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234 hedge funds and large institutions have $1.59B invested in WaFd in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 234234 (0)

0.54% less ownership

Funds ownership: 81.92%81.39% (-0.54%)

2% less capital invested

Capital invested by funds: $1.62B → $1.59B (-$29.5M)

23% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 91

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
70
Reduced
91
Closed
24
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
+$528K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$41K
TFA
202
Toth Financial Advisory
Virginia
$36K
SPIA
203
Steward Partners Investment Advisory
New York
$27K
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$25K
BTI
205
Blue Trust Inc
Georgia
$22K +$7K +216 +43%
Nomura Asset Management
206
Nomura Asset Management
Japan
$20.1K
AWM
207
Accel Wealth Management
Iowa
$19K +$65 +2 +0.3%
ME
208
McIlrath & Eck
Washington
$18K +$32 +1 +0.2%
PTC
209
Private Trust Company
Ohio
$13K -$194 -6 -1%
QT
210
Quantbot Technologies
New York
$13K +$14.7K +453 New
TWA
211
TCI Wealth Advisors
Arizona
$9K -$1.26K -39 -12%
IA
212
IFP Advisors
Florida
$8K +$551 +17 +15%
MCM
213
Manchester Capital Management
Vermont
$6K
QC
214
Quent Capital
New York
$5K
PA
215
Parallel Advisors
California
$5K +$4.7K +145 +468%
WFA
216
Wipfli Financial Advisors
Wisconsin
$5K +$5.51K +170 New
ACM
217
AUA Capital Management
Pennsylvania
$3K
GRP
218
Global Retirement Partners
California
$3K
JWA
219
JFS Wealth Advisors
Pennsylvania
$2K -$810 -25 -26%
VCM
220
Versant Capital Management
Arizona
$2K
LC
221
Lindbrook Capital
California
$1K -$13.3K -411 -95%
CAM
222
ClariVest Asset Management
California
$1K
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$1K
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$1K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$1K

WAFD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2022, worth a combined $1.59B — down 1.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 24 closed out — a net gain of 2 holders — while 70 added to existing stakes and 91 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $18.9M. The largest seller was Lazard Asset Management, cutting an estimated $18.3M.

  • 234 institutional investors held WaFd (WAFD) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $1.59B of WaFd stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q3 2022 and 24 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q3 2022 was LSV Asset Management, an estimated $18.9M added.
  • The largest WaFd seller in Q3 2022 was Lazard Asset Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2022.