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253 hedge funds and large institutions have $1.63B invested in WaFd in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

794% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $191K

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

12% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 82

8% more funds holding

Funds holding: 234253 (+19)

1.06% more ownership

Funds ownership: 81.39%82.45% (+1.1%)

2% more capital invested

Capital invested by funds: $1.59B → $1.63B (+$33.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
92
Reduced
82
Closed
19
Calls
$1.71M
Puts
$191K
Net Calls
+$1.52M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
151
Los Angeles Capital Management
California
$506K -$5.52K -158 -1%
FHB
152
First Hawaiian Bank
Hawaii
$484K +$504K +14,430 New
Federated Hermes
153
Federated Hermes
Pennsylvania
$479K -$56.4K -1,614 -10%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$427K +$30.3K +868 +7%
Janus Henderson Group
155
Janus Henderson Group
United Kingdom
$422K -$293K -8,384 -40%
ProShare Advisors
156
ProShare Advisors
Maryland
$415K +$57.8K +1,653 +15%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$399K -$3.78K -108 -0.9%
QT
158
Quantbot Technologies
New York
$384K +$384K +10,986 +2,425%
DTL
159
Dynamic Technology Lab
Singapore
$373K +$389K +11,132 New
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$368K
DCM
161
Dupont Capital Management
Delaware
$363K +$378K +10,805 New
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$351K -$101K -2,900 -22%
NMERB
163
New Mexico Educational Retirement Board
New Mexico
$346K
CA
164
Cetera Advisors
Colorado
$344K +$358K +10,249 New
BJL
165
Brighton Jones LLC
Washington
$341K -$21.9K -627 -6%
AA
166
ALPS Advisors
Colorado
$340K -$1.89K -54 -0.5%
DWT
167
Dorsey & Whitney Trust
South Dakota
$339K -$501K -14,322 -59%
X
168
Xponance
Pennsylvania
$338K -$3.08K -88 -0.9%
PRC
169
Pearl River Capital
Michigan
$337K +$351K +10,038 New
GI
170
GAMCO Investors
Connecticut
$336K
ICM
171
IMS Capital Management
Oregon
$330K
GHA
172
GW Henssler & Associates
Georgia
$320K
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$315K +$64.6K +1,848 +25%
SFI
174
Susquehanna Fundamental Investments
Pennsylvania
$307K -$1.17M -33,387 -78%
SOADOR
175
State of Alaska Department of Revenue
Alaska
$306K -$8.22K -235 -3%

WAFD Hedge Fund Activity: Q4 2022 in Review

253 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2022, worth a combined $1.63B — up 2.1% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WAFD positions and 19 closed out — a net gain of 21 holders — while 92 added to existing stakes and 82 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $44M. The largest seller was Verition Fund Management, cutting an estimated $11.1M.

  • 253 institutional investors held WaFd (WAFD) as of Q4 2022, up from 234 in Q3 2022.
  • Funds reported $1.63B of WaFd stock for Q4 2022, up 2.1% quarter-over-quarter.
  • 40 funds opened new WaFd positions in Q4 2022 and 19 closed out, a net change of +21 holders.
  • The largest WaFd buyer in Q4 2022 was Artisan Partners, an estimated $44M added.
  • The largest WaFd seller in Q4 2022 was Verition Fund Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2022.