WAFD icon

WaFd
WAFD

Overview Fund Activity

228 hedge funds and large institutions have $1.65B invested in WaFd in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
96
Reduced
60
Closed
19
Calls
$1.14M
Puts
$473K
Net Calls
+$667K
Net Calls Change
-$768K

Top Buyers

1
BlackRock
1
BlackRock
New York
$304M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$164M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$18.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$90M
5
DIA
5
Davidson Investment Advisors
Montana
$7.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.8M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$36.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$274K
4
Goldman Sachs
4
Goldman Sachs
New York
$6.71M
5
PAM
5
Panagora Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$281K +$18.1K +624 +7%
BJL
152
Brighton Jones LLC
Washington
$280K +$958 +33 +0.3%
CFG
153
Cooper Financial Group
California
$278K +$278K +9,586 New
HSBC Holdings
154
HSBC Holdings
United Kingdom
$274K -$7.85M -270,461 -97%
ECM
155
EMC Capital Management
Texas
$273K +$151K +5,204 +124%
OC
156
Oppenheimer & Co
New York
$268K +$268K +9,240 New
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$263K – – –
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$259K -$635K -21,863 -71%
MFG
159
MidWestOne Financial Group
Iowa
$256K – – –
LA
160
Lakeside Advisors
Washington
$254K +$261 +9 +0.1%
MM
161
MQS Management
New York
$242K +$242K +8,332 New
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$242K +$41K +1,411 +20%
Russell Investments Group
163
Russell Investments Group
United Kingdom
$240K +$238K +8,212 +17,472%
SG Americas Securities
164
SG Americas Securities
New York
$237K +$237K +8,152 New
M&T Bank
165
M&T Bank
New York
$213K -$16.5K -569 -7%
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$210K +$37.4K +1,305 +22%
GC
167
Guggenheim Capital
Illinois
$207K +$207K +7,122 New
AIP
168
Ameritas Investment Partners
Nebraska
$200K +$10.8K +373 +6%
MAM
169
Meeder Asset Management
Ohio
$194K +$194K +6,676 New
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$131K +$40.4K +1,390 +45%
PS
171
Principal Securities
Iowa
$122K +$121K +4,170 +16,680%
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$106K -$755 -26 -0.7%
BCWM
173
Bartlett & Co Wealth Management
Ohio
$100K -$7.98K -275 -7%
ACM
174
Aquatic Capital Management
Illinois
$98.7K +$98.7K +3,400 New
TRCT
175
Tower Research Capital (TRC)
New York
$75.7K -$306K -10,531 -80%
5 6
7
8 9