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Waterstone Financial
WSBF

98 hedge funds and large institutions have $276M invested in Waterstone Financial in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

2% more funds holding

Funds holding: 96 → 98 (+2)

0.52% more ownership

Funds ownership: 57.21% → 57.74% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

4% less capital invested

Capital invested by funds: $288M → $276M (-$11.9M)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
34
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UIC
Uniplan Investment Counsel
Wisconsin
+$4.1M
2
SCM
Stadium Capital Management
Connecticut
+$2.77M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$921K
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$708K
5
BlackRock
BlackRock
New York
+$468K

Top Sellers

Rank Fund Capital Flow
1
SBCM
Schwerin Boyle Capital Management
Massachusetts
-$3.02M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.98M
3
Deutsche Bank
Deutsche Bank
Germany
-$1.03M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$763K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$2.03M -$324K -19,560 -14%
MAM
27
Martingale Asset Management
Massachusetts
$1.99M +$171K +10,300 +9%
BCM
28
Bridgeway Capital Management
Texas
$1.7M +$138K +8,300 +9%
Deutsche Bank
29
Deutsche Bank
Germany
$1.48M -$1.03M -62,250 -41%
Wells Fargo
30
Wells Fargo
California
$1.42M +$23.1K +1,391 +2%
First Trust Advisors
31
First Trust Advisors
Illinois
$1.38M -$76K -4,582 -5%
TCIM
32
TIAA CREF Investment Management
New York
$1.38M +$3.19K +192 +0.2%
TA
33
Teton Advisors
New York
$1.38M -$264K -15,900 -16%
TAM
34
THB Asset Management
Connecticut
$1.26M -$541K -32,604 -30%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.15M +$163K +9,804 +17%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$1.05M +$29.3K +1,766 +3%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$1M +$708K +42,686 +251%
MCM
38
Matarin Capital Management
New York
$966K +$61.2K +3,687 +7%
American Century Companies
39
American Century Companies
Missouri
$963K -$82.3K -4,960 -8%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$935K +$40.5K +2,440 +5%
Morgan Stanley
41
Morgan Stanley
New York
$897K -$359K -21,673 -29%
CRC
42
Curi RMB Capital
Illinois
$857K – – –
GC
43
Globeflex Capital
California
$825K – – –
TA
44
Teachers Advisors
New York
$818K +$76.5K +4,610 +10%
Bessemer Group
45
Bessemer Group
New Jersey
$816K +$136K +8,200 +20%
LPL Financial
46
LPL Financial
California
$766K – – –
Swiss National Bank
47
Swiss National Bank
Switzerland
$737K +$21.6K +1,300 +3%
Invesco
48
Invesco
Georgia
$692K +$116K +6,966 +20%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$668K +$9.98K +602 +2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$606K +$187K +11,287 +45%
1
2
3 4 5

WSBF Hedge Fund Activity: Q4 2018 in Review

98 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2018, worth a combined $276M — down 4.1% from $288M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WSBF positions and 5 closed out — a net gain of 3 holders — while 34 added to existing stakes and 34 trimmed.

The largest buyer was Uniplan Investment Counsel, opening a new position worth an estimated $4.1M. The largest seller was Schwerin Boyle Capital Management, cutting an estimated $3.02M.

  • 98 institutional investors held Waterstone Financial (WSBF) as of Q4 2018, up from 96 in Q3 2018.
  • Funds reported $276M of Waterstone Financial stock for Q4 2018, down 4.1% quarter-over-quarter.
  • 8 funds opened new Waterstone Financial positions in Q4 2018 and 5 closed out, a net change of +3 holders.
  • The largest Waterstone Financial buyer in Q4 2018 was Uniplan Investment Counsel, an estimated $4.1M added.
  • The largest Waterstone Financial seller in Q4 2018 was Schwerin Boyle Capital Management, an estimated $3.02M sold.

Based on aggregated 13F filings for Q4 2018.