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WaFd
WAFD

Overview Fund Activity

248 hedge funds and large institutions have $2.09B invested in WaFd in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+4
Holders Change %
+1.64%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
90
Reduced
83
Closed
25
Calls
$164K
Puts
$819K
Net Calls
-$655K
Net Calls Change
+$334K

Top Buyers

1
BlackRock
1
BlackRock
New York
$383M
2
State Street
2
State Street
Massachusetts
$155M
3
RIP
3
Rhino Investment Partners
Pennsylvania
$14.6M
4
BCM
4
Basswood Capital Management
New York
$9.21M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$15.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$22.8M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$5.11M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$8.14M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$4.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$541K +$38.3K +1,187 +8%
AC
127
AlphaCore Capital
California
$541K -$541K -16,765 -50%
MML Investors Services
128
MML Investors Services
Massachusetts
$524K +$13.3K +413 +3%
LCM
129
Legato Capital Management
California
$516K -$369K -11,434 -42%
Connor, Clark & Lunn Investment Management (CC&L)
130
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$499K +$499K +15,469 New
RAM
131
Readystate Asset Management
Illinois
$494K +$494K +15,312 New
PA
132
Profund Advisors
Maryland
$462K +$196K +6,078 +74%
PFSRSONJ
133
Police & Firemen's Retirement System of New Jersey
New Jersey
$458K +$458K +14,214 New
HT
134
Headlands Technologies
Illinois
$454K +$454K +14,079 New
AG
135
Algert Global
California
$448K +$448K +13,888 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$433K +$5.16K +160 +1%
MAM
137
Meeder Asset Management
Ohio
$408K -$900K -27,923 -69%
EC
138
EntryPoint Capital
New York
$403K +$403K +12,494 New
WP
139
WMS Partners
Maryland
$398K -$18.9K -587 -5%
MOACM
140
Mutual of America Capital Management
New York
$397K +$2.87K +89 +0.7%
BCM
141
Becker Capital Management
Oregon
$379K – – –
Franklin Resources
142
Franklin Resources
California
$375K -$478K -14,825 -56%
Neuberger Berman Group
143
Neuberger Berman Group
New York
$374K +$193 +6 +0.1%
EWA
144
EP Wealth Advisors
California
$368K +$46.6K +1,444 +14%
Pictet Asset Management
145
Pictet Asset Management
Switzerland
$363K +$70.8K +2,195 +24%
HWAM
146
Hennion & Walsh Asset Management
New Jersey
$359K -$202K -6,262 -36%
CFG
147
Cooper Financial Group
California
$359K +$11.1K +345 +3%
State of Wisconsin Investment Board
148
State of Wisconsin Investment Board
Wisconsin
$347K +$25.1K +778 +8%
WTB
149
Washington Trust Bank
Washington
$337K – – –
TSS
150
Two Sigma Securities
New York
$337K -$365K -11,333 -52%
4 5
6
7 8