WaFd
WAFD
229 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.
141% more call options, than puts
Call options by funds: $1.14M | Put options by funds: $473K
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
60% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 60
8% more funds holding
Funds holding: 213 → 229 (+16)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $1.81B → $1.65B (-$163M)
16.22% less ownership
Funds ownership: 85.55% → 69.32% (-16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$32.8M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$11.3M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$9.48M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$7.9M |
| 5 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
+$7.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.6M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$13.2M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$7.79M |
| 4 |
Goldman Sachs
New York
|
-$6.56M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$4.76M |
WAFD Hedge Fund Activity: Q1 2024 in Review
229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2024, worth a combined $1.65B — down 9% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WAFD positions and 19 closed out — a net gain of 18 holders — while 96 added to existing stakes and 60 trimmed.
The largest buyer was BlackRock, adding an estimated $32.8M. The largest seller was Morgan Stanley, cutting an estimated $14.6M.
- 229 institutional investors held WaFd (WAFD) as of Q1 2024, up from 213 in Q4 2023.
- Funds reported $1.65B of WaFd stock for Q1 2024, down 9% quarter-over-quarter.
- 37 funds opened new WaFd positions in Q1 2024 and 19 closed out, a net change of +18 holders.
- The largest WaFd buyer in Q1 2024 was BlackRock, an estimated $32.8M added.
- The largest WaFd seller in Q1 2024 was Morgan Stanley, an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2024.