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234 hedge funds and large institutions have $1.59B invested in WaFd in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 234234 (0)

0.54% less ownership

Funds ownership: 81.92%81.39% (-0.54%)

2% less capital invested

Capital invested by funds: $1.62B → $1.59B (-$29.5M)

23% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 91

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
70
Reduced
91
Closed
24
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
+$528K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$426K -$198K -6,116 -30%
KTA
152
Keeley-Teton Advisors
Illinois
$420K
Squarepoint
153
Squarepoint
New York
$402K +$435K +13,410 New
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$401K +$433K +13,363 New
CCIA
155
Campbell & Co Investment Adviser
Maryland
$390K +$422K +13,014 New
Sumitomo Mitsui Trust Group
156
Sumitomo Mitsui Trust Group
Japan
$384K -$107K -3,300 -20%
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$365K -$137K -4,239 -26%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$360K -$130 -4 -0%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$354K -$1.91K -59 -0.5%
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$329K
BJL
161
Brighton Jones LLC
Washington
$324K -$18.4K -567 -5%
ProShare Advisors
162
ProShare Advisors
Maryland
$322K -$5.02K -155 -1%
SG Americas Securities
163
SG Americas Securities
New York
$317K +$76.1K +2,347 +29%
NMERB
164
New Mexico Educational Retirement Board
New Mexico
$309K
AA
165
ALPS Advisors
Colorado
$306K +$330K +10,192 New
X
166
Xponance
Pennsylvania
$305K +$1.1K +34 +0.3%
GI
167
GAMCO Investors
Connecticut
$300K
RJFSA
168
Raymond James Financial Services Advisors
Florida
$300K
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$296K -$145K -4,489 -31%
ICM
170
IMS Capital Management
Oregon
$295K
TRCT
171
Tower Research Capital (TRC)
New York
$290K +$43.5K +1,341 +16%
GHA
172
GW Henssler & Associates
Georgia
$286K +$1.72K +53 +0.6%
NMIMC
173
Northwestern Mutual Investment Management Company
Wisconsin
$283K -$48.5K -1,497 -14%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$281K
Acadian Asset Management
175
Acadian Asset Management
Massachusetts
$273K

WAFD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2022, worth a combined $1.59B — down 1.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 24 closed out — a net gain of 2 holders — while 70 added to existing stakes and 91 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $18.9M. The largest seller was Lazard Asset Management, cutting an estimated $18.3M.

  • 234 institutional investors held WaFd (WAFD) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $1.59B of WaFd stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q3 2022 and 24 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q3 2022 was LSV Asset Management, an estimated $18.9M added.
  • The largest WaFd seller in Q3 2022 was Lazard Asset Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2022.