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WaFd
WAFD

Overview Fund Activity

228 hedge funds and large institutions have $1.65B invested in WaFd in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
96
Reduced
60
Closed
19
Calls
$1.14M
Puts
$473K
Net Calls
+$667K
Net Calls Change
-$768K

Top Buyers

1
BlackRock
1
BlackRock
New York
$304M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$164M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$18.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$90M
5
DIA
5
Davidson Investment Advisors
Montana
$7.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.8M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$36.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$274K
4
Goldman Sachs
4
Goldman Sachs
New York
$6.71M
5
PAM
5
Panagora Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$517K -$675K -23,246 -57%
SO
127
STRS Ohio
Ohio
$505K +$505K +17,400 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$476K +$48.2K +1,661 +11%
Handelsbanken Fonder
129
Handelsbanken Fonder
Sweden
$449K – – –
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$426K +$20.3K +700 +5%
MML Investors Services
131
MML Investors Services
Massachusetts
$418K +$418K +14,399 New
HWAM
132
Hennion & Walsh Asset Management
New Jersey
$412K +$56K +1,928 +16%
Citadel Advisors
133
Citadel Advisors
Florida
$401K +$194K +6,683 +94%
EWM
134
Empirical Wealth Management
Washington
$399K +$143K +4,918 +56%
ProShare Advisors
135
ProShare Advisors
Maryland
$398K +$45.9K +1,581 +13%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$378K -$130K -4,491 -26%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$378K -$50K -1,722 -12%
NYLIM
138
New York Life Investment Management
New York
$377K +$41.8K +1,441 +12%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$360K +$9.9K +341 +3%
BCM
140
Becker Capital Management
Oregon
$341K +$341K +11,752 New
MOACM
141
Mutual of America Capital Management
New York
$340K +$10.8K +372 +3%
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$331K +$331K +11,390 New
TSS
143
Two Sigma Securities
New York
$321K -$70.2K -2,417 -18%
BPWM
144
Badgley Phelps Wealth Managers
Washington
$316K -$476K -16,400 -60%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$295K +$30K +1,034 +11%
GI
146
GAMCO Investors
Connecticut
$290K – – –
PWAM
147
Pinnacle West Asset Management
Wyoming
$290K – – –
CANY
148
Caxton Associates (New York)
New York
$289K -$740K -25,501 -72%
ICM
149
IMS Capital Management
Oregon
$286K – – –
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$286K +$101K +3,454 +54%
4 5
6
7 8