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WaFd
WAFD

Overview Fund Activity

208 hedge funds and large institutions have $1.59B invested in WaFd in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+7
Holders Change %
+3.48%
% of All Funds
3.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
70
Reduced
76
Closed
21
Calls
$311K
Puts
$445K
Net Calls
-$134K
Net Calls Change
-$134K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$33.6M
2
Brown Advisory
2
Brown Advisory
Maryland
$31.6M
3
BlackRock
3
BlackRock
New York
$238M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$7.1M
5
Victory Capital Management
5
Victory Capital Management
Texas
$20.2M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$20.3M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$6.16M
3
EVM
3
Eaton Vance Management
Massachusetts
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$11.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
151
Washington Trust Bank
Washington
$269K – – –
AIM
152
Aigen Investment Management
New York
$268K +$233K +9,076 +676%
X
153
Xponance
Pennsylvania
$259K -$1.03K -40 -0.4%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$257K -$6.17K -240 -2%
GI
155
GAMCO Investors
Connecticut
$257K – – –
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$247K – – –
ICM
157
IMS Capital Management
Oregon
$242K +$242K +9,383 New
DWT
158
Dorsey & Whitney Trust
South Dakota
$228K +$228K +8,852 New
MFG
159
MidWestOne Financial Group
Iowa
$227K +$227K +8,802 New
GHA
160
GW Henssler & Associates
Georgia
$227K +$227K +8,832 New
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$217K -$252K -9,826 -54%
Two Sigma Advisers
162
Two Sigma Advisers
New York
$211K -$311K -12,100 -60%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$201K +$201K +7,827 New
SAM
164
Securian Asset Management
Minnesota
$185K -$4.27K -166 -2%
US Bancorp
165
US Bancorp
Minnesota
$179K +$129 +5 +0.1%
TRCT
166
Tower Research Capital (TRC)
New York
$173K -$1.79M -69,562 -91%
BC
167
Bartlett & Co
Ohio
$144K – – –
BCWM
168
Bartlett & Co Wealth Management
Ohio
$144K – – –
FF
169
FourThought Financial
Florida
$133K +$133K +5,193 New
PAM
170
Panagora Asset Management
Massachusetts
$102K -$22.4K -870 -18%
Macquarie Group
171
Macquarie Group
Australia
$98K -$5.82M -226,947 -98%
BAM
172
Bellevue Asset Management
Washington
$77K – – –
Toronto Dominion Bank
173
Toronto Dominion Bank
Ontario, Canada
$43K +$43K +1,675 New
SFP
174
Sterling Financial Planning
New Jersey
$33K +$33K +1,300 New
GRP
175
Global Retirement Partners
California
$27K +$1.62K +63 +6%
5 6
7
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