We are live on ! Find out more
WSBF icon

Waterstone Financial
WSBF

82 hedge funds and large institutions have $127M invested in Waterstone Financial in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $123M → $127M (+$3.92M)

0.13% more ownership

Funds ownership: 50.34% → 50.48% (+0.13%)

4% less funds holding

Funds holding: 85 → 82 (-3)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIP
Rhino Investment Partners
Pennsylvania
+$1.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$352K
3
Goldman Sachs
Goldman Sachs
New York
+$350K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$304K
5
Jane Street
Jane Street
New York
+$261K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.09M
2
Invesco
Invesco
Georgia
-$482K
3
GCP
GSA Capital Partners
United Kingdom
-$355K
4
Renaissance Technologies
Renaissance Technologies
New York
-$300K
5
QC
Quadrature Capital
United Kingdom
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$544K +$352K +29,366 +223%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$525K -$24K -2,000 -5%
SO
28
STRS Ohio
Ohio
$506K -$39.5K -3,300 -8%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$482K +$304K +25,342 +205%
Two Sigma Investments
30
Two Sigma Investments
New York
$454K -$20.6K -1,721 -5%
JGUA
31
John G. Ullman & Associates
New York
$438K -$143K -11,950 -26%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$399K -$12.4K -1,037 -3%
JP Morgan Chase
33
JP Morgan Chase
New York
$384K -$65.3K -5,448 -15%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$376K -$50.3K -4,200 -13%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$366K -$4.06K -339 -1%
Bank of America
36
Bank of America
North Carolina
$356K +$8.46K +706 +3%
ETC
37
Exchange Traded Concepts
Oklahoma
$351K -$39.3K -3,278 -11%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$302K +$14.4K +1,200 +5%
Jane Street
39
Jane Street
New York
$278K +$261K +21,772 New
AllianceBernstein
40
AllianceBernstein
Tennessee
$263K +$25.9K +2,160 +12%
CRC
41
Curi RMB Capital
Illinois
$233K – – –
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K -$53.2K -4,443 -20%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$213K +$15.6K +1,305 +8%
PWPS
44
Pinnacle Wealth Planning Services
Ohio
$178K – – –
FFA
45
Farther Finance Advisors
California
$147K +$1.87K +156 +1%
MIM
46
MetLife Investment Management
New Jersey
$139K +$12.2K +1,016 +10%
Mariner
47
Mariner
Kansas
$130K -$7.15K -597 -6%
AL
48
Arnhold LLC
New York
$128K – – –
KTA
49
Keeley-Teton Advisors
Illinois
$128K – – –
CF
50
Corebridge Financial
Texas
$113K +$106K +8,857 New
1
2
3 4

WSBF Hedge Fund Activity: Q2 2024 in Review

82 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q2 2024, worth a combined $127M — up 3.2% from $123M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of WSBF and 10 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 25 added.

The largest buyer was Rhino Investment Partners, adding an estimated $1.4M. The largest seller was Dimensional Fund Advisors, cutting an estimated $1.09M.

  • 82 institutional investors held Waterstone Financial (WSBF) as of Q2 2024, down from 85 in Q1 2024.
  • Funds reported $127M of Waterstone Financial stock for Q2 2024, up 3.2% quarter-over-quarter.
  • 10 funds opened new Waterstone Financial positions in Q2 2024 and 13 closed out, a net change of -3 holders.
  • The largest Waterstone Financial buyer in Q2 2024 was Rhino Investment Partners, an estimated $1.4M added.
  • The largest Waterstone Financial seller in Q2 2024 was Dimensional Fund Advisors, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2024.