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230 hedge funds and large institutions have $1.77B invested in WaFd in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

8% more capital invested

Capital invested by funds: $1.65B → $1.77B (+$128M)

6.96% more ownership

Funds ownership: 69.32%76.29% (+7%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 229230 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

81% less call options, than puts

Call options by funds: $343K | Put options by funds: $1.81M

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
84
Reduced
71
Closed
24
Calls
$343K
Puts
$1.81M
Net Calls
-$1.46M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
151
Raymond James Financial Services Advisors
Florida
$277K +$55 +2 +0%
BJL
152
Brighton Jones LLC
Washington
$276K +$775 +28 +0.3%
ECM
153
EMC Capital Management
Texas
$268K
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$259K
SA
155
Sanctuary Advisors
Indiana
$252K +$250K +9,045 New
MFG
156
MidWestOne Financial Group
Iowa
$252K
LA
157
Lakeside Advisors
Washington
$250K +$277 +10 +0.1%
OC
158
Oppenheimer & Co
New York
$238K -$25.6K -923 -10%
M&T Bank
159
M&T Bank
New York
$209K
PA
160
Profund Advisors
Maryland
$205K +$198K +7,156 New
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$202K -$76K -2,745 -28%
AG
162
Algert Global
California
$200K +$194K +7,002 New
AIP
163
Ameritas Investment Partners
Nebraska
$197K
PS
164
Principal Securities
Iowa
$196K +$74.2K +2,678 +64%
Parallax Volatility Advisers
165
Parallax Volatility Advisers
California
$135K +$131K +4,719 New
ACM
166
Aquatic Capital Management
Illinois
$129K +$30.5K +1,100 +32%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$129K
BCWM
168
Bartlett & Co Wealth Management
Ohio
$98.4K
NC
169
nVerses Capital
Florida
$80K +$77.5K +2,800 New
Lazard Asset Management
170
Lazard Asset Management
New York
$75K -$451K -16,275 -86%
KBC Group
171
KBC Group
Belgium
$59K
OPTFSNA
172
Old Point Trust & Financial Services N A
Virginia
$57.7K
US Bancorp
173
US Bancorp
Minnesota
$56.5K +$5.51K +199 +11%
SPIA
174
Steward Partners Investment Advisory
New York
$54.5K
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.4K +$1.77K +64 +3%

WAFD Hedge Fund Activity: Q2 2024 in Review

230 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2024, worth a combined $1.77B — up 7.8% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 24 closed out — a net gain of 2 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Wells Fargo, adding an estimated $65.3M. The largest seller was Macquarie Group, cutting an estimated $7.84M.

  • 230 institutional investors held WaFd (WAFD) as of Q2 2024, up from 229 in Q1 2024.
  • Funds reported $1.77B of WaFd stock for Q2 2024, up 7.8% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q2 2024 and 24 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q2 2024 was Wells Fargo, an estimated $65.3M added.
  • The largest WaFd seller in Q2 2024 was Macquarie Group, an estimated $7.84M sold.

Based on aggregated 13F filings for Q2 2024.