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WaFd
WAFD

241 hedge funds and large institutions have $1.76B invested in WaFd in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

6% more funds holding

Funds holding: 227 → 241 (+14)

2.05% more ownership

Funds ownership: 79.1% → 81.14% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $1.84B → $1.76B (-$80.6M)

28% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 93

Holders
241
Holders Change
+14
Holders Change %
+6.17%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
67
Reduced
93
Closed
25
Calls
$467K
Puts
–
Net Calls
+$467K
Net Calls Change
-$163K

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$8.09M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.96M
3
ECM
ExodusPoint Capital Management
New York
+$5.75M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.44M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$3.87M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$13.3M
4
BlackRock
BlackRock
New York
-$13M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$253M -$13M -375,966 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M -$5.88M -170,538 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$178M -$6.33M -183,454 -3%
State Street
4
State Street
Massachusetts
$88.5M -$1.08M -31,439 -1%
Goldman Sachs
5
Goldman Sachs
New York
$79.5M -$1.73M -50,115 -2%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$63.1M +$2.49M +72,074 +4%
FCM
7
Frontier Capital Management
Massachusetts
$43M -$414K -11,995 -0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$41.5M +$729K +21,146 +2%
Norges Bank
9
Norges Bank
Norway
$39.6M – – –
SFM
10
Systematic Financial Management
New Jersey
$38.9M -$1.03M -29,779 -2%
Northern Trust
11
Northern Trust
Illinois
$36.5M -$1.73M -50,112 -4%
Millennium Management
12
Millennium Management
New York
$34.9M -$3.08M -89,286 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$29.9M -$3.45M -100,148 -10%
ClearBridge Investments
14
ClearBridge Investments
New York
$29M -$1.01M -29,413 -3%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$27.7M -$10M -290,771 -26%
Ameriprise
16
Ameriprise
Minnesota
$26.7M +$2.7M +78,413 +11%
Charles Schwab
17
Charles Schwab
California
$25.1M -$557K -16,134 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$20M +$2.19M +63,507 +12%
Wells Fargo
19
Wells Fargo
California
$18.6M +$2.12M +61,441 +12%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$18M +$334K +9,683 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$17.1M -$9.24M -267,742 -34%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$14.6M +$4.44M +128,686 +42%
MFIMFI
23
Mesirow Financial Investment Management - Fixed Income
Illinois
$14.3M -$227K -6,585 -2%
AQR Capital Management
24
AQR Capital Management
Connecticut
$12.8M +$646K +18,730 +5%
N
25
Nuveen
North Carolina
$12.7M -$1.03M -30,002 -7%
1
2 3 4 5

WAFD Hedge Fund Activity: Q4 2021 in Review

241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2021, worth a combined $1.76B — down 4.4% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WAFD positions and 25 closed out — a net gain of 15 holders — while 67 added to existing stakes and 93 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $8.09M. The largest seller was Morgan Stanley, cutting an estimated $14M.

  • 241 institutional investors held WaFd (WAFD) as of Q4 2021, up from 227 in Q3 2021.
  • Funds reported $1.76B of WaFd stock for Q4 2021, down 4.4% quarter-over-quarter.
  • 40 funds opened new WaFd positions in Q4 2021 and 25 closed out, a net change of +15 holders.
  • The largest WaFd buyer in Q4 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $8.09M added.
  • The largest WaFd seller in Q4 2021 was Morgan Stanley, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2021.