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219 hedge funds and large institutions have $1.81B invested in WaFd in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more call options, than puts

Call options by funds: $966K | Put options by funds: $92K

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $1.59B → $1.81B (+$213M)

5% more funds holding

Funds holding: 208219 (+11)

4.18% less ownership

Funds ownership: 81.66%77.48% (-4.2%)

12% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 77

Holders
219
Holders Change
+11
Holders Change %
+5.29%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
68
Reduced
77
Closed
22
Calls
$966K
Puts
$92K
Net Calls
+$874K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gemmer Asset Management
California
$4K
IA
202
IFP Advisors
Florida
$4K
TWA
203
TCI Wealth Advisors
Arizona
$4K +$2.69K +90 +205%
ACM
204
AUA Capital Management
Pennsylvania
$3K
VCM
205
Versant Capital Management
Arizona
$3K
PMFA
206
Plante Moran Financial Advisors
Michigan
$3K +$2.69K +90 New
APA
207
American Portfolios Advisors
New York
$2.46K +$2.39K +80 New
PFBT
208
Parkside Financial Bank & Trust
Missouri
$2K -$28.3K -947 -95%
EFSCE
209
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$2K
SL
211
Savior LLC
Massachusetts
$2K
EI
212
Ellevest Inc
New York
$2K +$538 +18 +56%
CWP
213
Concord Wealth Partners
Virginia
$2K +$1.73K +58 New
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$1K
CAM
215
ClariVest Asset Management
California
$1K
PWMG
216
Prestige Wealth Management Group
New Jersey
$1K
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$1K +$807 +27 New
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$102 -$457K -15,300 -82%
WHG
219
Westwood Holdings Group
Texas
-$20.3M -787,494 Closed
Boston Partners
220
Boston Partners
Massachusetts
-$13.8M -534,287 Closed
Robeco Institutional Asset Management
221
Robeco Institutional Asset Management
Netherlands
-$6.16M -239,275 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
222
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.63M -102,100 Closed
Voloridge Investment Management
223
Voloridge Investment Management
Florida
-$2.43M -94,435 Closed
Marshall Wace
224
Marshall Wace
United Kingdom
-$1.29M -50,252 Closed
MSA
225
Mason Street Advisors
Wisconsin
-$1.04M -40,491 Closed

WAFD Hedge Fund Activity: Q1 2021 in Review

219 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2021, worth a combined $1.81B — up 13% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 22 closed out — a net gain of 12 holders — while 68 added to existing stakes and 77 trimmed.

The largest buyer was Millennium Management, adding an estimated $40.2M. The largest seller was Janus Henderson Group, cutting an estimated $38.4M.

  • 219 institutional investors held WaFd (WAFD) as of Q1 2021, up from 208 in Q4 2020.
  • Funds reported $1.81B of WaFd stock for Q1 2021, up 13% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q1 2021 and 22 closed out, a net change of +12 holders.
  • The largest WaFd buyer in Q1 2021 was Millennium Management, an estimated $40.2M added.
  • The largest WaFd seller in Q1 2021 was Janus Henderson Group, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2021.