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227 hedge funds and large institutions have $1.84B invested in WaFd in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

643% more call options, than puts

Call options by funds: $728K | Put options by funds: $98K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

8% more funds holding

Funds holding: 210227 (+17)

2% more capital invested

Capital invested by funds: $1.8B → $1.84B (+$42.9M)

0.62% more ownership

Funds ownership: 78.47%79.1% (+0.62%)

31% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 90

Holders
227
Holders Change
+17
Holders Change %
+8.1%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
62
Reduced
90
Closed
11
Calls
$728K
Puts
$98K
Net Calls
+$630K
Net Calls Change
+$283K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$273M -$46.7M -1,433,849 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$241M -$16.9M -520,442 -7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$189M -$140K -4,315 -0.1%
State Street
4
State Street
Massachusetts
$92M -$13.1M -402,854 -13%
Goldman Sachs
5
Goldman Sachs
New York
$83.5M -$5.7M -175,239 -7%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$62.4M +$4.42M +135,889 +8%
FCM
7
Frontier Capital Management
Massachusetts
$44.6M -$1.21M -37,307 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$41.9M -$3.61M -110,828 -8%
SFM
9
Systematic Financial Management
New Jersey
$41M -$153K -4,700 -0.4%
Norges Bank
10
Norges Bank
Norway
$40.7M +$15.8M +484,100 +69%
Northern Trust
11
Northern Trust
Illinois
$39.2M -$2.41M -74,170 -6%
Millennium Management
12
Millennium Management
New York
$38.9M -$12.6M -387,755 -25%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$38.4M +$5.29M +162,416 +17%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$34.2M +$34.6K +1,062 +0.1%
ClearBridge Investments
15
ClearBridge Investments
New York
$30.8M -$2.32M -71,445 -7%
Principal Financial Group
16
Principal Financial Group
Iowa
$26.7M -$1.49M -45,912 -6%
Charles Schwab
17
Charles Schwab
California
$26.4M -$344K -10,570 -1%
Morgan Stanley
18
Morgan Stanley
New York
$25.6M +$14.3M +439,663 +143%
Ameriprise
19
Ameriprise
Minnesota
$24.8M -$459K -14,108 -2%
JP Morgan Chase
20
JP Morgan Chase
New York
$18.4M -$2.98M -91,473 -15%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$18.1M +$402K +12,362 +2%
Wells Fargo
22
Wells Fargo
California
$17.1M +$947K +29,115 +6%
MFIMFI
23
Mesirow Financial Investment Management - Fixed Income
Illinois
$15M +$14.2M +436,345 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$14.1M -$546K -16,787 -4%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$13.8M -$20.7M -637,553 -61%

WAFD Hedge Fund Activity: Q3 2021 in Review

227 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2021, worth a combined $1.84B — up 2.4% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WAFD positions and 11 closed out — a net gain of 18 holders — while 62 added to existing stakes and 90 trimmed.

The largest buyer was Norges Bank, adding an estimated $15.8M. The largest seller was BlackRock, cutting an estimated $46.7M.

  • 227 institutional investors held WaFd (WAFD) as of Q3 2021, up from 210 in Q2 2021.
  • Funds reported $1.84B of WaFd stock for Q3 2021, up 2.4% quarter-over-quarter.
  • 29 funds opened new WaFd positions in Q3 2021 and 11 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q3 2021 was Norges Bank, an estimated $15.8M added.
  • The largest WaFd seller in Q3 2021 was BlackRock, an estimated $46.7M sold.

Based on aggregated 13F filings for Q3 2021.