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WaFd
WAFD

Overview Fund Activity

230 hedge funds and large institutions have $1.78B 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 23 closing their positions.

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.35%
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
23
Calls
$343K
Puts
$1.81M
Net Calls
-$1.46M
Net Calls Change
-$2.13M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$68.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$106M
4
Citadel Advisors
4
Citadel Advisors
Florida
$13.8M
5
BlackRock
5
BlackRock
New York
$312M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$41.6M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$11.3M
3
Ameriprise
3
Ameriprise
Minnesota
$38.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
151
GAMCO Investors
Connecticut
$286K – – –
RJFSA
152
Raymond James Financial Services Advisors
Florida
$277K +$57 +2 +0%
BJL
153
Brighton Jones LLC
Washington
$276K +$800 +28 +0.3%
ECM
154
EMC Capital Management
Texas
$268K – – –
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$259K – – –
SA
156
Sanctuary Advisors
Indiana
$252K +$252K +9,045 New
MFG
157
MidWestOne Financial Group
Iowa
$252K – – –
LA
158
Lakeside Advisors
Washington
$250K +$286 +10 +0.1%
OC
159
Oppenheimer & Co
New York
$238K -$26.4K -923 -10%
M&T Bank
160
M&T Bank
New York
$209K – – –
PA
161
Profund Advisors
Maryland
$205K +$205K +7,156 New
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$202K -$78.6K -2,745 -28%
AG
163
Algert Global
California
$200K +$200K +7,002 New
AIP
164
Ameritas Investment Partners
Nebraska
$197K – – –
PS
165
Principal Securities
Iowa
$196K +$76.5K +2,678 +64%
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
$135K +$135K +4,719 New
ACM
167
Aquatic Capital Management
Illinois
$129K +$31.4K +1,100 +32%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$129K – – –
BCWM
169
Bartlett & Co Wealth Management
Ohio
$98.4K – – –
NC
170
nVerses Capital
Florida
$80K +$80K +2,800 New
Lazard Asset Management
171
Lazard Asset Management
New York
$75K -$464K -16,275 -86%
KBC Group
172
KBC Group
Belgium
$59K – – –
OPTFSNA
173
Old Point Trust & Financial Services N A
Virginia
$57.7K – – –
US Bancorp
174
US Bancorp
Minnesota
$56.5K +$5.69K +199 +11%
SPIA
175
Steward Partners Investment Advisory
New York
$54.5K – – –
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