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WaFd
WAFD

Overview Fund Activity

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
Holders
210
Holders Change
-9
Holders Change %
-4.11%
% of All Funds
3.67%
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

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$26M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$30.4M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$53.5M
4
Citadel Advisors
Citadel Advisors
Florida
$13.3M
5
Goldman Sachs
Goldman Sachs
New York
$82.9M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$33M
2
Principal Financial Group
Principal Financial Group
Iowa
$26.2M
3
BlackRock
BlackRock
New York
$299M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$12.8M
5
Millennium Management
Millennium Management
New York
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
176
Eaton Vance Management
Massachusetts
$41K +$13K +412 +47%
SPIA
177
Steward Partners Investment Advisory
New York
$29K – – –
MAM
178
Meeder Asset Management
Ohio
$24K +$32 +1 +0.1%
SFP
179
Sterling Financial Planning
New Jersey
$22K -$19.7K -614 -47%
ME
180
McIlrath & Eck
Washington
$19K +$3.93K +126 +26%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$17K – – –
TCWA
182
Ten Capital Wealth Advisors
Washington
$15K +$15K +486 New
AWA
183
Arkadios Wealth Advisors
Georgia
$14K +$89 +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 +$8.36K +255 +510%
AFS
187
Annapolis Financial Services
Maryland
$9K +$9K +297 New
MCM
188
Manchester Capital Management
Vermont
$7K -$197 -6 -3%
LWM
189
Liberty Wealth Management
California
$7K – – –
AIG
190
American International Group
New York
$5.34K -$298 -9,380 -5%
TWA
191
TCI Wealth Advisors
Arizona
$5K +$890 +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 +$433 +15 +17%
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
CWP
197
Concord Wealth Partners
Virginia
$2K – – –
EI
198
Ellevest Inc
New York
$2K – – –
SL
199
Savior LLC
Massachusetts
$2K – – –
DFCM
200
Dark Forest Capital Management
Puerto Rico
$2K +$2K +67 New
6 7
8
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