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WaFd
WAFD

229 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

141% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $473K

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

8% more funds holding

Funds holding: 213 → 229 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $1.81B → $1.65B (-$163M)

16.22% less ownership

Funds ownership: 85.55% → 69.32% (-16%)

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
3.3%
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
BlackRock
New York
+$32.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.3M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$9.48M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.9M
5
DIA
Davidson Investment Advisors
Montana
+$7.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.6M
2
Artisan Partners
Artisan Partners
Wisconsin
-$13.2M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$7.79M
4
Goldman Sachs
Goldman Sachs
New York
-$6.56M
5
PAM
Panagora Asset Management
Massachusetts
-$4.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
176
KBC Group
Belgium
$60K – – –
C
177
Covestor
United Kingdom
$59K -$144K -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 -$6.25K -217 -10%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.4K +$2.88K +100 +6%
TPCW
181
TD Private Client Wealth
New York
$53K +$41.8K +1,451 +388%
US Bancorp
182
US Bancorp
Minnesota
$51.6K +$18.7K +650 +58%
BAM
183
Bellevue Asset Management
Washington
$50.4K – – –
PA
184
Parallel Advisors
California
$48.7K +$48.3K +1,676 New
HI
185
Harbour Investments
Wisconsin
$39.2K – – –
QCG
186
Quadrant Capital Group
Ohio
$33.2K -$6.02K -209 -15%
RF
187
Robinswood Financial
Washington
$28.4K – – –
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$23.9K – – –
Nomura Asset Management
189
Nomura Asset Management
Japan
$19.4K – – –
ME
190
McIlrath & Eck
Washington
$18K +$14K +485 +357%
RA
191
Rise Advisors
New York
$16.8K +$16.7K +578 New
QL
192
Quarry LP
New York
$15.9K +$15.8K +549 New
LFG
193
Larson Financial Group
Missouri
$14.5K – – –
BTI
194
Blue Trust Inc
Georgia
$11.9K +$3.89K +135 +49%
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$10.9K +$10.9K +380 New
PTC
196
Private Trust Company
Ohio
$8.77K – – –
GI
197
GAMMA Investing
California
$7.32K +$1.9K +66 +35%
NA
198
NewEdge Advisors
Louisiana
$7.1K -$7.09K -246 -50%
CAL
199
Capital Advisors Ltd
Ohio
$7K +$7.12K +247 New
HT
200
Headlands Technologies
Illinois
$6.36K +$6.31K +219 New
6 7
8
9 10

WAFD Hedge Fund Activity: Q1 2024 in Review

229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2024, worth a combined $1.65B — down 9% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WAFD positions and 19 closed out — a net gain of 18 holders — while 96 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $32.8M. The largest seller was Morgan Stanley, cutting an estimated $14.6M.

  • 229 institutional investors held WaFd (WAFD) as of Q1 2024, up from 213 in Q4 2023.
  • Funds reported $1.65B of WaFd stock for Q1 2024, down 9% quarter-over-quarter.
  • 37 funds opened new WaFd positions in Q1 2024 and 19 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q1 2024 was BlackRock, an estimated $32.8M added.
  • The largest WaFd seller in Q1 2024 was Morgan Stanley, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2024.