WaFd
WAFD
208 hedge funds and large institutions have $1.59B invested in WaFd in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
23% more capital invested
Capital invested by funds: $1.29B → $1.59B (+$302M)
3% more funds holding
Funds holding: 201 → 208 (+7)
0.63% less ownership
Funds ownership: 82.29% → 81.66% (-0.63%)
8% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 76
30% less call options, than puts
Call options by funds: $311K | Put options by funds: $445K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$17.8M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$11.7M |
| 3 |
BlackRock
New York
|
+$8.21M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$5.73M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$28.1M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$14.6M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$10.2M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$9.23M |
| 5 |
JP Morgan Chase
New York
|
-$6.53M |
WAFD Hedge Fund Activity: Q4 2020 in Review
208 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2020, worth a combined $1.59B — up 23% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new WAFD positions and 21 closed out — a net gain of 7 holders — while 70 added to existing stakes and 76 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $17.8M. The largest seller was Westwood Holdings Group, cutting an estimated $28.1M.
- 208 institutional investors held WaFd (WAFD) as of Q4 2020, up from 201 in Q3 2020.
- Funds reported $1.59B of WaFd stock for Q4 2020, up 23% quarter-over-quarter.
- 28 funds opened new WaFd positions in Q4 2020 and 21 closed out, a net change of +7 holders.
- The largest WaFd buyer in Q4 2020 was Fuller & Thaler Asset Management, an estimated $17.8M added.
- The largest WaFd seller in Q4 2020 was Westwood Holdings Group, an estimated $28.1M sold.
Based on aggregated 13F filings for Q4 2020.