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Waterstone Financial
WSBF

Overview Fund Activity

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
Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.29%
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

1
Morgan Stanley
Morgan Stanley
New York
$6.31M
2
BlackRock
BlackRock
New York
$23.8M
3
JGUA
John G. Ullman & Associates
New York
$856K
4
BCM
BHZ Capital Management
California
$453K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$715K

Top Sellers

1
SCP
Seizert Capital Partners
Michigan
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$18.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$1.89M
4
Millennium Management
Millennium Management
New York
$386K
5
AQR Capital Management
AQR Capital Management
Connecticut
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$744K -$65.9K -4,640 -8%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$715K +$304K +21,385 +74%
Invesco
28
Invesco
Georgia
$671K -$130K -9,153 -16%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$612K -$14.2K -1,000 -2%
Bank of America
30
Bank of America
North Carolina
$596K +$105K +7,377 +21%
Citadel Advisors
31
Citadel Advisors
Florida
$588K -$19.1K -1,343 -3%
SO
32
STRS Ohio
Ohio
$580K +$211K +14,900 +57%
Two Sigma Investments
33
Two Sigma Investments
New York
$549K +$9.44K +665 +2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$504K -$104K -7,305 -17%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$454K -$10.7K -752 -2%
BCM
36
BHZ Capital Management
California
$453K +$453K +31,929 New
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$411K +$144K +10,132 +54%
ETC
38
Exchange Traded Concepts
Oklahoma
$405K -$38.4K -2,707 -9%
WCM
39
Wedge Capital Management
North Carolina
$403K +$74.6K +5,253 +23%
Millennium Management
40
Millennium Management
New York
$386K -$820K -57,761 -68%
Barclays
41
Barclays
United Kingdom
$357K +$296K +20,811 +482%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$274K +$15.1K +1,061 +6%
UBS Group
43
UBS Group
Switzerland
$269K +$131K +9,246 +95%
AllianceBernstein
44
AllianceBernstein
Tennessee
$263K +$19.5K +1,370 +8%
AQR Capital Management
45
AQR Capital Management
Connecticut
$262K -$800K -56,334 -75%
CRC
46
Curi RMB Capital
Illinois
$258K – – –
HF
47
HRT Financial
New York
$254K +$254K +17,917 New
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$210K +$210K +14,807 New
PWPS
49
Pinnacle Wealth Planning Services
Ohio
$197K +$197K +13,881 New
Deutsche Bank
50
Deutsche Bank
Germany
$183K – – –
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