WAFD icon

WaFd
WAFD

Overview Fund Activity

212 hedge funds and large institutions have $1.81B invested in WaFd in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
63
Reduced
85
Closed
26
Calls
$1.74M
Puts
$309K
Net Calls
+$1.44M
Net Calls Change
+$826K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$39.1M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$93.2M
3
Ameriprise
Ameriprise
Minnesota
$46.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$9.27M
5
State Street
State Street
Massachusetts
$111M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.92M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
BlackRock
BlackRock
New York
$308M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
151
Empirical Wealth Management
Washington
$291K – – –
MFG
152
MidWestOne Financial Group
Iowa
$290K – – –
LA
153
Lakeside Advisors
Washington
$288K +$264 +8 +0.1%
I
154
InceptionR
California
$270K +$270K +8,200 New
M&T Bank
155
M&T Bank
New York
$260K +$260K +7,899 New
SFA
156
Sequoia Financial Advisors
Ohio
$253K +$253K +7,666 New
ECM
157
Everence Capital Management
Indiana
$249K +$249K +7,540 New
Citadel Advisors
158
Citadel Advisors
Florida
$235K -$2.79M -84,675 -92%
C
159
Covestor
United Kingdom
$232K -$15K -454 -6%
Pathstone Holdings
160
Pathstone Holdings
New Jersey
$228K +$228K +6,911 New
DT
161
Diversified Trust
Tennessee
$221K +$221K +6,704 New
CIBC Asset Management
162
CIBC Asset Management
Ontario, Canada
$216K +$216K +6,557 New
AIP
163
Ameritas Investment Partners
Nebraska
$215K – – –
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$213K +$213K +6,357 New
FRM
165
Fox Run Management
Connecticut
$206K +$206K +6,250 New
PA
166
Profund Advisors
Maryland
$203K +$203K +6,173 New
DekaBank Deutsche Girozentrale
167
DekaBank Deutsche Girozentrale
Germany
$201K +$201K +6,017 New
ECM
168
EMC Capital Management
Texas
$138K – – –
BCWM
169
Bartlett & Co Wealth Management
Ohio
$124K – – –
BC
170
Bartlett & Co
Ohio
$124K – – –
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$121K -$8.04K -244 -6%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$102K +$3.23K +98 +3%
SPIA
173
Steward Partners Investment Advisory
New York
$70K +$7.15K +217 +11%
KBC Group
174
KBC Group
Belgium
$68K – – –
OPTFSNA
175
Old Point Trust & Financial Services N A
Virginia
$66.6K +$66.6K +2,020 New
5 6
7
8 9