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WaFd
WAFD

Overview Fund Activity

228 hedge funds and large institutions have $1.65B invested in WaFd in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
96
Reduced
60
Closed
19
Calls
$1.14M
Puts
$473K
Net Calls
+$667K
Net Calls Change
-$768K

Top Buyers

1
BlackRock
1
BlackRock
New York
$304M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$164M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$18.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$90M
5
DIA
5
Davidson Investment Advisors
Montana
$7.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.8M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$36.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$274K
4
Goldman Sachs
4
Goldman Sachs
New York
$6.71M
5
PAM
5
Panagora Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
201
Quent Capital
New York
$5.25K – – –
GRP
202
Global Retirement Partners
California
$3.48K +$377 +13 +12%
Bessemer Group
203
Bessemer Group
New Jersey
$3K – – –
MCM
204
Manchester Capital Management
Vermont
$2.93K – – –
CSC
205
Caldwell Sutter Capital
California
$2.41K +$2.41K +83 New
VCM
206
Versant Capital Management
Arizona
$1.48K – – –
A
207
AlphaQuest
New York
$1.39K +$1.39K +48 New
PWMG
208
Prestige Wealth Management Group
New Jersey
$1.34K – – –
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$1.31K – – –
IA
210
IFP Advisors
Florida
$1.22K – – –
JWA
211
JFS Wealth Advisors
Pennsylvania
$1.19K +$610 +21 +105%
HGERS
212
Householder Group Estate & Retirement Specialist
Arizona
$1.1K – – –
UB
213
UMB Bank
Missouri
$1.05K +$1.05K +36 New
AWM
214
Avior Wealth Management
Nebraska
$1.02K +$1.02K +35 New
AW
215
Avion Wealth
Texas
$1K +$1K +19 New
SAM
216
Smartleaf Asset Management
Massachusetts
$894 +$721 +25 +417%
S
217
SignatureFD
Georgia
$639 – – –
Barrow, Hanley, Mewhinney & Strauss
218
Barrow, Hanley, Mewhinney & Strauss
Texas
$610 +$610 +21 New
TWC
219
TD Waterhouse Canada
Ontario, Canada
$500 +$500 +18 New
HNB
220
Huntington National Bank
Ohio
$409 +$409 +14 New
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$406 – – –
SIC
222
SJS Investment Consulting
Ohio
$378 +$58 +2 +18%
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$320 – – –
PFBT
224
Parkside Financial Bank & Trust
Missouri
$233 – – –
ECM
225
Everence Capital Management
Indiana
$219 – – –
6 7 8
9
10