We are live on ! Find out more

219 hedge funds and large institutions have $1.81B invested in WaFd in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more call options, than puts

Call options by funds: $966K | Put options by funds: $92K

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $1.59B → $1.81B (+$213M)

5% more funds holding

Funds holding: 208219 (+11)

4.18% less ownership

Funds ownership: 81.66%77.48% (-4.2%)

12% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 77

Holders
219
Holders Change
+11
Holders Change %
+5.29%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
68
Reduced
77
Closed
22
Calls
$966K
Puts
$92K
Net Calls
+$874K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$304M +$17.9M +597,517 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M +$4.5M +150,426 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$176M -$4.06M -135,685 -2%
State Street
4
State Street
Massachusetts
$90.1M +$6.73M +225,064 +8%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$89.5M -$38.4M -1,285,457 -31%
Goldman Sachs
6
Goldman Sachs
New York
$73.2M -$1.53M -51,314 -2%
Millennium Management
7
Millennium Management
New York
$55.2M +$40.2M +1,344,895 +301%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$42.5M +$2.18M +72,805 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$41.3M +$1.89M +63,289 +5%
FCM
10
Frontier Capital Management
Massachusetts
$41.2M -$13.8M -460,668 -26%
Principal Financial Group
11
Principal Financial Group
Iowa
$40.5M -$5.46M -182,751 -12%
Northern Trust
12
Northern Trust
Illinois
$39.4M -$7.19M -240,597 -16%
ClearBridge Investments
13
ClearBridge Investments
New York
$33.8M +$7.74M +258,764 +31%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$31.5M +$26.1K +873 +0.1%
SFM
15
Systematic Financial Management
New Jersey
$30.2M +$10.9K +366 +0%
JP Morgan Chase
16
JP Morgan Chase
New York
$25.2M +$1.78M +59,483 +8%
Charles Schwab
17
Charles Schwab
California
$23.5M +$569K +19,049 +3%
Norges Bank
18
Norges Bank
Norway
$23.4M -$4.79M -160,255 -17%
Ameriprise
19
Ameriprise
Minnesota
$23.3M +$856K +28,624 +4%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$21.5M +$5.56M +186,050 +36%
N
21
Nuveen
North Carolina
$20.6M +$5.18M +173,110 +35%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$15.7M -$981K -32,825 -6%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$13.3M +$8.02M +268,342 +163%
Wells Fargo
24
Wells Fargo
California
$12M -$4.19M -140,016 -27%
Morgan Stanley
25
Morgan Stanley
New York
$11.9M +$4.44M +148,373 +63%

WAFD Hedge Fund Activity: Q1 2021 in Review

219 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2021, worth a combined $1.81B — up 13% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 22 closed out — a net gain of 12 holders — while 68 added to existing stakes and 77 trimmed.

The largest buyer was Millennium Management, adding an estimated $40.2M. The largest seller was Janus Henderson Group, cutting an estimated $38.4M.

  • 219 institutional investors held WaFd (WAFD) as of Q1 2021, up from 208 in Q4 2020.
  • Funds reported $1.81B of WaFd stock for Q1 2021, up 13% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q1 2021 and 22 closed out, a net change of +12 holders.
  • The largest WaFd buyer in Q1 2021 was Millennium Management, an estimated $40.2M added.
  • The largest WaFd seller in Q1 2021 was Janus Henderson Group, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2021.