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WaFd
WAFD

Overview Fund Activity

228 hedge funds and large institutions have $1.65B invested in WaFd in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
96
Reduced
60
Closed
19
Calls
$1.14M
Puts
$473K
Net Calls
+$667K
Net Calls Change
-$768K

Top Buyers

1
BlackRock
1
BlackRock
New York
$304M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$164M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$18.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$90M
5
DIA
5
Davidson Investment Advisors
Montana
$7.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.8M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$36.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$274K
4
Goldman Sachs
4
Goldman Sachs
New York
$6.71M
5
PAM
5
Panagora Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
176
KBC Group
Belgium
$60K – – –
C
177
Covestor
United Kingdom
$59K -$145K -4,999 -71%
OPTFSNA
178
Old Point Trust & Financial Services N A
Virginia
$58.6K – – –
SPIA
179
Steward Partners Investment Advisory
New York
$55.3K -$6.3K -217 -10%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.4K +$2.9K +100 +6%
TPCW
181
TD Private Client Wealth
New York
$53K +$42.1K +1,451 +388%
US Bancorp
182
US Bancorp
Minnesota
$51.6K +$18.9K +650 +58%
BAM
183
Bellevue Asset Management
Washington
$50.4K – – –
PA
184
Parallel Advisors
California
$48.7K +$48.7K +1,676 New
HI
185
Harbour Investments
Wisconsin
$39.2K – – –
QCG
186
Quadrant Capital Group
Ohio
$33.2K -$6.07K -209 -15%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$23.9K – – –
Nomura Asset Management
188
Nomura Asset Management
Japan
$19.5K – – –
ME
189
McIlrath & Eck
Washington
$18K +$14.1K +485 +357%
RA
190
Rise Advisors
New York
$16.8K +$16.8K +578 New
QL
191
Quarry LP
New York
$15.9K +$15.9K +549 New
LFG
192
Larson Financial Group
Missouri
$14.5K – – –
BTI
193
Blue Trust Inc
Georgia
$11.9K +$3.92K +135 +49%
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$10.9K +$10.9K +380 New
PTC
195
Private Trust Company
Ohio
$8.77K – – –
GI
196
GAMMA Investing
California
$7.32K +$1.92K +66 +35%
NA
197
NewEdge Advisors
Louisiana
$7.1K -$7.13K -246 -50%
CAL
198
Capital Advisors Ltd
Ohio
$7K +$7K +247 New
HT
199
Headlands Technologies
Illinois
$6.36K +$6.36K +219 New
SSG
200
Summit Securities Group
New York
$6K +$6K +215 New
6 7
8
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