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Waterstone Financial
WSBF

Overview Fund Activity

101 hedge funds and large institutions have $177M invested in Waterstone Financial in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-5
Holders Change %
-4.72%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
33
Reduced
43
Closed
14
Calls
$12K
Puts
$11K
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
RIP
Rhino Investment Partners
Pennsylvania
$10.9M
2
JGUA
John G. Ullman & Associates
New York
$650K
3
Morgan Stanley
Morgan Stanley
New York
$1.21M
4
Vanguard Group
Vanguard Group
Pennsylvania
$15.6M
5
State Street
State Street
Massachusetts
$10.3M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$257K
2
BlackRock
BlackRock
New York
$25.7M
3
Invesco
Invesco
Georgia
$701K
4
GC
Globeflex Capital
California
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
Teton Advisors
New York
$1.08M -$49.6K -3,280 -4%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$992K -$92.7K -6,127 -9%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$952K -$264K -17,448 -22%
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$830K – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$828K +$11.2K +740 +1%
CRC
31
Curi RMB Capital
Illinois
$729K – – –
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$722K – – –
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$702K -$257 -17 -0%
Invesco
34
Invesco
Georgia
$701K -$797K -52,682 -53%
JGUA
35
John G. Ullman & Associates
New York
$650K +$650K +42,947 New
Ameriprise
36
Ameriprise
Minnesota
$644K +$78K +5,156 +14%
Swiss National Bank
37
Swiss National Bank
Switzerland
$616K -$86.2K -5,700 -12%
SO
38
STRS Ohio
Ohio
$514K – – –
CS
39
Credit Suisse
Switzerland
$461K +$68.3K +4,516 +17%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$439K +$5.37K +355 +1%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$425K -$360K -23,800 -46%
Bank of America
42
Bank of America
North Carolina
$401K +$23.5K +1,553 +6%
CT
43
Chicago Trust
Illinois
$378K – – –
ETC
44
Exchange Traded Concepts
Oklahoma
$372K +$17.3K +1,143 +5%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$357K -$25.5K -1,686 -7%
VIA
46
Virtus Investment Advisers
Connecticut
$347K -$12K -791 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$336K -$72.6K -4,800 -18%
Citadel Advisors
48
Citadel Advisors
Florida
$331K -$141K -9,340 -30%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$257K -$1.85M -123,159 -88%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$255K +$2.19K +145 +0.9%
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