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253 hedge funds and large institutions have $1.63B invested in WaFd in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

794% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $191K

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

12% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 82

8% more funds holding

Funds holding: 234253 (+19)

1.06% more ownership

Funds ownership: 81.39%82.45% (+1.1%)

2% more capital invested

Capital invested by funds: $1.59B → $1.63B (+$33.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
92
Reduced
82
Closed
19
Calls
$1.71M
Puts
$191K
Net Calls
+$1.52M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
201
Dimensional Fund Advisors
Texas
$180K +$3.72M +106,400 +2%
SOW
202
State of Wyoming
Wyoming
$171K +$16.9K +484 +11%
Lazard Asset Management
203
Lazard Asset Management
New York
$154K +$29.1K +831 +22%
ECM
204
EMC Capital Management
Texas
$140K +$146K +4,184 New
BC
205
Bartlett & Co
Ohio
$134K
BCWM
206
Bartlett & Co Wealth Management
Ohio
$134K
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$133K
MS
208
Marshall & Sullivan
Washington
$130K +$135K +3,873 New
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$92K +$2.76K +79 +3%
KBC Group
210
KBC Group
Belgium
$85K -$8.04K -230 -8%
Allspring Global Investments
211
Allspring Global Investments
North Carolina
$79.3K -$1.82K -52 -2%
QCG
212
Quadrant Capital Group
Ohio
$76.7K +$5.21K +149 +7%
US Bancorp
213
US Bancorp
Minnesota
$75.9K +$5.49K +157 +7%
VFA
214
Virtus Fund Advisers
Connecticut
$74.1K +$77.3K +2,210 New
TPCW
215
TD Private Client Wealth
New York
$72.1K
TRCT
216
Tower Research Capital (TRC)
New York
$70K -$265K -7,571 -78%
BAM
217
Bellevue Asset Management
Washington
$58.4K
BTI
218
Blue Trust Inc
Georgia
$48K +$31.2K +891 +124%
HI
219
Harbour Investments
Wisconsin
$45.4K
TFA
220
Toth Financial Advisory
Virginia
$40.3K
C
221
Covestor
United Kingdom
$33K +$34.4K +984 +10,933%
SPIA
222
Steward Partners Investment Advisory
New York
$30.4K
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$27.6K
IA
224
IFP Advisors
Florida
$24K +$17.7K +506 +395%
Nomura Asset Management
225
Nomura Asset Management
Japan
$22.5K

WAFD Hedge Fund Activity: Q4 2022 in Review

253 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2022, worth a combined $1.63B — up 2.1% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WAFD positions and 19 closed out — a net gain of 21 holders — while 92 added to existing stakes and 82 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $44M. The largest seller was Verition Fund Management, cutting an estimated $11.1M.

  • 253 institutional investors held WaFd (WAFD) as of Q4 2022, up from 234 in Q3 2022.
  • Funds reported $1.63B of WaFd stock for Q4 2022, up 2.1% quarter-over-quarter.
  • 40 funds opened new WaFd positions in Q4 2022 and 19 closed out, a net change of +21 holders.
  • The largest WaFd buyer in Q4 2022 was Artisan Partners, an estimated $44M added.
  • The largest WaFd seller in Q4 2022 was Verition Fund Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2022.