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Waterstone Financial
WSBF

79 hedge funds and large institutions have $206M invested in Waterstone Financial in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

18% more capital invested

Capital invested by funds: $175M → $206M (+$31.3M)

0% more funds holding

Funds holding: 79 → 79 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
31
Reduced
21
Closed
11
Calls
$4.1M
Puts
–
Net Calls
+$4.1M
Net Calls Change
+$3.82M

Top Buyers

Rank Fund Capital Flow
1
LBS
Lawrence B. Seidman
+$2.89M
2
SCP
Seizert Capital Partners
Michigan
+$2.54M
3
MCP
Moab Capital Partners
New York
+$1.69M
4
BFA
BlackRock Fund Advisors
California
+$1.62M
5
Invesco
Invesco
Georgia
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.02M
2
MCM
Maltese Capital Management
New York
-$958K
3
Morgan Stanley
Morgan Stanley
New York
-$952K
4
MA
Minerva Advisors
Pennsylvania
-$728K
5
BCM
Bridgeway Capital Management
Texas
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teton Advisors
New York
$1.44M -$3.67K -300 -0.3%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$1.43M -$3.1K -253 -0.2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.14M +$165K +13,500 +18%
Charles Schwab
29
Charles Schwab
California
$926K +$55.8K +4,559 +7%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$838K +$3.32K +271 +0.4%
CAM
31
Cortina Asset Management
Wisconsin
$812K +$35.9K +2,927 +5%
CEI
32
Clark Estates Inc
New York
$764K +$293K +23,931 +70%
PPA
33
Parametric Portfolio Associates
Washington
$730K -$1.56K -127 -0.2%
NA
34
Navellier & Associates
Nevada
$725K -$8.69K -709 -1%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$716K +$192K +15,700 +39%
B
36
Baird
Wisconsin
$671K +$14.9K +1,220 +2%
TA
37
Teachers Advisors
New York
$636K +$4.75K +388 +0.8%
GC
38
Guggenheim Capital
Illinois
$562K +$172K +14,043 +49%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$535K +$48.6K +3,967 +11%
First Trust Advisors
40
First Trust Advisors
Illinois
$534K +$28.1K +2,297 +6%
Deutsche Bank
41
Deutsche Bank
Germany
$430K -$355K -29,010 -47%
Wells Fargo
42
Wells Fargo
California
$421K +$59.5K +4,855 +18%
EEG
43
E.E. Geduld
$395K -$61.2K -5,000 -14%
Swiss National Bank
44
Swiss National Bank
Switzerland
$385K +$359K +29,300 New
NFA
45
Nationwide Fund Advisors
Ohio
$384K -$2.55K -208 -0.7%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$372K – – –
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$363K – – –
AQR Capital Management
48
AQR Capital Management
Connecticut
$331K +$50.2K +4,100 +19%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$308K +$286K +23,337 New
AIG
50
American International Group
New York
$284K -$10.5K -854 -4%
1
2
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WSBF Hedge Fund Activity: Q4 2014 in Review

79 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2014, worth a combined $206M — up 18% from $175M a quarter earlier.

Fund positioning in WSBF was balanced in Q4 2014: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 21 trimmed.

The largest buyer was Lawrence B. Seidman, adding an estimated $2.89M. The largest seller was Wellington Management Group, cutting an estimated $4.02M.

  • 79 institutional investors held Waterstone Financial (WSBF) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $206M of Waterstone Financial stock for Q4 2014, up 18% quarter-over-quarter.
  • 11 funds opened new Waterstone Financial positions in Q4 2014 and 11 closed out, a net change of 0 holders.
  • The largest Waterstone Financial buyer in Q4 2014 was Lawrence B. Seidman, an estimated $2.89M added.
  • The largest Waterstone Financial seller in Q4 2014 was Wellington Management Group, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2014.