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253 hedge funds and large institutions have $1.63B invested in WaFd in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

794% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $191K

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

12% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 82

8% more funds holding

Funds holding: 234253 (+19)

1.06% more ownership

Funds ownership: 81.39%82.45% (+1.1%)

2% more capital invested

Capital invested by funds: $1.59B → $1.63B (+$33.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
92
Reduced
82
Closed
19
Calls
$1.71M
Puts
$191K
Net Calls
+$1.52M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$272M +$11.8M +338,087 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$241M +$4M +114,385 +2%
State Street
3
State Street
Massachusetts
$97.1M -$1.25M -35,676 -1%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$59.5M -$4.2M -120,137 -6%
Goldman Sachs
5
Goldman Sachs
New York
$53.1M -$10.1M -288,508 -15%
SFM
6
Systematic Financial Management
New Jersey
$44.1M +$1.31M +37,549 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$42.4M +$1.78M +51,037 +4%
Artisan Partners
8
Artisan Partners
Wisconsin
$42.2M +$44M +1,257,690 New
Northern Trust
9
Northern Trust
Illinois
$34M -$195K -5,582 -0.5%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$33.8M -$1.33M -38,060 -4%
FCM
11
Frontier Capital Management
Massachusetts
$33.4M -$953K -27,261 -3%
Charles Schwab
12
Charles Schwab
California
$31.2M +$192K +5,493 +0.6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$30.1M +$1.04M +29,873 +3%
Ameriprise
14
Ameriprise
Minnesota
$28.1M -$3.72M -106,462 -11%
AQR Capital Management
15
AQR Capital Management
Connecticut
$26.8M +$958K +27,408 +4%
Invesco
16
Invesco
Georgia
$25.1M -$3.46M -98,974 -12%
LSV Asset Management
17
LSV Asset Management
Illinois
$21.8M +$2.33M +66,743 +11%
Norges Bank
18
Norges Bank
Norway
$21.7M
JP Morgan Chase
19
JP Morgan Chase
New York
$20.7M -$315K -9,006 -1%
ClearBridge Investments
20
ClearBridge Investments
New York
$20.1M -$1.88M -53,801 -8%
N
21
Nuveen
North Carolina
$19.4M -$1.39M -39,771 -6%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$19.1M -$42K -1,202 -0.2%
American Century Companies
23
American Century Companies
Missouri
$15.8M +$3.71M +106,216 +29%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$15.7M +$860K +24,598 +6%
Morgan Stanley
25
Morgan Stanley
New York
$14.9M -$780K -22,314 -5%

WAFD Hedge Fund Activity: Q4 2022 in Review

253 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2022, worth a combined $1.63B — up 2.1% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WAFD positions and 19 closed out — a net gain of 21 holders — while 92 added to existing stakes and 82 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $44M. The largest seller was Verition Fund Management, cutting an estimated $11.1M.

  • 253 institutional investors held WaFd (WAFD) as of Q4 2022, up from 234 in Q3 2022.
  • Funds reported $1.63B of WaFd stock for Q4 2022, up 2.1% quarter-over-quarter.
  • 40 funds opened new WaFd positions in Q4 2022 and 19 closed out, a net change of +21 holders.
  • The largest WaFd buyer in Q4 2022 was Artisan Partners, an estimated $44M added.
  • The largest WaFd seller in Q4 2022 was Verition Fund Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2022.