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219 hedge funds and large institutions have $1.81B invested in WaFd in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more call options, than puts

Call options by funds: $966K | Put options by funds: $92K

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $1.59B → $1.81B (+$213M)

5% more funds holding

Funds holding: 208219 (+11)

4.18% less ownership

Funds ownership: 81.66%77.48% (-4.2%)

12% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 77

Holders
219
Holders Change
+11
Holders Change %
+5.29%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
68
Reduced
77
Closed
22
Calls
$966K
Puts
$92K
Net Calls
+$874K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
151
Neo Ivy Capital Management
New York
$350K +$339K +11,351 New
BJL
152
Brighton Jones LLC
Washington
$345K +$1.47K +49 +0.4%
Mitsubishi UFJ Trust & Banking
153
Mitsubishi UFJ Trust & Banking
Japan
$343K +$12.5K +417 +3%
TRCT
154
Tower Research Capital (TRC)
New York
$338K +$127K +4,242 +63%
WTB
155
Washington Trust Bank
Washington
$322K
RJFSA
156
Raymond James Financial Services Advisors
Florida
$310K +$1.52K +51 +0.5%
GI
157
GAMCO Investors
Connecticut
$308K
ICM
158
IMS Capital Management
Oregon
$303K +$13.8K +460 +5%
FCBT
159
First Citizens Bank & Trust
North Carolina
$292K +$284K +9,487 New
GHA
160
GW Henssler & Associates
Georgia
$275K +$2.99K +100 +1%
DWT
161
Dorsey & Whitney Trust
South Dakota
$272K
MFG
162
MidWestOne Financial Group
Iowa
$271K
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$264K +$256K +8,559 New
X
164
Xponance
Pennsylvania
$252K -$55.4K -1,852 -18%
Pacer Advisors
165
Pacer Advisors
Pennsylvania
$249K -$10.7K -357 -4%
AIM
166
Aigen Investment Management
New York
$247K -$71.5K -2,392 -23%
CWM
167
CIBC World Markets
New York
$245K +$238K +7,965 New
Truist Financial
168
Truist Financial
North Carolina
$237K -$124K -4,136 -35%
SAM
169
Securian Asset Management
Minnesota
$218K -$2.99K -100 -1%
TCM
170
Teza Capital Management
Illinois
$217K +$210K +7,041 New
AB
171
Amalgamated Bank
New York
$208K +$202K +6,750 New
BCWM
172
Bartlett & Co Wealth Management
Ohio
$172K
BC
173
Bartlett & Co
Ohio
$172K
Acadian Asset Management
174
Acadian Asset Management
Massachusetts
$164K -$12.9M -431,667 -99%
PAM
175
Panagora Asset Management
Massachusetts
$122K

WAFD Hedge Fund Activity: Q1 2021 in Review

219 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2021, worth a combined $1.81B — up 13% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 22 closed out — a net gain of 12 holders — while 68 added to existing stakes and 77 trimmed.

The largest buyer was Millennium Management, adding an estimated $40.2M. The largest seller was Janus Henderson Group, cutting an estimated $38.4M.

  • 219 institutional investors held WaFd (WAFD) as of Q1 2021, up from 208 in Q4 2020.
  • Funds reported $1.81B of WaFd stock for Q1 2021, up 13% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q1 2021 and 22 closed out, a net change of +12 holders.
  • The largest WaFd buyer in Q1 2021 was Millennium Management, an estimated $40.2M added.
  • The largest WaFd seller in Q1 2021 was Janus Henderson Group, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2021.