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WaFd
WAFD

Overview Fund Activity

217 hedge funds and large institutions have $1.5B invested in WaFd in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 100 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-28
Holders Change %
-11.43%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
53
Reduced
100
Closed
51
Calls
$329K
Puts
$310K
Net Calls
+$19K
Net Calls Change
+$64K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$51.2M
2
State Street
2
State Street
Massachusetts
$104M
3
FWC
3
First Washington Corp
Washington
$7.24M
4
EF
4
Empowered Funds
Pennsylvania
$3.93M
5
Invesco
5
Invesco
Georgia
$10.4M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$201K
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$9.29M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$747K
4
Goldman Sachs
4
Goldman Sachs
New York
$28.9M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$92.8K – – –
Amundi
177
Amundi
France
$75.9K – – –
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$74.5K +$928 +35 +1%
OPTFSNA
179
Old Point Trust & Financial Services N A
Virginia
$53.6K +$53.6K +2,020 New
BAM
180
Bellevue Asset Management
Washington
$46K – – –
UFF
181
USA Financial Formulas
Michigan
$44.3K -$2.47K -93 -5%
US Bancorp
182
US Bancorp
Minnesota
$37.8K -$16.3K -615 -30%
HI
183
Harbour Investments
Wisconsin
$35.9K – – –
QCG
184
Quadrant Capital Group
Ohio
$34.2K +$2.84K +107 +9%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$32.4K +$10.6K +400 +49%
TFA
186
Toth Financial Advisory
Virginia
$31.8K – – –
SPIA
187
Steward Partners Investment Advisory
New York
$24K – – –
Nomura Asset Management
188
Nomura Asset Management
Japan
$17.8K – – –
SSG
189
Summit Securities Group
New York
$15K +$15K +1,000 New
IA
190
IFP Advisors
Florida
$14.4K -$11.9K -450 -45%
ACM
191
Aquatic Capital Management
Illinois
$11K +$11K +400 New
TPCW
192
TD Private Client Wealth
New York
$9.92K -$37.3K -1,406 -79%
BTI
193
Blue Trust Inc
Georgia
$9K -$57.6K -1,863 -86%
PTC
194
Private Trust Company
Ohio
$8.78K -$398 -15 -4%
PVH
195
Psagot Value Holdings
Israel
$8K +$5.14K +181 +179%
WP
196
WealthPLAN Partners
Nebraska
$5.33K – – –
QC
197
Quent Capital
New York
$4.8K – – –
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$4.22K +$3.61K +136 +591%
Bessemer Group
199
Bessemer Group
New Jersey
$4K +$1.22K +52 +44%
KFI
200
Key Financial Inc
Pennsylvania
$3.9K +$3.9K +147 New
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8
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