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Waterstone Financial
WSBF

88 hedge funds and large institutions have $149M invested in Waterstone Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $114M → $149M (+$35.2M)

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

2.16% more ownership

Funds ownership: 48.96% → 51.12% (+2.2%)

4% less funds holding

Funds holding: 92 → 88 (-4)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
28
Closed
18
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$2K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.46M
2
BlackRock
BlackRock
New York
+$1.59M
3
JGUA
John G. Ullman & Associates
New York
+$457K
4
BCM
BHZ Capital Management
California
+$377K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$253K

Top Sellers

Rank Fund Capital Flow
1
SCP
Seizert Capital Partners
Michigan
-$1.71M
2
Renaissance Technologies
Renaissance Technologies
New York
-$841K
3
Federated Hermes
Federated Hermes
Pennsylvania
-$690K
4
Millennium Management
Millennium Management
New York
-$683K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$666K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$744K -$54.9K -4,640 -8%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$715K +$253K +21,385 +74%
Invesco
28
Invesco
Georgia
$671K -$108K -9,153 -16%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$612K -$11.8K -1,000 -2%
Bank of America
30
Bank of America
North Carolina
$596K +$87.2K +7,377 +21%
Citadel Advisors
31
Citadel Advisors
Florida
$588K -$15.9K -1,343 -3%
SO
32
STRS Ohio
Ohio
$580K +$176K +14,900 +57%
Two Sigma Investments
33
Two Sigma Investments
New York
$549K +$7.86K +665 +2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$504K -$86.4K -7,305 -17%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$454K -$8.89K -752 -2%
BCM
36
BHZ Capital Management
California
$453K +$377K +31,929 New
JP Morgan Chase
37
JP Morgan Chase
New York
$411K +$120K +10,132 +54%
ETC
38
Exchange Traded Concepts
Oklahoma
$405K -$32K -2,707 -9%
WCM
39
Wedge Capital Management
North Carolina
$403K +$62.1K +5,253 +23%
Millennium Management
40
Millennium Management
New York
$386K -$683K -57,761 -68%
Barclays
41
Barclays
United Kingdom
$357K +$246K +20,811 +482%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$274K +$12.5K +1,061 +6%
UBS Group
43
UBS Group
Switzerland
$269K +$109K +9,246 +95%
AllianceBernstein
44
AllianceBernstein
Tennessee
$263K +$16.2K +1,370 +8%
AQR Capital Management
45
AQR Capital Management
Connecticut
$262K -$666K -56,334 -75%
CRC
46
Curi RMB Capital
Illinois
$258K – – –
HF
47
HRT Financial
New York
$254K +$212K +17,917 New
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$210K +$175K +14,807 New
PWPS
49
Pinnacle Wealth Planning Services
Ohio
$197K +$164K +13,881 New
Deutsche Bank
50
Deutsche Bank
Germany
$183K – – –
1
2
3 4 5

WSBF Hedge Fund Activity: Q4 2023 in Review

88 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2023, worth a combined $149M — up 31% from $114M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WSBF and 14 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $4.46M. The largest seller was Seizert Capital Partners, exiting entirely with an estimated $1.71M sold.

  • 88 institutional investors held Waterstone Financial (WSBF) as of Q4 2023, down from 92 in Q3 2023.
  • Funds reported $149M of Waterstone Financial stock for Q4 2023, up 31% quarter-over-quarter.
  • 14 funds opened new Waterstone Financial positions in Q4 2023 and 18 closed out, a net change of -4 holders.
  • The largest Waterstone Financial buyer in Q4 2023 was Morgan Stanley, an estimated $4.46M added.
  • The largest Waterstone Financial seller in Q4 2023 was Seizert Capital Partners, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2023.