis Advisors
147
Natixis Advisors
Massachusetts
$322K +$322K +12,555 New
MHI
148
Miller Howard Investments
New York
$316K -$564 -22 -0.2%
NYLIM
149
New York Life Investment Management
New York
$303K -$47.7K -1,862 -14%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$298K +$57.1K +2,230 +24%
4 5
6
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