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WaFd
WAFD

229 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.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $473K

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

8% more funds holding

Funds holding: 213 → 229 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $1.81B → $1.65B (-$163M)

16.22% less ownership

Funds ownership: 85.55% → 69.32% (-16%)

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
3.3%
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
BlackRock
New York
+$32.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.3M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$9.48M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.9M
5
DIA
Davidson Investment Advisors
Montana
+$7.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.6M
2
Artisan Partners
Artisan Partners
Wisconsin
-$13.2M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$7.79M
4
Goldman Sachs
Goldman Sachs
New York
-$6.56M
5
PAM
Panagora Asset Management
Massachusetts
-$4.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$304M +$32.8M +1,137,055 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M +$3.6M +125,020 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$164M +$11.3M +390,601 +7%
State Street
4
State Street
Massachusetts
$99.7M +$2.1M +72,787 +2%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$90M +$7.9M +274,293 +10%
Macquarie Group
6
Macquarie Group
Australia
$50.5M -$1.57M -54,546 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$45.1M +$3.4M +117,915 +8%
Ameriprise
8
Ameriprise
Minnesota
$42M +$715K +24,825 +2%
Artisan Partners
9
Artisan Partners
Wisconsin
$36.1M -$13.2M -456,774 -27%
SFM
10
Systematic Financial Management
New Jersey
$35.5M -$1.41M -48,846 -4%
Charles Schwab
11
Charles Schwab
California
$32.1M +$2.18M +75,534 +7%
American Century Companies
12
American Century Companies
Missouri
$28.1M +$4.34M +150,718 +18%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$27.2M +$1.58K +55 +0%
Northern Trust
14
Northern Trust
Illinois
$26.1M +$10.1K +349 +0%
FCM
15
Frontier Capital Management
Massachusetts
$25.9M -$952K -33,041 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$20.9M +$174K +6,054 +0.8%
Morgan Stanley
17
Morgan Stanley
New York
$19.8M -$14.6M -506,477 -43%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$18.2M +$9.48M +329,073 +111%
ClearBridge Investments
19
ClearBridge Investments
New York
$17.6M +$372K +12,910 +2%
LSV Asset Management
20
LSV Asset Management
Illinois
$17.2M -$1.4M -48,500 -8%
Bank of America
21
Bank of America
North Carolina
$15.6M +$4.9M +170,170 +46%
BCM
22
Bridgeway Capital Management
Texas
$15.6M +$4.59M +159,374 +42%
Norges Bank
23
Norges Bank
Norway
$12M -$1.51M -52,512 -11%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$11.9M -$210K -7,292 -2%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$10.7M +$177K +6,155 +2%
1
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WAFD Hedge Fund Activity: Q1 2024 in Review

229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2024, worth a combined $1.65B — down 9% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WAFD positions and 19 closed out — a net gain of 18 holders — while 96 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $32.8M. The largest seller was Morgan Stanley, cutting an estimated $14.6M.

  • 229 institutional investors held WaFd (WAFD) as of Q1 2024, up from 213 in Q4 2023.
  • Funds reported $1.65B of WaFd stock for Q1 2024, down 9% quarter-over-quarter.
  • 37 funds opened new WaFd positions in Q1 2024 and 19 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q1 2024 was BlackRock, an estimated $32.8M added.
  • The largest WaFd seller in Q1 2024 was Morgan Stanley, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2024.