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234 hedge funds and large institutions have $1.62B invested in WaFd in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.94% less ownership

Funds ownership: 82.86%81.92% (-0.94%)

2% less call options, than puts

Call options by funds: $303K | Put options by funds: $309K

3% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 93

7% less funds holding

Funds holding: 251234 (-17)

8% less capital invested

Capital invested by funds: $1.77B → $1.62B (-$150M)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

Holders
234
Holders Change
-17
Holders Change %
-6.77%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
90
Reduced
93
Closed
28
Calls
$303K
Puts
$309K
Net Calls
-$6K
Net Calls Change
-$383K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$237M +$1.31M +41,664 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$208M +$2.42M +77,228 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$157M -$745K -23,746 -0.5%
State Street
4
State Street
Massachusetts
$93.8M +$12M +381,753 +14%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$56.9M -$5.62M -179,058 -9%
Goldman Sachs
6
Goldman Sachs
New York
$54.8M -$14.3M -454,733 -20%
SFM
7
Systematic Financial Management
New Jersey
$37.8M +$2.85M +90,944 +8%
FCM
8
Frontier Capital Management
Massachusetts
$37.6M +$359K +11,433 +0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$36M -$1.03M -32,683 -3%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$32M -$843K -26,863 -2%
Northern Trust
11
Northern Trust
Illinois
$31M -$733K -23,364 -2%
Ameriprise
12
Ameriprise
Minnesota
$28.3M -$852K -27,140 -3%
Charles Schwab
13
Charles Schwab
California
$27.3M +$634K +20,197 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$26.1M -$1.12M -35,674 -4%
Invesco
15
Invesco
Georgia
$25.3M +$12.4M +395,050 +88%
ClearBridge Investments
16
ClearBridge Investments
New York
$20.3M -$2.77M -88,118 -12%
Norges Bank
17
Norges Bank
Norway
$19.4M -$10.6M -338,711 -34%
JP Morgan Chase
18
JP Morgan Chase
New York
$19.3M -$456K -14,513 -2%
N
19
Nuveen
North Carolina
$18.2M +$7.5M +238,906 +65%
Man Group
20
Man Group
United Kingdom
$17.7M -$5.33M -169,663 Closed
Lazard Asset Management
21
Lazard Asset Management
New York
$17M +$1.76M +56,178 +11%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$17M +$188K +5,989 +1%
Principal Financial Group
23
Principal Financial Group
Iowa
$16M +$921K +29,353 +6%
AQR Capital Management
24
AQR Capital Management
Connecticut
$15.6M +$6.81M +217,061 +70%
Morgan Stanley
25
Morgan Stanley
New York
$13.5M +$4.62M +147,010 +49%

WAFD Hedge Fund Activity: Q2 2022 in Review

234 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2022, worth a combined $1.62B — down 8.4% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of WAFD and 17 opened new positions — a net loss of 11 holders — while 93 trimmed existing stakes and 90 added.

The largest buyer was Invesco, adding an estimated $12.4M. The largest seller was Millennium Management, cutting an estimated $18.9M.

  • 234 institutional investors held WaFd (WAFD) as of Q2 2022, down from 251 in Q1 2022.
  • Funds reported $1.62B of WaFd stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 17 funds opened new WaFd positions in Q2 2022 and 28 closed out, a net change of -11 holders.
  • The largest WaFd buyer in Q2 2022 was Invesco, an estimated $12.4M added.
  • The largest WaFd seller in Q2 2022 was Millennium Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2022.