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WaFd
WAFD

Overview Fund Activity

212 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.

Holders
212
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
1
Morgan Stanley
New York
$39.1M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$93.2M
3
Ameriprise
3
Ameriprise
Minnesota
$46.8M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$9.27M
5
State Street
5
State Street
Massachusetts
$111M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$15.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.92M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
BlackRock
4
BlackRock
New York
$308M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$308M 9,335,377 -255,946 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$256M 7,777,441 -74,481 -0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$173M 5,261,777 +123,575 +2%
State Street
4
State Street
Massachusetts
$111M 3,362,746 +145,008 +5%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$93.2M 2,827,339 +625,367 +28%
Macquarie Group
6
Macquarie Group
Australia
$59.1M 1,794,424 -78,700 -4%
Artisan Partners
7
Artisan Partners
Wisconsin
$56.1M 1,701,042 -10,000 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$47.4M 1,436,866 +43,230 +3%
Ameriprise
9
Ameriprise
Minnesota
$46.8M 1,420,338 +557,942 +65%
SFM
10
Systematic Financial Management
New Jersey
$41.9M 1,271,722 -20,020 -2%
Morgan Stanley
11
Morgan Stanley
New York
$39.1M 1,186,958 +689,092 +138%
Charles Schwab
12
Charles Schwab
California
$33.9M 1,030,035 +73,345 +8%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$30.9M 936,520 -19,023 -2%
FCM
14
Frontier Capital Management
Massachusetts
$30.5M 926,462 -14,710 -2%
Northern Trust
15
Northern Trust
Illinois
$29.6M 899,390 +14,652 +2%
American Century Companies
16
American Century Companies
Missouri
$27M 818,005 +118,239 +17%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$23.5M 713,303 -47,119 -6%
LSV Asset Management
18
LSV Asset Management
Illinois
$21.2M 641,672 -2,900 -0.4%
ClearBridge Investments
19
ClearBridge Investments
New York
$19.6M 593,230 +4,113 +0.7%
Norges Bank
20
Norges Bank
Norway
$15.4M 466,123 -56,904 -11%
Goldman Sachs
21
Goldman Sachs
New York
$15.1M 458,846 -392,152 -46%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$13.8M 417,826 -85,686 -17%
BCM
23
Bridgeway Capital Management
Texas
$12.4M 377,657 +16,021 +4%
Principal Financial Group
24
Principal Financial Group
Iowa
$12.4M 376,334 -1,708 -0.5%
Bank of America
25
Bank of America
North Carolina
$12.1M 366,873 +111,142 +43%
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