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210 hedge funds and large institutions have $1.8B invested in WaFd in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more call options, than puts

Call options by funds: $445K | Put options by funds: $98K

1% more ownership

Funds ownership: 77.48%78.47% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$5.17M)

4% less funds holding

Funds holding: 219210 (-9)

36% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 95

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
210
Holders Change
-9
Holders Change %
-4.11%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
61
Reduced
95
Closed
25
Calls
$445K
Puts
$98K
Net Calls
+$347K
Net Calls Change
-$527K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$299M -$15.1M -462,674 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M -$4.7M -144,244 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$175M -$6.31M -193,496 -3%
State Street
4
State Street
Massachusetts
$98M +$5.24M +160,685 +5%
Goldman Sachs
5
Goldman Sachs
New York
$82.9M +$7.51M +230,392 +10%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$53.5M +$9.87M +302,856 +22%
Millennium Management
7
Millennium Management
New York
$48.4M -$8.78M -269,234 -15%
FCM
8
Frontier Capital Management
Massachusetts
$42.5M -$46.4K -1,425 -0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$42.3M -$262K -8,025 -0.6%
Northern Trust
10
Northern Trust
Illinois
$38.7M -$2.06M -63,080 -5%
SFM
11
Systematic Financial Management
New Jersey
$38.1M +$7.12M +218,481 +22%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$33M -$60.8M -1,866,480 -64%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$31.6M -$877K -26,913 -3%
ClearBridge Investments
14
ClearBridge Investments
New York
$30.8M -$4.12M -126,305 -12%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$30.4M +$17.1M +524,699 +121%
Principal Financial Group
16
Principal Financial Group
Iowa
$26.2M -$16M -490,405 -37%
Deutsche Bank
17
Deutsche Bank
Germany
$26M +$24.9M +765,399 +1,475%
Charles Schwab
18
Charles Schwab
California
$24.8M +$520K +15,939 +2%
Ameriprise
19
Ameriprise
Minnesota
$23.4M -$671K -20,595 -3%
Norges Bank
20
Norges Bank
Norway
$22.4M -$1.85M -56,709 -7%
JP Morgan Chase
21
JP Morgan Chase
New York
$19.9M -$6.26M -192,006 -23%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$16.4M +$188K +5,762 +1%
N
23
Nuveen
North Carolina
$16.3M -$5.06M -155,230 -23%
Wells Fargo
24
Wells Fargo
California
$14.9M +$2.6M +79,723 +21%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$13.5M +$4.51M +138,252 +49%

WAFD Hedge Fund Activity: Q2 2021 in Review

210 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2021, worth a combined $1.8B — down 0.29% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WAFD and 16 opened new positions — a net loss of 9 holders — while 95 trimmed existing stakes and 61 added.

The largest buyer was Deutsche Bank, adding an estimated $24.9M. The largest seller was Janus Henderson Group, cutting an estimated $60.8M.

  • 210 institutional investors held WaFd (WAFD) as of Q2 2021, down from 219 in Q1 2021.
  • Funds reported $1.8B of WaFd stock for Q2 2021, down 0.29% quarter-over-quarter.
  • 16 funds opened new WaFd positions in Q2 2021 and 25 closed out, a net change of -9 holders.
  • The largest WaFd buyer in Q2 2021 was Deutsche Bank, an estimated $24.9M added.
  • The largest WaFd seller in Q2 2021 was Janus Henderson Group, an estimated $60.8M sold.

Based on aggregated 13F filings for Q2 2021.