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WaFd
WAFD

Overview Fund Activity

227 hedge funds and large institutions have $1.84B invested in WaFd in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+17
Holders Change %
+8.1%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
62
Reduced
90
Closed
11
Calls
$728K
Puts
$98K
Net Calls
+$630K
Net Calls Change
+$283K

Top Buyers

1
Norges Bank
Norges Bank
Norway
$40.7M
2
Morgan Stanley
Morgan Stanley
New York
$25.6M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$15M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$10.6M
5
BCM
Bridgeway Capital Management
Texas
$8.06M

Top Sellers

1
BlackRock
BlackRock
New York
$273M
2
Deutsche Bank
Deutsche Bank
Germany
$1.46M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$13.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$241M
5
State Street
State Street
Massachusetts
$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
201
TD Private Client Wealth
New York
$13.2K – – –
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$13K – – –
PHK
203
Point72 Hong Kong
Hong Kong
$12K +$12K +347 New
TWA
204
TCI Wealth Advisors
Arizona
$11K +$5.63K +171 +105%
AFS
205
Annapolis Financial Services
Maryland
$10K – – –
PA
206
Parallel Advisors
California
$10K +$8.89K +272 +800%
LWM
207
Liberty Wealth Management
California
$8K – – –
MCM
208
Manchester Capital Management
Vermont
$8K +$591 +17 +8%
GAM
209
Gemmer Asset Management
California
$5K – – –
IA
210
IFP Advisors
Florida
$4K – – –
ACM
211
AUA Capital Management
Pennsylvania
$4K – – –
KIG
212
Kowal Investment Group
Wisconsin
$4K +$4K +113 New
VCM
213
Versant Capital Management
Arizona
$3K – – –
CWP
214
Concord Wealth Partners
Virginia
$2K – – –
PWMG
215
Prestige Wealth Management Group
New Jersey
$2K – – –
EI
216
Ellevest Inc
New York
$2K +$246 +7 +14%
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
CAM
218
ClariVest Asset Management
California
$1K – – –
PFBT
219
Parkside Financial Bank & Trust
Missouri
$1K – – –
QCG
220
Quadrant Capital Group
Ohio
$1K +$1K +16 New
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +19 New
S
222
SignatureFD
Georgia
$1K +$579 +22 +138%
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$86 – – –
Tudor Investment Corp
224
Tudor Investment Corp
Connecticut
– -$1.69M -53,011 Closed
APP
225
Alpha Paradigm Partners
Illinois
– -$1.14M -35,736 Closed
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