Waterstone Financial
WSBF
85 hedge funds and large institutions have $123M invested in Waterstone Financial in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 12 closing their positions.
0.78% less ownership
Funds ownership: 51.12% → 50.34% (-0.78%)
3% less funds holding
Funds holding: 88 → 85 (-3)
18% less capital invested
Capital invested by funds: $149M → $123M (-$26.5M)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
46% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 39
86% less call options, than puts
Call options by funds: $1K | Put options by funds: $7K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$982K |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$809K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$628K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$371K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.16M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.53M |
| 3 |
BlackRock
New York
|
-$1.3M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$403K |
| 5 |
Millennium Management
New York
|
-$386K |
WSBF Hedge Fund Activity: Q1 2024 in Review
85 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2024, worth a combined $123M — down 18% from $149M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of WSBF and 9 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 21 added.
The largest buyer was Rhino Investment Partners, adding an estimated $982K. The largest seller was Morgan Stanley, cutting an estimated $3.16M.
- 85 institutional investors held Waterstone Financial (WSBF) as of Q1 2024, down from 88 in Q4 2023.
- Funds reported $123M of Waterstone Financial stock for Q1 2024, down 18% quarter-over-quarter.
- 9 funds opened new Waterstone Financial positions in Q1 2024 and 12 closed out, a net change of -3 holders.
- The largest Waterstone Financial buyer in Q1 2024 was Rhino Investment Partners, an estimated $982K added.
- The largest Waterstone Financial seller in Q1 2024 was Morgan Stanley, an estimated $3.16M sold.
Based on aggregated 13F filings for Q1 2024.