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218 hedge funds and large institutions have $1.5B invested in WaFd in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 100 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

6% more call options, than puts

Call options by funds: $329K | Put options by funds: $310K

1.58% less ownership

Funds ownership: 87.71%86.13% (-1.6%)

11% less funds holding

Funds holding: 245218 (-27)

14% less capital invested

Capital invested by funds: $1.74B → $1.5B (-$242M)

47% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 100

49% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 51

Holders
218
Holders Change
-27
Holders Change %
-11.02%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
53
Reduced
100
Closed
51
Calls
$329K
Puts
$310K
Net Calls
+$19K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$252M -$4.17M -150,767 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$212M -$2.3M -83,076 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$135M -$4.78M -172,768 -3%
State Street
4
State Street
Massachusetts
$104M +$15.7M +566,556 +17%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$53.3M +$2.46M +88,821 +5%
Macquarie Group
6
Macquarie Group
Australia
$51.2M +$53.4M +1,928,924 New
Artisan Partners
7
Artisan Partners
Wisconsin
$47.3M -$2.72M -98,208 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$35.6M +$1.25M +44,992 +3%
SFM
9
Systematic Financial Management
New Jersey
$34.6M -$206K -7,446 -0.6%
Goldman Sachs
10
Goldman Sachs
New York
$28.9M -$8.9M -321,535 -23%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$27.3M +$526K +19,004 +2%
FCM
12
Frontier Capital Management
Massachusetts
$25M -$407K -14,680 -2%
Charles Schwab
13
Charles Schwab
California
$24.2M -$1.54M -55,730 -6%
Ameriprise
14
Ameriprise
Minnesota
$24.1M -$671K -24,214 -3%
Northern Trust
15
Northern Trust
Illinois
$23.5M -$1.64M -59,182 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$20.9M -$2.12M -76,590 -9%
LSV Asset Management
17
LSV Asset Management
Illinois
$17.3M -$412K -14,879 -2%
American Century Companies
18
American Century Companies
Missouri
$16.5M +$1.38M +49,846 +9%
JP Morgan Chase
19
JP Morgan Chase
New York
$14.9M -$35.5K -1,282 -0.2%
Norges Bank
20
Norges Bank
Norway
$14.4M -$703K -25,391 -4%
ClearBridge Investments
21
ClearBridge Investments
New York
$14.1M +$119K +4,289 +0.8%
Morgan Stanley
22
Morgan Stanley
New York
$14M -$2.95M -106,511 -17%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$13.9M -$2.05M -73,954 -12%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$13.6M -$1.29M -46,493 -8%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$10.5M -$7.57M -273,491 -41%

WAFD Hedge Fund Activity: Q2 2023 in Review

218 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2023, worth a combined $1.5B — down 14% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WAFD and 26 opened new positions — a net loss of 25 holders — while 100 trimmed existing stakes and 53 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $53.4M. The largest seller was AQR Capital Management, cutting an estimated $17M.

  • 218 institutional investors held WaFd (WAFD) as of Q2 2023, down from 245 in Q1 2023.
  • Funds reported $1.5B of WaFd stock for Q2 2023, down 14% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q2 2023 and 51 closed out, a net change of -25 holders.
  • The largest WaFd buyer in Q2 2023 was Macquarie Group, an estimated $53.4M added.
  • The largest WaFd seller in Q2 2023 was AQR Capital Management, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2023.