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253 hedge funds and large institutions have $1.63B invested in WaFd in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

794% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $191K

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

12% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 82

8% more funds holding

Funds holding: 234253 (+19)

1.06% more ownership

Funds ownership: 81.39%82.45% (+1.1%)

2% more capital invested

Capital invested by funds: $1.59B → $1.63B (+$33.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
92
Reduced
82
Closed
19
Calls
$1.71M
Puts
$191K
Net Calls
+$1.52M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
176
M&T Bank
New York
$302K +$22.4K +641 +8%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$302K +$310K +8,863 New
RJFSA
178
Raymond James Financial Services Advisors
Florida
$301K -$35.3K -1,009 -10%
MFG
179
MidWestOne Financial Group
Iowa
$295K
HSBC Holdings
180
HSBC Holdings
United Kingdom
$294K -$235K -6,721 -44%
AIM
181
Aigen Investment Management
New York
$291K +$303K +8,666 New
LA
182
Lakeside Advisors
Washington
$274K -$8.5K -243 -3%
State of Wisconsin Investment Board
183
State of Wisconsin Investment Board
Wisconsin
$273K -$141K -4,030 -33%
CC
184
Centiva Capital
New York
$266K +$277K +7,925 New
Neuberger Berman Group
185
Neuberger Berman Group
New York
$266K
IAMOG
186
Investors Asset Management of Georgia
Georgia
$264K +$315 +9 +0.1%
GCM
187
Graham Capital Management
Connecticut
$250K -$433K -12,395 -62%
PAMS
188
Pictet Asset Management (Switzerland)
Switzerland
$249K +$260K +7,432 New
I
189
InceptionR
California
$239K +$249K +7,112 New
Osaic Holdings
190
Osaic Holdings
Arizona
$232K -$13.8K -394 -5%
Sumitomo Mitsui Trust Group
191
Sumitomo Mitsui Trust Group
Japan
$227K -$211K -6,045 -47%
Bank of Nova Scotia
192
Bank of Nova Scotia
Ontario, Canada
$224K +$234K +6,690 New
EMFAT
193
Emerald Mutual Fund Advisers Trust
Pennsylvania
$224K +$233K +6,675 New
PFO
194
Pathstone Family Office
New Jersey
$216K +$225K +6,445 New
MHI
195
Miller Howard Investments
New York
$215K +$224K +6,399 New
MWM
196
Madison Wealth Management
Ohio
$214K +$223K +6,375 New
Jane Street
197
Jane Street
New York
$203K -$656K -18,762 -76%
CNC
198
Canandaigua National Corp
New York
$203K +$212K +6,052 New
NMIMC
199
Northwestern Mutual Investment Management Company
Wisconsin
$203K -$118K -3,389 -36%
SAM
200
Securian Asset Management
Minnesota
$200K

WAFD Hedge Fund Activity: Q4 2022 in Review

253 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2022, worth a combined $1.63B — up 2.1% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WAFD positions and 19 closed out — a net gain of 21 holders — while 92 added to existing stakes and 82 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $44M. The largest seller was Verition Fund Management, cutting an estimated $11.1M.

  • 253 institutional investors held WaFd (WAFD) as of Q4 2022, up from 234 in Q3 2022.
  • Funds reported $1.63B of WaFd stock for Q4 2022, up 2.1% quarter-over-quarter.
  • 40 funds opened new WaFd positions in Q4 2022 and 19 closed out, a net change of +21 holders.
  • The largest WaFd buyer in Q4 2022 was Artisan Partners, an estimated $44M added.
  • The largest WaFd seller in Q4 2022 was Verition Fund Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2022.