WaFd
WAFD
218 hedge funds and large institutions have $1.5B invested in WaFd in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 100 reducing their positions, and 51 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
6% more call options, than puts
Call options by funds: $329K | Put options by funds: $310K
1.58% less ownership
Funds ownership: 87.71% → 86.13% (-1.6%)
11% less funds holding
Funds holding: 245 → 218 (-27)
14% less capital invested
Capital invested by funds: $1.74B → $1.5B (-$242M)
47% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 100
49% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$53.4M |
| 2 |
State Street
Boston,
Massachusetts
|
+$15.7M |
| 3 |
FWC
First Washington Corp
Seattle,
Washington
|
+$7.56M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$4.11M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$17M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$16.6M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$15.3M |
| 4 |
Goldman Sachs
New York
|
-$8.9M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$8.47M |
WAFD Hedge Fund Activity: Q2 2023 in Review
218 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2023, worth a combined $1.5B — down 14% from $1.74B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of WAFD and 26 opened new positions — a net loss of 25 holders — while 100 trimmed existing stakes and 53 added.
The largest buyer was Macquarie Group, opening a new position worth an estimated $53.4M. The largest seller was AQR Capital Management, cutting an estimated $17M.
- 218 institutional investors held WaFd (WAFD) as of Q2 2023, down from 245 in Q1 2023.
- Funds reported $1.5B of WaFd stock for Q2 2023, down 14% quarter-over-quarter.
- 26 funds opened new WaFd positions in Q2 2023 and 51 closed out, a net change of -25 holders.
- The largest WaFd buyer in Q2 2023 was Macquarie Group, an estimated $53.4M added.
- The largest WaFd seller in Q2 2023 was AQR Capital Management, an estimated $17M sold.
Based on aggregated 13F filings for Q2 2023.