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WaFd
WAFD

241 hedge funds and large institutions have $1.76B invested in WaFd in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

6% more funds holding

Funds holding: 227 → 241 (+14)

2.05% more ownership

Funds ownership: 79.1% → 81.14% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $1.84B → $1.76B (-$80.6M)

28% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 93

Holders
241
Holders Change
+14
Holders Change %
+6.17%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
67
Reduced
93
Closed
25
Calls
$467K
Puts
–
Net Calls
+$467K
Net Calls Change
-$163K

Top Buyers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$8.09M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.96M
3
ECM
ExodusPoint Capital Management
New York
+$5.75M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.44M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$13.3M
4
BlackRock
BlackRock
New York
-$13M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
201
Bellevue Asset Management
Washington
$58K – – –
Macquarie Group
202
Macquarie Group
Australia
$51K – – –
ACM
203
Aquatic Capital Management
Illinois
$47K +$48.3K +1,400 New
HI
204
Harbour Investments
Wisconsin
$45K – – –
Group One Trading
205
Group One Trading
Illinois
$33K +$34.5K +1,000 New
SPIA
206
Steward Partners Investment Advisory
New York
$30K – – –
ME
207
McIlrath & Eck
Washington
$20K +$34 +1 +0.2%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$18K – – –
TCWA
209
Ten Capital Wealth Advisors
Washington
$16K – – –
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$15K +$1.69K +49 +12%
PA
211
Parallel Advisors
California
$15K +$5.21K +151 +49%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$13K – – –
TPCW
213
TD Private Client Wealth
New York
$12.5K -$414 -12 -3%
TWA
214
TCI Wealth Advisors
Arizona
$11K – – –
Fidelity Investments
215
Fidelity Investments
Massachusetts
$8K -$7.91M -229,251 -100%
MCM
216
Manchester Capital Management
Vermont
$7K -$690 -20 -9%
FPS
217
Fieldpoint Private Securities
Connecticut
$7K +$7.07K +205 New
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.55K +219 New
QC
219
Quent Capital
New York
$6K +$6.24K +181 New
GAM
220
Gemmer Asset Management
California
$5K – – –
IA
221
IFP Advisors
Florida
$4K – – –
Manulife (Manufacturers Life Insurance)
222
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.47K -$183K -5,294 -5%
ACM
223
AUA Capital Management
Pennsylvania
$3K – – –
VCM
224
Versant Capital Management
Arizona
$3K – – –
SSB
225
Sandy Spring Bank
Maryland
$3K +$3.24K +94 New
7 8
9
10 11

WAFD Hedge Fund Activity: Q4 2021 in Review

241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2021, worth a combined $1.76B — down 4.4% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WAFD positions and 25 closed out — a net gain of 15 holders — while 67 added to existing stakes and 93 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $8.09M. The largest seller was Morgan Stanley, cutting an estimated $14M.

  • 241 institutional investors held WaFd (WAFD) as of Q4 2021, up from 227 in Q3 2021.
  • Funds reported $1.76B of WaFd stock for Q4 2021, down 4.4% quarter-over-quarter.
  • 40 funds opened new WaFd positions in Q4 2021 and 25 closed out, a net change of +15 holders.
  • The largest WaFd buyer in Q4 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $8.09M added.
  • The largest WaFd seller in Q4 2021 was Morgan Stanley, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2021.