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WaFd
WAFD

Overview Fund Activity

213 hedge funds and large institutions have $1.39B invested in WaFd in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 97 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-4
Holders Change %
-1.84%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
64
Reduced
97
Closed
19
Calls
$1.24M
Puts
$635K
Net Calls
+$609K
Net Calls Change
+$590K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$56.4M
2
PAM
2
Panagora Asset Management
Massachusetts
$3.73M
3
TC
3
TwinBeech Capital
New York
$3.04M
4
HF
4
HRT Financial
New York
$2.41M
5
Millennium Management
5
Millennium Management
New York
$3.55M

Top Sellers

1
State Street
1
State Street
Massachusetts
$82.4M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
MWM
3
Moran Wealth Management
Florida
$0
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$7.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
176
Amundi
France
$70.4K – – –
Osaic Holdings
177
Osaic Holdings
Arizona
$57.3K -$58.5K -2,283 -51%
ETC
178
Exchange Traded Concepts
Oklahoma
$55.7K -$398K -15,543 -88%
KBC Group
179
KBC Group
Belgium
$53K -$84.5K -3,303 -61%
SPIA
180
Steward Partners Investment Advisory
New York
$48.8K +$25.6K +1,000 +110%
BAM
181
Bellevue Asset Management
Washington
$44.5K – – –
UFF
182
USA Financial Formulas
Michigan
$42.8K – – –
HT
183
Headlands Technologies
Illinois
$34.7K +$34.7K +1,356 New
HI
184
Harbour Investments
Wisconsin
$34.6K – – –
QCG
185
Quadrant Capital Group
Ohio
$33K – – –
US Bancorp
186
US Bancorp
Minnesota
$28.9K -$7.64K -298 -21%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$21.1K -$10.2K -400 -33%
Nomura Asset Management
188
Nomura Asset Management
Japan
$17.2K – – –
PP
189
Pacifica Partners
Canada
$15.5K +$15.5K +605 New
IA
190
IFP Advisors
Florida
$13.9K – – –
LFG
191
Larson Financial Group
Missouri
$12.8K +$12.8K +500 New
TPCW
192
TD Private Client Wealth
New York
$9.58K – – –
LFA
193
LGT Financial Advisors
Texas
$8.35K +$8.35K +326 New
PTC
194
Private Trust Company
Ohio
$7.56K -$922 -36 -11%
PVH
195
Psagot Value Holdings
Israel
$5K -$2.38K -91 -32%
QC
196
Quent Capital
New York
$4.64K – – –
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$4.07K – – –
ME
198
McIlrath & Eck
Washington
$3.45K +$51 +2 +2%
BTI
199
Blue Trust Inc
Georgia
$3K -$6.19K -196 -67%
GRP
200
Global Retirement Partners
California
$2.69K +$503 +20 +23%
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8
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