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234 hedge funds and large institutions have $1.59B invested in WaFd in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 234234 (0)

0.54% less ownership

Funds ownership: 81.92%81.39% (-0.54%)

2% less capital invested

Capital invested by funds: $1.62B → $1.59B (-$29.5M)

23% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 91

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
70
Reduced
91
Closed
24
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
+$528K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$233M -$4.15M -128,158 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$212M +$4.23M +130,515 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$157M +$599K +18,478 +0.4%
State Street
4
State Street
Massachusetts
$87.8M -$6.3M -194,384 -6%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$56.8M -$47.3K -1,459 -0.1%
Goldman Sachs
6
Goldman Sachs
New York
$56.1M +$1.47M +45,459 +2%
SFM
7
Systematic Financial Management
New Jersey
$38.3M +$550K +16,979 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$36.3M +$440K +13,584 +1%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$31.4M -$599K -18,489 -2%
FCM
10
Frontier Capital Management
Massachusetts
$30.7M -$7.4M -228,305 -18%
Northern Trust
11
Northern Trust
Illinois
$30.6M -$411K -12,693 -1%
Ameriprise
12
Ameriprise
Minnesota
$28.3M -$2.33K -72 -0%
Charles Schwab
13
Charles Schwab
California
$27.7M +$548K +16,901 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$26M -$136K -4,185 -0.5%
Invesco
15
Invesco
Georgia
$25.4M +$97.7K +3,013 +0.4%
AQR Capital Management
16
AQR Capital Management
Connecticut
$23.1M +$7.93M +244,608 +46%
ClearBridge Investments
17
ClearBridge Investments
New York
$19.6M -$760K -23,465 -3%
Norges Bank
18
Norges Bank
Norway
$19.4M
Verition Fund Management
19
Verition Fund Management
Connecticut
$19.2M +$9.34M +288,104 +82%
JP Morgan Chase
20
JP Morgan Chase
New York
$18.8M -$501K -15,443 -2%
N
21
Nuveen
North Carolina
$18.5M +$336K +10,378 +2%
LSV Asset Management
22
LSV Asset Management
Illinois
$17.5M +$18.9M +583,608 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$17.1M +$222K +6,849 +1%
Man Group
24
Man Group
United Kingdom
$16.5M +$17.9M +551,080 New
Morgan Stanley
25
Morgan Stanley
New York
$14M +$521K +16,078 +4%

WAFD Hedge Fund Activity: Q3 2022 in Review

234 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2022, worth a combined $1.59B — down 1.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 24 closed out — a net gain of 2 holders — while 70 added to existing stakes and 91 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $18.9M. The largest seller was Lazard Asset Management, cutting an estimated $18.3M.

  • 234 institutional investors held WaFd (WAFD) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $1.59B of WaFd stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q3 2022 and 24 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q3 2022 was LSV Asset Management, an estimated $18.9M added.
  • The largest WaFd seller in Q3 2022 was Lazard Asset Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2022.