WSBF icon

Waterstone Financial
WSBF

Overview Fund Activity

93 hedge funds and large institutions have $164M invested in Waterstone Financial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-8
Holders Change %
-7.92%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
43
Closed
15
Calls
$13K
Puts
$6K
Net Calls
+$7K
Net Calls Change
+$6K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.97M
2
Citadel Advisors
Citadel Advisors
Florida
$1.54M
3
WCM
Wedge Capital Management
North Carolina
$794K
4
EF
Empowered Funds
Pennsylvania
$733K
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$5.16M

Top Sellers

1
State Street
State Street
Massachusetts
$6.76M
2
BlackRock
BlackRock
New York
$23M
3
RIP
Rhino Investment Partners
Pennsylvania
$8.87M
4
DZ Bank
DZ Bank
Germany
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$970K +$58.1K +4,013 +6%
LCM
27
Legato Capital Management
California
$955K -$110K -7,562 -10%
DCM
28
Dean Capital Management
Kansas
$955K -$110K -7,562 -10%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$818K +$24.7K +1,707 +3%
WCM
30
Wedge Capital Management
North Carolina
$794K +$794K +54,820 New
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$771K +$80.3K +5,544 +12%
EST
32
EA Series Trust
Pennsylvania
$733K +$733K +50,576 New
EF
33
Empowered Funds
Pennsylvania
$733K +$733K +50,576 New
Ameriprise
34
Ameriprise
Minnesota
$701K +$84.5K +5,833 +14%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$673K -$5.42K -374 -0.8%
Millennium Management
36
Millennium Management
New York
$664K +$443K +30,546 +200%
Invesco
37
Invesco
Georgia
$651K -$20.5K -1,416 -3%
JGUA
38
John G. Ullman & Associates
New York
$643K +$21.2K +1,461 +3%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$638K -$34.5K -2,379 -5%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$481K +$60.2K +4,155 +14%
Bank of America
41
Bank of America
North Carolina
$475K +$90.8K +6,264 +24%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$471K +$63.8K +4,400 +16%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$371K +$162K +11,208 +78%
ETC
44
Exchange Traded Concepts
Oklahoma
$364K +$7.22K +498 +2%
CT
45
Chicago Trust
Illinois
$362K – – –
SO
46
STRS Ohio
Ohio
$355K -$138K -9,500 -28%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$321K – – –
CRC
48
Curi RMB Capital
Illinois
$264K -$435K -30,000 -62%
UBS Group
49
UBS Group
Switzerland
$261K +$125K +8,603 +91%
AllianceBernstein
50
AllianceBernstein
Tennessee
$248K +$51.4K +3,545 +26%
1
2
3 4 5