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251 hedge funds and large institutions have $1.77B invested in WaFd in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

4% more funds holding

Funds holding: 241251 (+10)

1.72% more ownership

Funds ownership: 81.14%82.86% (+1.7%)

1% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 93

1% more capital invested

Capital invested by funds: $1.76B → $1.77B (+$10.8M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
251
Holders Change
+10
Holders Change %
+4.15%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
94
Reduced
93
Closed
17
Calls
$377K
Puts
Net Calls
+$377K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$258M +$9.78M +278,963 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$225M +$250K +7,145 +0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M -$2.54M -72,505 -1%
State Street
4
State Street
Massachusetts
$90M +$3.22M +91,946 +3%
Goldman Sachs
5
Goldman Sachs
New York
$74.9M -$3.55M -101,154 -4%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$68.1M +$6.42M +183,238 +10%
FCM
7
Frontier Capital Management
Massachusetts
$40.7M -$1.67M -47,590 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$40.4M -$411K -11,717 -0.9%
SFM
9
Systematic Financial Management
New Jersey
$38.3M +$122K +3,468 +0.3%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$35.8M +$38.3M +1,091,458 New
Northern Trust
11
Northern Trust
Illinois
$34.6M -$1.29M -36,802 -3%
Norges Bank
12
Norges Bank
Norway
$32.4M -$7.07M -201,801 -17%
Ameriprise
13
Ameriprise
Minnesota
$31.9M +$5.99M +170,831 +21%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$29.7M +$387K +11,031 +1%
Charles Schwab
15
Charles Schwab
California
$29.1M +$4.76M +135,657 +18%
ClearBridge Investments
16
ClearBridge Investments
New York
$25.1M -$3.63M -103,625 -12%
JP Morgan Chase
17
JP Morgan Chase
New York
$21.5M +$2M +57,046 +10%
Millennium Management
18
Millennium Management
New York
$20.2M -$15.1M -430,117 -41%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$18.3M +$737K +21,034 +4%
Wells Fargo
20
Wells Fargo
California
$17.4M -$969K -27,634 -5%
Lazard Asset Management
21
Lazard Asset Management
New York
$16.8M +$14.9M +424,205 +490%
Principal Financial Group
22
Principal Financial Group
Iowa
$16.6M -$218K -6,232 -1%
Invesco
23
Invesco
Georgia
$14.7M +$6.01M +171,315 +62%
MFIMFI
24
Mesirow Financial Investment Management - Fixed Income
Illinois
$13.7M -$474K -13,535 -3%
N
25
Nuveen
North Carolina
$12.6M -$643K -18,353 -5%

WAFD Hedge Fund Activity: Q1 2022 in Review

251 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2022, worth a combined $1.77B — up 0.61% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WAFD positions and 17 closed out — a net gain of 11 holders — while 94 added to existing stakes and 93 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $38.3M. The largest seller was Arrowstreet Capital, cutting an estimated $20.2M.

  • 251 institutional investors held WaFd (WAFD) as of Q1 2022, up from 241 in Q4 2021.
  • Funds reported $1.77B of WaFd stock for Q1 2022, up 0.61% quarter-over-quarter.
  • 28 funds opened new WaFd positions in Q1 2022 and 17 closed out, a net change of +11 holders.
  • The largest WaFd buyer in Q1 2022 was William Blair Investment Management, an estimated $38.3M added.
  • The largest WaFd seller in Q1 2022 was Arrowstreet Capital, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2022.