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WaFd
WAFD

Overview Fund Activity

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
Holders
219
Holders Change
+11
Holders Change %
+5.29%
% of All Funds
3.86%
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

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$55.2M
2
BlackRock
2
BlackRock
New York
$304M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$13.3M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$33.8M
5
State Street
5
State Street
Massachusetts
$90.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$89.5M
2
Brown Advisory
2
Brown Advisory
Maryland
$763K
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.52M
4
Victory Capital Management
4
Victory Capital Management
Texas
$3.4M
5
WHG
5
Westwood Holdings Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
201
Gemmer Asset Management
California
$4K – – –
IA
202
IFP Advisors
Florida
$4K – – –
TWA
203
TCI Wealth Advisors
Arizona
$4K +$2.69K +90 +205%
VCM
204
Versant Capital Management
Arizona
$3K – – –
ACM
205
AUA Capital Management
Pennsylvania
$3K – – –
PMFA
206
Plante Moran Financial Advisors
Michigan
$3K +$3K +90 New
APA
207
American Portfolios Advisors
New York
$2.46K +$2.46K +80 New
PFBT
208
Parkside Financial Bank & Trust
Missouri
$2K -$35.1K -947 -95%
EFSCE
209
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
SL
210
Savior LLC
Massachusetts
$2K – – –
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$2K – – –
EI
212
Ellevest Inc
New York
$2K +$720 +18 +56%
CWP
213
Concord Wealth Partners
Virginia
$2K +$2K +58 New
CAM
214
ClariVest Asset Management
California
$1K – – –
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
PWMG
216
Prestige Wealth Management Group
New Jersey
$1K – – –
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +27 New
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$102 -$473 -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
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