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WaFd
WAFD

Overview Fund Activity

212 hedge funds and large institutions have $1.81B invested in WaFd in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
63
Reduced
85
Closed
26
Calls
$1.74M
Puts
$309K
Net Calls
+$1.44M
Net Calls Change
+$826K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$39.1M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$93.2M
3
Ameriprise
Ameriprise
Minnesota
$46.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$9.27M
5
State Street
State Street
Massachusetts
$111M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.92M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
BlackRock
BlackRock
New York
$308M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$57.3K -$537K -16,297 -90%
BAM
177
Bellevue Asset Management
Washington
$57.2K – – –
QCG
178
Quadrant Capital Group
Ohio
$44.6K +$2.14K +65 +5%
HI
179
Harbour Investments
Wisconsin
$44.6K – – –
US Bancorp
180
US Bancorp
Minnesota
$37.2K – – –
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$27.1K – – –
Nomura Asset Management
182
Nomura Asset Management
Japan
$22.1K – – –
PP
183
Pacifica Partners
Canada
$17.6K – – –
LFG
184
Larson Financial Group
Missouri
$16.5K – – –
NA
185
NewEdge Advisors
Louisiana
$16.2K +$16.2K +491 New
TPCW
186
TD Private Client Wealth
New York
$12.3K – – –
Osaic Holdings
187
Osaic Holdings
Arizona
$10.1K -$63.6K -1,928 -86%
PTC
188
Private Trust Company
Ohio
$9.95K +$231 +7 +2%
BTI
189
Blue Trust Inc
Georgia
$7K +$4.57K +179 +188%
QC
190
Quent Capital
New York
$5.97K – – –
GI
191
GAMMA Investing
California
$5.4K +$5.4K +186 New
ME
192
McIlrath & Eck
Washington
$4.48K +$33 +1 +0.7%
MCM
193
Manchester Capital Management
Vermont
$3.33K – – –
GRP
194
Global Retirement Partners
California
$3.24K – – –
Bessemer Group
195
Bessemer Group
New Jersey
$3K +$3K +96 New
Allspring Global Investments
196
Allspring Global Investments
North Carolina
$2.97K -$111K -3,367 -97%
VCM
197
Versant Capital Management
Arizona
$1.68K -$461 -14 -22%
Russell Investments Group
198
Russell Investments Group
United Kingdom
$1.55K +$494 +15 +47%
PWMG
199
Prestige Wealth Management Group
New Jersey
$1.52K – – –
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$1.48K -$165 -5 -10%
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8
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