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WaFd
WAFD

Overview Fund Activity

213 hedge funds and large institutions have $1.39B invested in WaFd in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 97 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-4
Holders Change %
-1.84%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
64
Reduced
97
Closed
19
Calls
$1.24M
Puts
$635K
Net Calls
+$609K
Net Calls Change
+$590K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$56.4M
2
PAM
2
Panagora Asset Management
Massachusetts
$3.73M
3
TC
3
TwinBeech Capital
New York
$3.04M
4
HF
4
HRT Financial
New York
$2.41M
5
Millennium Management
5
Millennium Management
New York
$3.55M

Top Sellers

1
State Street
1
State Street
Massachusetts
$82.4M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
MWM
3
Moran Wealth Management
Florida
$0
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$7.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$292K -$11.6K -453 -4%
MOACM
152
Mutual of America Capital Management
New York
$291K -$38.6K -1,506 -12%
EMFAT
153
Emerald Mutual Fund Advisers Trust
Pennsylvania
$282K – – –
GI
154
GAMCO Investors
Connecticut
$256K – – –
PWAM
155
Pinnacle West Asset Management
Wyoming
$256K – – –
ProShare Advisors
156
ProShare Advisors
Maryland
$255K -$7.33K -286 -3%
ICM
157
IMS Capital Management
Oregon
$252K – – –
BJL
158
Brighton Jones LLC
Washington
$245K +$871 +34 +0.4%
YIH
159
Y-Intercept (HK)
Hong Kong
$238K +$238K +9,291 New
RJFSA
160
Raymond James Financial Services Advisors
Florida
$234K -$794 -31 -0.3%
HWAM
161
Hennion & Walsh Asset Management
New Jersey
$230K +$21.9K +853 +11%
Neuberger Berman Group
162
Neuberger Berman Group
New York
$229K +$19.8K +771 +9%
EWM
163
Empirical Wealth Management
Washington
$226K +$226K +8,817 New
MFG
164
MidWestOne Financial Group
Iowa
$226K – – –
LA
165
Lakeside Advisors
Washington
$223K +$14K +546 +7%
C
166
Covestor
United Kingdom
$192K +$35.5K +1,383 +23%
AIP
167
Ameritas Investment Partners
Nebraska
$167K +$34K +1,328 +26%
ACM
168
Aquatic Capital Management
Illinois
$151K +$141K +5,500 +1,375%
TRCT
169
Tower Research Capital (TRC)
New York
$112K -$575K -22,452 -84%
ECM
170
EMC Capital Management
Texas
$107K +$50.7K +1,984 +90%
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$100K +$10.5K +408 +12%
BCWM
172
Bartlett & Co Wealth Management
Ohio
$95.3K -$7.05K -275 -7%
BC
173
Bartlett & Co
Ohio
$95K -$7.03K -275 -7%
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$88.6K -$2.28K -89 -3%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$77.1K +$5.12K +200 +7%
5 6
7
8 9