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WaFd
WAFD

213 hedge funds and large institutions have $1.81B invested in WaFd in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

464% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $309K

30% more capital invested

Capital invested by funds: $1.39B → $1.81B (+$414M)

1.44% more ownership

Funds ownership: 84.11% → 85.55% (+1.4%)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less funds holding

Funds holding: 214 → 213 (-1)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
213
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
63
Reduced
85
Closed
26
Calls
$1.74M
Puts
$309K
Net Calls
+$1.44M
Net Calls Change
+$826K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$19M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$17.3M
3
Ameriprise
Ameriprise
Minnesota
+$15.4M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$7.74M
5
State Street
State Street
Massachusetts
+$4.01M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$10.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.17M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.66M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$7.26M
5
BlackRock
BlackRock
New York
-$7.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$308M -$7.07M -255,946 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$256M -$2.06M -74,481 -0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$173M +$3.42M +123,575 +2%
State Street
4
State Street
Massachusetts
$111M +$4.01M +145,008 +5%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$93.2M +$17.3M +625,367 +28%
Macquarie Group
6
Macquarie Group
Australia
$59.1M -$2.18M -78,700 -4%
Artisan Partners
7
Artisan Partners
Wisconsin
$56.1M -$276K -10,000 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$47.4M +$1.19M +43,230 +3%
Ameriprise
9
Ameriprise
Minnesota
$46.8M +$15.4M +557,942 +65%
SFM
10
Systematic Financial Management
New Jersey
$41.9M -$553K -20,020 -2%
Morgan Stanley
11
Morgan Stanley
New York
$39.1M +$19M +689,092 +138%
Charles Schwab
12
Charles Schwab
California
$33.9M +$2.03M +73,345 +8%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$30.9M -$526K -19,023 -2%
FCM
14
Frontier Capital Management
Massachusetts
$30.5M -$407K -14,710 -2%
Northern Trust
15
Northern Trust
Illinois
$29.6M +$405K +14,652 +2%
American Century Companies
16
American Century Companies
Missouri
$27M +$3.27M +118,239 +17%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$23.5M -$1.3M -47,119 -6%
LSV Asset Management
18
LSV Asset Management
Illinois
$21.1M -$80.2K -2,900 -0.4%
ClearBridge Investments
19
ClearBridge Investments
New York
$19.6M +$114K +4,113 +0.7%
Norges Bank
20
Norges Bank
Norway
$15.4M -$1.57M -56,904 -11%
Goldman Sachs
21
Goldman Sachs
New York
$15.1M -$10.8M -392,152 -46%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$13.8M -$2.37M -85,686 -17%
BCM
23
Bridgeway Capital Management
Texas
$12.4M +$443K +16,021 +4%
Principal Financial Group
24
Principal Financial Group
Iowa
$12.4M -$47.2K -1,708 -0.5%
Bank of America
25
Bank of America
North Carolina
$12.1M +$3.07M +111,142 +43%
1
2 3 4 5

WAFD Hedge Fund Activity: Q4 2023 in Review

213 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2023, worth a combined $1.81B — up 30% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WAFD positions and 26 closed out — a net gain of 2 holders — while 63 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19M. The largest seller was Goldman Sachs, cutting an estimated $10.8M.

  • 213 institutional investors held WaFd (WAFD) as of Q4 2023, down from 214 in Q3 2023.
  • Funds reported $1.81B of WaFd stock for Q4 2023, up 30% quarter-over-quarter.
  • 28 funds opened new WaFd positions in Q4 2023 and 26 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q4 2023 was Morgan Stanley, an estimated $19M added.
  • The largest WaFd seller in Q4 2023 was Goldman Sachs, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2023.