We are live on ! Find out more

234 hedge funds and large institutions have $1.59B invested in WaFd in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 234234 (0)

0.54% less ownership

Funds ownership: 81.92%81.39% (-0.54%)

2% less capital invested

Capital invested by funds: $1.62B → $1.59B (-$29.5M)

23% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 91

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
70
Reduced
91
Closed
24
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
+$528K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
176
MidWestOne Financial Group
Iowa
$264K
LA
177
Lakeside Advisors
Washington
$252K +$227 +7 +0.1%
M&T Bank
178
M&T Bank
New York
$251K -$37.8K -1,167 -12%
Neuberger Berman Group
179
Neuberger Berman Group
New York
$237K
IAMOG
180
Investors Asset Management of Georgia
Georgia
$236K +$78.1K +2,409 +44%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$226K
Osaic Holdings
182
Osaic Holdings
Arizona
$220K -$22.9K -707 -9%
PHK
183
Point72 Hong Kong
Hong Kong
$215K +$233K +7,184 New
Franklin Resources
184
Franklin Resources
California
$203K +$220K +6,788 New
Truist Financial
185
Truist Financial
North Carolina
$201K -$24K -742 -10%
SAM
186
Securian Asset Management
Minnesota
$178K
SOW
187
State of Wyoming
Wyoming
$138K +$53.3K +1,644 +56%
BC
188
Bartlett & Co
Ohio
$120K
BCWM
189
Bartlett & Co Wealth Management
Ohio
$120K
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
$119K
Lazard Asset Management
191
Lazard Asset Management
New York
$113K -$18.3M -563,133 -99%
KBC Group
192
KBC Group
Belgium
$83K
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$81K +$3.27K +101 +4%
Allspring Global Investments
194
Allspring Global Investments
North Carolina
$72K +$33.3K +1,026 +74%
TPCW
195
TD Private Client Wealth
New York
$64.4K
QCG
196
Quadrant Capital Group
Ohio
$64K +$4.76K +147 +7%
US Bancorp
197
US Bancorp
Minnesota
$63K +$9.4K +290 +16%
BAM
198
Bellevue Asset Management
Washington
$53K
Macquarie Group
199
Macquarie Group
Australia
$46K -$23.3K -718 -47%
MAM
200
Meeder Asset Management
Ohio
$45K +$9.3K +287 +23%

WAFD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2022, worth a combined $1.59B — down 1.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 24 closed out — a net gain of 2 holders — while 70 added to existing stakes and 91 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $18.9M. The largest seller was Lazard Asset Management, cutting an estimated $18.3M.

  • 234 institutional investors held WaFd (WAFD) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $1.59B of WaFd stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q3 2022 and 24 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q3 2022 was LSV Asset Management, an estimated $18.9M added.
  • The largest WaFd seller in Q3 2022 was Lazard Asset Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2022.