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251 hedge funds and large institutions have $1.77B invested in WaFd in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

4% more funds holding

Funds holding: 241251 (+10)

1.72% more ownership

Funds ownership: 81.14%82.86% (+1.7%)

1% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 93

1% more capital invested

Capital invested by funds: $1.76B → $1.77B (+$10.8M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
251
Holders Change
+10
Holders Change %
+4.15%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
94
Reduced
93
Closed
17
Calls
$377K
Puts
Net Calls
+$377K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$123K +$44.2K +1,260 +50%
KBC Group
202
KBC Group
Belgium
$85K -$1.23M -35,109 -93%
PHK
203
Point72 Hong Kong
Hong Kong
$82K +$88.1K +2,513 New
TPCW
204
TD Private Client Wealth
New York
$74.3K +$66.3K +1,890 +505%
Pacer Advisors
205
Pacer Advisors
Pennsylvania
$69K -$171K -4,881 -70%
QCG
206
Quadrant Capital Group
Ohio
$64K
BCWM
207
Bartlett & Co Wealth Management
Ohio
$62.4K +$66.6K +1,900 New
BC
208
Bartlett & Co
Ohio
$62K +$66.6K +1,900 New
US Bancorp
209
US Bancorp
Minnesota
$59K -$49.9K -1,423 -44%
BAM
210
Bellevue Asset Management
Washington
$57K
TFA
211
Toth Financial Advisory
Virginia
$48K +$51.7K +1,475 New
TRCT
212
Tower Research Capital (TRC)
New York
$46K -$99.2K -2,831 -67%
SPIA
213
Steward Partners Investment Advisory
New York
$30K
LC
214
Lindbrook Capital
California
$24K +$25.2K +718 New
Nomura Asset Management
215
Nomura Asset Management
Japan
$22K +$23.5K +670 New
ETC
216
Exchange Traded Concepts
Oklahoma
$21K +$22.8K +649 New
ME
217
McIlrath & Eck
Washington
$20K
AWM
218
Accel Wealth Management
Iowa
$20K +$21K +600 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$18K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$15K
MAM
221
Meeder Asset Management
Ohio
$14K +$15.3K +437 +21,850%
ACM
222
Aquatic Capital Management
Illinois
$13K -$35.1K -1,000 -71%
ZB
223
Zions Bancorporation
Utah
$12K +$12.9K +367 New
TWA
224
TCI Wealth Advisors
Arizona
$11K
FPS
225
Fieldpoint Private Securities
Connecticut
$8K +$1.75K +50 +24%

WAFD Hedge Fund Activity: Q1 2022 in Review

251 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2022, worth a combined $1.77B — up 0.61% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WAFD positions and 17 closed out — a net gain of 11 holders — while 94 added to existing stakes and 93 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $38.3M. The largest seller was Arrowstreet Capital, cutting an estimated $20.2M.

  • 251 institutional investors held WaFd (WAFD) as of Q1 2022, up from 241 in Q4 2021.
  • Funds reported $1.77B of WaFd stock for Q1 2022, up 0.61% quarter-over-quarter.
  • 28 funds opened new WaFd positions in Q1 2022 and 17 closed out, a net change of +11 holders.
  • The largest WaFd buyer in Q1 2022 was William Blair Investment Management, an estimated $38.3M added.
  • The largest WaFd seller in Q1 2022 was Arrowstreet Capital, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2022.