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Waterstone Financial
WSBF

97 hedge funds and large institutions have $215M invested in Waterstone Financial in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.71% less ownership

Funds ownership: 56.01% → 53.3% (-2.7%)

15% less funds holding

Funds holding: 114 → 97 (-17)

18% less capital invested

Capital invested by funds: $262M → $215M (-$47.9M)

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

Holders
97
Holders Change
-17
Holders Change %
-14.91%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
41
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$2.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.53M
3
BCM
Bridgeway Capital Management
Texas
+$921K
4
American Century Companies
American Century Companies
Missouri
+$452K
5
ETC
Exchange Traded Concepts
Oklahoma
+$441K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.68M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.63M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.53M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.27M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.36M -$128K -7,462 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.34M – – –
TA
28
Teton Advisors
New York
$1.27M – – –
Goldman Sachs
29
Goldman Sachs
New York
$1.23M -$77.6K -4,516 -6%
Invesco
30
Invesco
Georgia
$1.15M +$223K +12,997 +24%
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$935K – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$929K +$9.93K +578 +1%
Swiss National Bank
33
Swiss National Bank
Switzerland
$854K – – –
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$837K +$400K +23,283 +90%
CRC
35
Curi RMB Capital
Illinois
$822K -$50.2K -2,920 -6%
GC
36
Globeflex Capital
California
$748K -$491K -28,589 -39%
LSV Asset Management
37
LSV Asset Management
Illinois
$694K – – –
Allianz Asset Management
38
Allianz Asset Management
Germany
$614K -$545K -31,732 -47%
SO
39
STRS Ohio
Ohio
$610K – – –
Morgan Stanley
40
Morgan Stanley
New York
$594K -$261K -15,198 -30%
Ameriprise
41
Ameriprise
Minnesota
$590K – – –
Two Sigma Investments
42
Two Sigma Investments
New York
$578K -$93.4K -5,439 -14%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$531K -$1.44M -83,826 -73%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$471K +$19.5K +1,137 +4%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$453K -$20.8K -1,212 -4%
SGI
46
Summit Global Investments
Utah
$445K +$235K +13,700 +110%
CS
47
Credit Suisse
Switzerland
$444K -$32.6K -1,895 -7%
ETC
48
Exchange Traded Concepts
Oklahoma
$438K +$441K +25,698 New
CT
49
Chicago Trust
Illinois
$432K +$436K +25,356 New
UBS AM
50
UBS AM
Illinois
$321K -$229K -13,321 -41%
1
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WSBF Hedge Fund Activity: Q2 2022 in Review

97 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q2 2022, worth a combined $215M — down 18% from $262M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of WSBF and 7 opened new positions — a net loss of 14 holders — while 41 trimmed existing stakes and 28 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $2.7M. The largest seller was Allspring Global Investments, cutting an estimated $2.68M.

  • 97 institutional investors held Waterstone Financial (WSBF) as of Q2 2022, down from 114 in Q1 2022.
  • Funds reported $215M of Waterstone Financial stock for Q2 2022, down 18% quarter-over-quarter.
  • 7 funds opened new Waterstone Financial positions in Q2 2022 and 21 closed out, a net change of -14 holders.
  • The largest Waterstone Financial buyer in Q2 2022 was Brandywine Global Investment Management, an estimated $2.7M added.
  • The largest Waterstone Financial seller in Q2 2022 was Allspring Global Investments, an estimated $2.68M sold.

Based on aggregated 13F filings for Q2 2022.