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WaFd
WAFD

Overview Fund Activity

228 hedge funds and large institutions have $1.65B invested in WaFd in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
96
Reduced
60
Closed
19
Calls
$1.14M
Puts
$473K
Net Calls
+$667K
Net Calls Change
-$768K

Top Buyers

1
BlackRock
1
BlackRock
New York
$304M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$164M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$18.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$90M
5
DIA
5
Davidson Investment Advisors
Montana
$7.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.8M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$36.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$274K
4
Goldman Sachs
4
Goldman Sachs
New York
$6.71M
5
PAM
5
Panagora Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$304M 10,472,432 +1,137,055 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M 7,902,461 +125,020 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$164M 5,652,378 +390,601 +7%
State Street
4
State Street
Massachusetts
$99.7M 3,435,533 +72,787 +2%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$90M 3,101,632 +274,293 +10%
Macquarie Group
6
Macquarie Group
Australia
$50.5M 1,739,878 -54,546 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$45.1M 1,554,781 +117,915 +8%
Ameriprise
8
Ameriprise
Minnesota
$42M 1,445,163 +24,825 +2%
Artisan Partners
9
Artisan Partners
Wisconsin
$36.1M 1,244,268 -456,774 -27%
SFM
10
Systematic Financial Management
New Jersey
$35.5M 1,222,876 -48,846 -4%
Charles Schwab
11
Charles Schwab
California
$32.1M 1,105,569 +75,534 +7%
American Century Companies
12
American Century Companies
Missouri
$28.1M 968,723 +150,718 +18%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$27.2M 936,575 +55 +0%
Northern Trust
14
Northern Trust
Illinois
$26.1M 899,739 +349 +0%
FCM
15
Frontier Capital Management
Massachusetts
$25.9M 893,421 -33,041 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$20.9M 719,357 +6,054 +0.8%
Morgan Stanley
17
Morgan Stanley
New York
$19.8M 680,481 -506,477 -43%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$18.2M 625,923 +329,073 +111%
ClearBridge Investments
19
ClearBridge Investments
New York
$17.6M 606,140 +12,910 +2%
LSV Asset Management
20
LSV Asset Management
Illinois
$17.2M 593,172 -48,500 -8%
Bank of America
21
Bank of America
North Carolina
$15.6M 537,043 +170,170 +46%
BCM
22
Bridgeway Capital Management
Texas
$15.6M 537,031 +159,374 +42%
Norges Bank
23
Norges Bank
Norway
$12M 413,611 -52,512 -11%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$11.9M 410,534 -7,292 -2%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$10.7M 369,256 +6,155 +2%
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