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210 hedge funds and large institutions have $1.8B invested in WaFd in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more call options, than puts

Call options by funds: $445K | Put options by funds: $98K

1% more ownership

Funds ownership: 77.48%78.47% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$5.17M)

4% less funds holding

Funds holding: 219210 (-9)

36% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 95

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
210
Holders Change
-9
Holders Change %
-4.11%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
61
Reduced
95
Closed
25
Calls
$445K
Puts
$98K
Net Calls
+$347K
Net Calls Change
-$527K
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
176
Eaton Vance Management
Massachusetts
$41K +$13.4K +412 +47%
SPIA
177
Steward Partners Investment Advisory
New York
$29K
MAM
178
Meeder Asset Management
Ohio
$24K +$33 +1 +0.1%
SFP
179
Sterling Financial Planning
New Jersey
$22K -$20K -614 -47%
ME
180
McIlrath & Eck
Washington
$19K +$4.11K +126 +26%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$17K
TCWA
182
Ten Capital Wealth Advisors
Washington
$15K +$15.8K +486 New
AWA
183
Arkadios Wealth Advisors
Georgia
$14K +$98 +3 +0.6%
TPCW
184
TD Private Client Wealth
New York
$12.3K
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$12K
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$10K +$8.31K +255 +510%
AFS
187
Annapolis Financial Services
Maryland
$9K +$9.68K +297 New
MCM
188
Manchester Capital Management
Vermont
$7K -$196 -6 -3%
LWM
189
Liberty Wealth Management
California
$7K
AIG
190
American International Group
New York
$5.34K -$306K -9,380 -5%
TWA
191
TCI Wealth Advisors
Arizona
$5K +$945 +29 +22%
GAM
192
Gemmer Asset Management
California
$4K
IA
193
IFP Advisors
Florida
$4K
VCM
194
Versant Capital Management
Arizona
$3K
ACM
195
AUA Capital Management
Pennsylvania
$3K +$489 +15 +17%
CWP
196
Concord Wealth Partners
Virginia
$2K
EI
197
Ellevest Inc
New York
$2K
EFSCE
198
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
SL
199
Savior LLC
Massachusetts
$2K
DFCM
200
Dark Forest Capital Management
Puerto Rico
$2K +$2.18K +67 New

WAFD Hedge Fund Activity: Q2 2021 in Review

210 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2021, worth a combined $1.8B — down 0.29% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WAFD and 16 opened new positions — a net loss of 9 holders — while 95 trimmed existing stakes and 61 added.

The largest buyer was Deutsche Bank, adding an estimated $24.9M. The largest seller was Janus Henderson Group, cutting an estimated $60.8M.

  • 210 institutional investors held WaFd (WAFD) as of Q2 2021, down from 219 in Q1 2021.
  • Funds reported $1.8B of WaFd stock for Q2 2021, down 0.29% quarter-over-quarter.
  • 16 funds opened new WaFd positions in Q2 2021 and 25 closed out, a net change of -9 holders.
  • The largest WaFd buyer in Q2 2021 was Deutsche Bank, an estimated $24.9M added.
  • The largest WaFd seller in Q2 2021 was Janus Henderson Group, an estimated $60.8M sold.

Based on aggregated 13F filings for Q2 2021.