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WaFd
WAFD

Overview Fund Activity

208 hedge funds and large institutions have $1.59B invested in WaFd in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+7
Holders Change %
+3.48%
% of All Funds
3.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
70
Reduced
76
Closed
21
Calls
$311K
Puts
$445K
Net Calls
-$134K
Net Calls Change
-$134K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$33.6M
2
Brown Advisory
Brown Advisory
Maryland
$31.6M
3
BlackRock
BlackRock
New York
$238M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.1M
5
Victory Capital Management
Victory Capital Management
Texas
$20.2M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
$20.3M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$6.16M
3
EVM
Eaton Vance Management
Massachusetts
$0
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$11.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
176
Parkside Financial Bank & Trust
Missouri
$25K -$599 -24 -2%
SFS
177
Sowell Financial Services
Arkansas
$24K +$51 +2 +0.2%
SPIA
178
Steward Partners Investment Advisory
New York
$23K – – –
CA
179
Clearstead Advisors
Ohio
$16K – – –
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
PHK
181
Point72 Hong Kong
Hong Kong
$13K +$13K +489 New
ME
182
McIlrath & Eck
Washington
$12K – – –
QT
183
Quantbot Technologies
New York
$12K +$3.26K +130 +37%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$10K – – –
SO
185
STRS Ohio
Ohio
$10K +$10K +400 New
TPCW
186
TD Private Client Wealth
New York
$9.94K – – –
VCG
187
Vantage Consulting Group
Virginia
$8K +$8K +311 New
MAM
188
Meeder Asset Management
Ohio
$6K +$4.99K +207 +493%
MCM
189
Manchester Capital Management
Vermont
$6K +$6K +237 New
VBCG
190
Valley Brook Capital Group
Pennsylvania
$5K +$5K +212 New
LWM
191
Liberty Wealth Management
California
$5K +$5K +220 New
AIG
192
American International Group
New York
$4.63K -$83 -3,215 -2%
GAM
193
Gemmer Asset Management
California
$4K +$412 +14 +11%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +145 New
IA
195
IFP Advisors
Florida
$3K – – –
CTC
196
Central Trust Company
Missouri
$2K -$16.1K -707 -89%
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
VCM
198
Versant Capital Management
Arizona
$2K +$565 +24 +39%
ACM
199
AUA Capital Management
Pennsylvania
$2K +$1.15K +51 +134%
SL
200
Savior LLC
Massachusetts
$1K – – –
6 7
8
9 10