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WaFd
WAFD

Overview Fund Activity

230 hedge funds and large institutions have $1.78B invested in WaFd in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
84
Reduced
71
Closed
23
Calls
$343K
Puts
$1.81M
Net Calls
-$1.46M
Net Calls Change
-$2.13M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$68.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$106M
4
Citadel Advisors
4
Citadel Advisors
Florida
$13.8M
5
BlackRock
5
BlackRock
New York
$312M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$41.6M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$11.3M
3
Ameriprise
3
Ameriprise
Minnesota
$38.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$509K – – –
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$490K -$483K -16,917 -50%
EWM
128
Empirical Wealth Management
Washington
$480K +$87.3K +3,054 +22%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$476K +$104K +3,629 +28%
OPERF
130
Oregon Public Employees Retirement Fund
Oregon
$468K -$51.4K -1,800 -10%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$442K – – –
MML Investors Services
132
MML Investors Services
Massachusetts
$422K +$10.3K +359 +2%
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$416K -$3.12K -109 -0.7%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$408K +$35.9K +1,256 +10%
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$390K +$65K +2,273 +20%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$384K -$84.7K -2,964 -18%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$379K +$124K +4,319 +48%
RAM
138
Readystate Asset Management
Illinois
$378K +$378K +13,241 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$354K -$143 -5 -0%
SSA
140
Schonfeld Strategic Advisors
New York
$350K +$350K +12,230 New
ICM
141
IMS Capital Management
Oregon
$338K – – –
BCM
142
Becker Capital Management
Oregon
$336K – – –
Neuberger Berman Group
143
Neuberger Berman Group
New York
$334K +$43.1K +1,507 +15%
MOACM
144
Mutual of America Capital Management
New York
$317K -$17K -596 -5%
BPWM
145
Badgley Phelps Wealth Managers
Washington
$312K – – –
CFG
146
Cooper Financial Group
California
$302K +$28.5K +997 +10%
ProShare Advisors
147
ProShare Advisors
Maryland
$299K -$92.7K -3,242 -24%
Russell Investments Group
148
Russell Investments Group
United Kingdom
$290K +$54.4K +1,904 +23%
PWAM
149
Pinnacle West Asset Management
Wyoming
$286K – – –
Cerity Partners
150
Cerity Partners
New York
$286K +$286K +10,006 New
4 5
6
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