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Waterstone Financial
WSBF

104 hedge funds and large institutions have $232M invested in Waterstone Financial in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.45% less ownership

Funds ownership: 60.63% → 59.18% (-1.5%)

8% less funds holding

Funds holding: 113 → 104 (-9)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

26% less capital invested

Capital invested by funds: $313M → $232M (-$81.2M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
104
Holders Change
-9
Holders Change %
-7.96%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
34
Reduced
41
Closed
20
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$188K

Top Buyers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
+$6.75M
2
SCM
Stadium Capital Management
Connecticut
+$4.98M
3
DIA
Dean Investment Associates
Ohio
+$2.49M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.22M
5
LBS
Lawrence B. Seidman
+$843K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$5.71M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.91M
3
BCM
BHZ Capital Management
California
-$2.49M
4
OAM
Oxford Asset Management
United Kingdom
-$1.65M
5
WCM
Wedge Capital Management
North Carolina
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$1.71M +$1.22M +72,100 +159%
Goldman Sachs
27
Goldman Sachs
New York
$1.44M +$24K +1,414 +1%
WG
28
Winton Group
United Kingdom
$1.42M -$202K -11,899 -11%
Bessemer Group
29
Bessemer Group
New Jersey
$1.22M – – –
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$1.15M +$739K +43,555 +122%
TA
31
Teton Advisors
New York
$1.09M -$126K -7,400 -9%
PPA
32
Parametric Portfolio Associates
Washington
$1.07M -$313K -18,421 -20%
BCM
33
BHZ Capital Management
California
$895K -$2.49M -146,993 -70%
First Trust Advisors
34
First Trust Advisors
Illinois
$889K -$193K -11,385 -16%
Wells Fargo
35
Wells Fargo
California
$837K +$66K +3,888 +7%
BCM
36
Bridgeway Capital Management
Texas
$833K -$745K -43,900 -43%
Two Sigma Investments
37
Two Sigma Investments
New York
$806K +$75.5K +4,450 +9%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$758K +$64.5K +3,800 +8%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$753K -$1.45M -85,269 -62%
CRC
40
Curi RMB Capital
Illinois
$743K – – –
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$727K -$4.91M -289,506 -85%
LBS
42
Lawrence B. Seidman
$722K +$843K +49,681 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$699K -$18.3K -1,079 -2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$692K – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$685K +$147K +8,680 +23%
Ameriprise
46
Ameriprise
Minnesota
$632K +$72.9K +4,295 +11%
AQR Capital Management
47
AQR Capital Management
Connecticut
$580K – – –
UBS AM
48
UBS AM
Illinois
$536K +$65.3K +3,848 +12%
Allianz Asset Management
49
Allianz Asset Management
Germany
$521K +$458 +27 +0.1%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$519K -$5.65K -333 -0.9%
1
2
3 4 5

WSBF Hedge Fund Activity: Q1 2020 in Review

104 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2020, worth a combined $232M — down 26% from $313M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of WSBF and 13 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 34 added.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $6.75M. The largest seller was Banc Funds Company, exiting entirely with an estimated $5.71M sold.

  • 104 institutional investors held Waterstone Financial (WSBF) as of Q1 2020, down from 113 in Q4 2019.
  • Funds reported $232M of Waterstone Financial stock for Q1 2020, down 26% quarter-over-quarter.
  • 13 funds opened new Waterstone Financial positions in Q1 2020 and 20 closed out, a net change of -7 holders.
  • The largest Waterstone Financial buyer in Q1 2020 was Driehaus Capital Management, an estimated $6.75M added.
  • The largest Waterstone Financial seller in Q1 2020 was Banc Funds Company, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2020.