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WaFd
WAFD

Overview Fund Activity

212 hedge funds and large institutions have $1.81B invested in WaFd in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
63
Reduced
85
Closed
26
Calls
$1.74M
Puts
$309K
Net Calls
+$1.44M
Net Calls Change
+$826K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$39.1M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$93.2M
3
Ameriprise
Ameriprise
Minnesota
$46.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$9.27M
5
State Street
State Street
Massachusetts
$111M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.92M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
BlackRock
BlackRock
New York
$308M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$1.38K -$16.5K -500 -92%
HGERS
202
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
PS
203
Principal Securities
Iowa
$824 +$824 +25 New
S
204
SignatureFD
Georgia
$725 – – –
JWA
205
JFS Wealth Advisors
Pennsylvania
$660 -$1.62K -49 -71%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$461 -$4.78K -145 -91%
SIC
207
SJS Investment Consulting
Ohio
$363 -$132 -4 -27%
DPW
208
DiNuzzo Private Wealth
Pennsylvania
$363 +$363 +11 New
PFBT
209
Parkside Financial Bank & Trust
Missouri
$264 +$132 +4 +100%
TWP
210
TFO Wealth Partners
Ohio
$165 – – –
FFA
211
Farther Finance Advisors
California
$165 +$165 +5 New
Arrowstreet Capital
212
Arrowstreet Capital
Massachusetts
– -$8.66M -338,058 Closed
Robeco Institutional Asset Management
213
Robeco Institutional Asset Management
Netherlands
– -$7.26M -283,373 Closed
TC
214
TwinBeech Capital
New York
– -$3.04M -118,581 Closed
Renaissance Technologies
215
Renaissance Technologies
New York
– -$2.27M -88,776 Closed
OAM
216
Oberweis Asset Management
Illinois
– -$2.04M -79,700 Closed
Squarepoint
217
Squarepoint
New York
– -$1.67M -65,229 Closed
Jacobs Levy Equity Management
218
Jacobs Levy Equity Management
New Jersey
– -$975K -38,066 Closed
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
– -$715K -27,890 Closed
Voloridge Investment Management
220
Voloridge Investment Management
Florida
– -$697K -27,198 Closed
CCM
221
Coldstream Capital Management
Washington
– -$629K -24,534 Closed
EGM
222
Engineers Gate Manager
New York
– -$533K -20,807 Closed
WCM
223
Wedge Capital Management
North Carolina
– -$508K -19,809 Closed
SRC
224
Samson Rock Capital
United Kingdom
– -$485K -18,938 Closed
FWCM
225
Ferguson Wellman Capital Management
Oregon
– -$366K -14,288 Closed
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