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WaFd
WAFD

Overview Fund Activity

217 hedge funds and large institutions have $1.5B invested in WaFd in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 100 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-28
Holders Change %
-11.43%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
53
Reduced
100
Closed
51
Calls
$329K
Puts
$310K
Net Calls
+$19K
Net Calls Change
+$64K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$51.2M
2
State Street
2
State Street
Massachusetts
$104M
3
FWC
3
First Washington Corp
Washington
$7.24M
4
EF
4
Empowered Funds
Pennsylvania
$3.93M
5
Invesco
5
Invesco
Georgia
$10.4M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$201K
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$9.29M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$747K
4
Goldman Sachs
4
Goldman Sachs
New York
$28.9M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
ALPS Advisors
Colorado
$266K +$1.86K +70 +0.7%
GI
152
GAMCO Investors
Connecticut
$265K – – –
PWAM
153
Pinnacle West Asset Management
Wyoming
$265K – – –
ICM
154
IMS Capital Management
Oregon
$261K – – –
BJL
155
Brighton Jones LLC
Washington
$253K -$17.2K -649 -6%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$249K – – –
RJFSA
157
Raymond James Financial Services Advisors
Florida
$243K +$5.3K +200 +2%
State of Wisconsin Investment Board
158
State of Wisconsin Investment Board
Wisconsin
$239K -$85.5K -3,225 -26%
AIM
159
Aigen Investment Management
New York
$235K +$235K +8,847 New
MFG
160
MidWestOne Financial Group
Iowa
$233K – – –
LA
161
Lakeside Advisors
Washington
$217K +$239 +9 +0.1%
Neuberger Berman Group
162
Neuberger Berman Group
New York
$217K -$30.5K -1,151 -12%
HWAM
163
Hennion & Walsh Asset Management
New Jersey
$215K +$215K +8,108 New
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$214K -$61.5K -2,068 -22%
HF
165
HRT Financial
New York
$207K +$207K +7,807 New
PA
166
Profund Advisors
Maryland
$201K +$18.9K +714 +10%
HighTower Advisors
167
HighTower Advisors
Illinois
$201K -$8.33K -310 -4%
AQR Capital Management
168
AQR Capital Management
Connecticut
$201K -$16.3M -613,513 -99%
C
169
Covestor
United Kingdom
$162K +$29.3K +1,105 +22%
KBC Group
170
KBC Group
Belgium
$143K – – –
AIP
171
Ameritas Investment Partners
Nebraska
$138K – – –
Osaic Holdings
172
Osaic Holdings
Arizona
$120K -$83.9K -3,162 -41%
BC
173
Bartlett & Co
Ohio
$106K – – –
BCWM
174
Bartlett & Co Wealth Management
Ohio
$106K – – –
Allspring Global Investments
175
Allspring Global Investments
North Carolina
$94K +$10.5K +395 +13%
5 6
7
8 9