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WaFd
WAFD

Overview Fund Activity

213 hedge funds and large institutions have $1.39B invested in WaFd in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 97 reducing their positions, and 19 closing their positions.

Holders
213
Holders Change
-4
Holders Change %
-1.84%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
64
Reduced
97
Closed
19
Calls
$1.24M
Puts
$635K
Net Calls
+$609K
Net Calls Change
+$590K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$56.4M
2
PAM
2
Panagora Asset Management
Massachusetts
$3.73M
3
TC
3
TwinBeech Capital
New York
$3.04M
4
HF
4
HRT Financial
New York
$2.41M
5
Millennium Management
5
Millennium Management
New York
$3.55M

Top Sellers

1
State Street
1
State Street
Massachusetts
$82.4M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
MWM
3
Moran Wealth Management
Florida
$0
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$7.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
201
Manchester Capital Management
Vermont
$2.59K – – –
JWA
202
JFS Wealth Advisors
Pennsylvania
$1.77K +$384 +15 +28%
VCM
203
Versant Capital Management
Arizona
$1.67K – – –
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$1.28K +$154 +6 +14%
PWMG
205
Prestige Wealth Management Group
New Jersey
$1.18K – – –
SFG
206
Steward Financial Group
Texas
$1K +$1K +60 New
HGERS
207
Householder Group Estate & Retirement Specialist
Arizona
$954 +$954 +37 New
Russell Investments Group
208
Russell Investments Group
United Kingdom
$820 -$1.23K -48 -60%
S
209
SignatureFD
Georgia
$564 – – –
SIC
210
SJS Investment Consulting
Ohio
$385 – – –
TWP
211
TFO Wealth Partners
Ohio
$133 – – –
PFBT
212
Parkside Financial Bank & Trust
Missouri
$103 -$258 -10 -71%
HSBC Holdings
213
HSBC Holdings
United Kingdom
– -$9.29M -348,492 Closed
MWM
214
Moran Wealth Management
Florida
– -$7.35M -277,225 Closed
Man Group
215
Man Group
United Kingdom
– -$794K -29,932 Closed
CC
216
Cipher Capital
New York
– -$734K -27,672 Closed
BCM
217
Bayesian Capital Management
New York
– -$485K -18,305 Closed
TSS
218
Two Sigma Securities
New York
– -$405K -15,289 Closed
State of Wisconsin Investment Board
219
State of Wisconsin Investment Board
Wisconsin
– -$239K -9,001 Closed
AIM
220
Aigen Investment Management
New York
– -$235K -8,847 Closed
PA
221
Profund Advisors
Maryland
– -$201K -7,586 Closed
HighTower Advisors
222
HighTower Advisors
Illinois
– -$201K -7,482 Closed
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
– -$214K -7,191 Closed
OPTFSNA
224
Old Point Trust & Financial Services N A
Virginia
– -$53.6K -2,020 Closed
TFA
225
Toth Financial Advisory
Virginia
– -$31.8K -1,200 Closed
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