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219 hedge funds and large institutions have $1.81B invested in WaFd in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more call options, than puts

Call options by funds: $966K | Put options by funds: $92K

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $1.59B → $1.81B (+$213M)

5% more funds holding

Funds holding: 208219 (+11)

4.18% less ownership

Funds ownership: 81.66%77.48% (-4.2%)

12% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 77

Holders
219
Holders Change
+11
Holders Change %
+5.29%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
68
Reduced
77
Closed
22
Calls
$966K
Puts
$92K
Net Calls
+$874K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
176
Maverick Capital
Texas
$122K +$118K +3,955 New
US Bancorp
177
US Bancorp
Minnesota
$117K -$94.5K -3,160 -45%
Macquarie Group
178
Macquarie Group
Australia
$87K -$29.5K -987 -26%
SO
179
STRS Ohio
Ohio
$73K +$59.8K +2,000 +500%
GRP
180
Global Retirement Partners
California
$55K +$22.4K +748 +71%
BAM
181
Bellevue Asset Management
Washington
$54K -$30K -1,005 -37%
SFP
182
Sterling Financial Planning
New Jersey
$40K
Toronto Dominion Bank
183
Toronto Dominion Bank
Ontario, Canada
$38K -$12.9K -432 -26%
SFS
184
Sowell Financial Services
Arkansas
$31K
SPIA
185
Steward Partners Investment Advisory
New York
$27.9K
EVM
186
Eaton Vance Management
Massachusetts
$27K +$26.4K +883 New
MAM
187
Meeder Asset Management
Ohio
$23K +$14.6K +490 +197%
FC
188
FORA Capital
Florida
$21K +$20K +669 New
CA
189
Clearstead Advisors
Ohio
$20K
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$16K
PHK
191
Point72 Hong Kong
Hong Kong
$16K +$1.38K +46 +9%
ME
192
McIlrath & Eck
Washington
$15K
AWA
193
Arkadios Wealth Advisors
Georgia
$14K +$14K +468 New
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$12K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$12K +$7K +234 +161%
TPCW
196
TD Private Client Wealth
New York
$11.9K
MCM
197
Manchester Capital Management
Vermont
$7K -$538 -18 -8%
VBCG
198
Valley Brook Capital Group
Pennsylvania
$6K
AIG
199
American International Group
New York
$5.47K -$64.8K -2,168 -1%
LWM
200
Liberty Wealth Management
California
$5K

WAFD Hedge Fund Activity: Q1 2021 in Review

219 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2021, worth a combined $1.81B — up 13% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 22 closed out — a net gain of 12 holders — while 68 added to existing stakes and 77 trimmed.

The largest buyer was Millennium Management, adding an estimated $40.2M. The largest seller was Janus Henderson Group, cutting an estimated $38.4M.

  • 219 institutional investors held WaFd (WAFD) as of Q1 2021, up from 208 in Q4 2020.
  • Funds reported $1.81B of WaFd stock for Q1 2021, up 13% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q1 2021 and 22 closed out, a net change of +12 holders.
  • The largest WaFd buyer in Q1 2021 was Millennium Management, an estimated $40.2M added.
  • The largest WaFd seller in Q1 2021 was Janus Henderson Group, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2021.