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WaFd
WAFD

Overview Fund Activity

213 hedge funds and large institutions have $1.39B invested in WaFd in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 97 reducing their positions, and 19 closing their positions.

Holders
213
Holders Change
-4
Holders Change %
-1.84%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
64
Reduced
97
Closed
19
Calls
$1.24M
Puts
$635K
Net Calls
+$609K
Net Calls Change
+$590K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$56.4M
2
PAM
2
Panagora Asset Management
Massachusetts
$3.73M
3
TC
3
TwinBeech Capital
New York
$3.04M
4
HF
4
HRT Financial
New York
$2.41M
5
Millennium Management
5
Millennium Management
New York
$3.55M

Top Sellers

1
State Street
1
State Street
Massachusetts
$82.4M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
MWM
3
Moran Wealth Management
Florida
$0
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$7.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$246M 9,591,323 +75,920 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$201M 7,851,922 -139,465 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$132M 5,138,202 +66,507 +1%
State Street
4
State Street
Massachusetts
$82.4M 3,217,738 -716,764 -18%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$56.4M 2,201,972 +192,061 +10%
Macquarie Group
6
Macquarie Group
Australia
$48M 1,873,124 -55,800 -3%
Artisan Partners
7
Artisan Partners
Wisconsin
$43.8M 1,711,042 -70,762 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$35.7M 1,393,636 +50,326 +4%
SFM
9
Systematic Financial Management
New Jersey
$33.1M 1,291,742 -13,261 -1%
Charles Schwab
10
Charles Schwab
California
$24.5M 956,690 +42,432 +5%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$24.5M 955,543 -74,326 -7%
FCM
12
Frontier Capital Management
Massachusetts
$24.1M 941,172 -1,364 -0.1%
Northern Trust
13
Northern Trust
Illinois
$22.7M 884,738 -1,491 -0.2%
Ameriprise
14
Ameriprise
Minnesota
$22.1M 862,396 -46,031 -5%
Goldman Sachs
15
Goldman Sachs
New York
$21.8M 850,998 -238,630 -22%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$19.5M 760,422 -25,846 -3%
American Century Companies
17
American Century Companies
Missouri
$17.9M 699,766 +78,457 +13%
LSV Asset Management
18
LSV Asset Management
Illinois
$16.5M 644,572 -8,400 -1%
ClearBridge Investments
19
ClearBridge Investments
New York
$15.1M 589,117 +56,453 +11%
Norges Bank
20
Norges Bank
Norway
$13.4M 523,027 -18,906 -3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$13.1M 511,412 -50,341 -9%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$12.9M 503,512 -7,620 -1%
Morgan Stanley
23
Morgan Stanley
New York
$12.8M 497,866 -31,510 -6%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.69M 378,042 -14,177 -4%
BCM
25
Bridgeway Capital Management
Texas
$9.27M 361,636 +73,272 +25%
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