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Waterstone Financial
WSBF

111 hedge funds and large institutions have $330M invested in Waterstone Financial in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $311M → $330M (+$19M)

1.57% more ownership

Funds ownership: 57.89% → 59.45% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0% more funds holding

Funds holding: 111 → 111 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
111
Holders Change
–
Holders Change %
0%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
41
Reduced
40
Closed
6
Calls
$1.32M
Puts
–
Net Calls
+$1.32M
Net Calls Change
+$259K

Top Buyers

Rank Fund Capital Flow
1
Credit Agricole
Credit Agricole
France
+$5.82M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$2.68M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.17M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$919K
5
PAM
Panagora Asset Management
Massachusetts
+$727K

Top Sellers

Rank Fund Capital Flow
1
UIC
Uniplan Investment Counsel
Wisconsin
-$1.58M
2
PPA
Parametric Portfolio Associates
Washington
-$1.05M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$967K
4
Renaissance Technologies
Renaissance Technologies
New York
-$828K
5
JP Morgan Chase
JP Morgan Chase
New York
-$804K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
26
THB Asset Management
Connecticut
$2.31M -$198K -10,538 -8%
PAM
27
Panagora Asset Management
Massachusetts
$2.3M +$727K +38,601 +46%
MAM
28
Martingale Asset Management
Massachusetts
$2.24M – – –
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$2.17M +$463K +24,600 +27%
BCM
30
BHZ Capital Management
California
$2.13M +$502K +26,686 +31%
TCIM
31
TIAA CREF Investment Management
New York
$2.03M -$62.5K -3,321 -3%
TA
32
Teton Advisors
New York
$1.85M – – –
Morgan Stanley
33
Morgan Stanley
New York
$1.81M +$629K +33,435 +53%
WCM
34
Wedge Capital Management
North Carolina
$1.55M +$296K +15,700 +24%
Wells Fargo
35
Wells Fargo
California
$1.44M +$23.7K +1,260 +2%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$1.34M +$650K +34,548 +95%
SFM
37
Systematic Financial Management
New Jersey
$1.28M -$49.6K -2,635 -4%
MOACM
38
Mutual of America Capital Management
New York
$1.27M +$9.83K +522 +0.8%
First Trust Advisors
39
First Trust Advisors
Illinois
$1.25M -$164K -8,736 -12%
PPA
40
Parametric Portfolio Associates
Washington
$1.23M -$1.05M -55,849 -46%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.15M -$75.3K -4,000 -6%
AQR Capital Management
42
AQR Capital Management
Connecticut
$1M -$70.6K -3,751 -7%
JWM
43
Jacobus Wealth Management
Wisconsin
$988K -$30.1K -1,600 -3%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$962K -$45K -2,388 -4%
Bessemer Group
45
Bessemer Group
New Jersey
$927K – – –
GC
46
Globeflex Capital
California
$927K – – –
Two Sigma Investments
47
Two Sigma Investments
New York
$926K -$334K -17,756 -27%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$921K +$919K +48,843 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$853K -$111K -5,900 -12%
TA
50
Teachers Advisors
New York
$841K -$1.75K -93 -0.2%
1
2
3 4 5

WSBF Hedge Fund Activity: Q2 2017 in Review

111 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q2 2017, worth a combined $330M — up 6.1% from $311M a quarter earlier.

Fund positioning in WSBF was balanced in Q2 2017: 6 funds opened new positions, 6 closed out, 41 added to existing stakes and 40 trimmed.

The largest buyer was Credit Agricole, opening a new position worth an estimated $5.82M. The largest seller was Uniplan Investment Counsel, cutting an estimated $1.58M.

  • 111 institutional investors held Waterstone Financial (WSBF) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $330M of Waterstone Financial stock for Q2 2017, up 6.1% quarter-over-quarter.
  • 6 funds opened new Waterstone Financial positions in Q2 2017 and 6 closed out, a net change of 0 holders.
  • The largest Waterstone Financial buyer in Q2 2017 was Credit Agricole, an estimated $5.82M added.
  • The largest Waterstone Financial seller in Q2 2017 was Uniplan Investment Counsel, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2017.