WaFd
WAFD
241 hedge funds and large institutions have $1.76B invested in WaFd in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 25 closing their positions.
60% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 25
6% more funds holding
Funds holding: 227 → 241 (+14)
2.05% more ownership
Funds ownership: 79.1% → 81.14% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less capital invested
Capital invested by funds: $1.84B → $1.76B (-$80.6M)
28% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$8.09M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$6.96M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
+$5.75M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$4.44M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$3.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$13.8M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$13.3M |
| 4 |
BlackRock
New York
|
-$13M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$10M |
WAFD Hedge Fund Activity: Q4 2021 in Review
241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2021, worth a combined $1.76B — down 4.4% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WAFD positions and 25 closed out — a net gain of 15 holders — while 67 added to existing stakes and 93 trimmed.
The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $8.09M. The largest seller was Morgan Stanley, cutting an estimated $14M.
- 241 institutional investors held WaFd (WAFD) as of Q4 2021, up from 227 in Q3 2021.
- Funds reported $1.76B of WaFd stock for Q4 2021, down 4.4% quarter-over-quarter.
- 40 funds opened new WaFd positions in Q4 2021 and 25 closed out, a net change of +15 holders.
- The largest WaFd buyer in Q4 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $8.09M added.
- The largest WaFd seller in Q4 2021 was Morgan Stanley, an estimated $14M sold.
Based on aggregated 13F filings for Q4 2021.