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Waterstone Financial
WSBF

92 hedge funds and large institutions have $131M invested in Waterstone Financial in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 88 → 92 (+4)

0.81% less ownership

Funds ownership: 51.17% → 50.37% (-0.81%)

10% less capital invested

Capital invested by funds: $146M → $131M (-$15.2M)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$617K
2
FL
Fourthstone LLC
Missouri
+$553K
3
JP Morgan Chase
JP Morgan Chase
New York
+$497K
4
JGUA
John G. Ullman & Associates
New York
+$258K
5
QCM
Quantinno Capital Management
New York
+$222K

Top Sellers

Rank Fund Capital Flow
1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$1.57M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.22M
3
DIA
Dean Investment Associates
Ohio
-$838K
4
DCM
Dean Capital Management
Kansas
-$494K
5
Renaissance Technologies
Renaissance Technologies
New York
-$486K
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$525K +$19.3K +1,312 +3%
SO
27
STRS Ohio
Ohio
$513K +$45.7K +3,100 +9%
FL
28
Fourthstone LLC
Missouri
$504K +$553K +37,511 New
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$500K +$56.4K +3,832 +11%
DCM
30
Dean Capital Management
Kansas
$455K -$494K -33,560 -50%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$443K -$8.84K -600 -2%
Bank of America
32
Bank of America
North Carolina
$424K +$34.6K +2,350 +8%
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$407K -$11.7K -791 -3%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$358K -$5.08K -345 -1%
Two Sigma Investments
35
Two Sigma Investments
New York
$329K +$9.77K +663 +3%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$325K -$54.5K -3,700 -13%
Barclays
37
Barclays
United Kingdom
$325K +$49.5K +3,363 +16%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$325K +$77K +5,226 +28%
Millennium Management
39
Millennium Management
New York
$294K +$168K +11,395 +109%
GCP
40
GSA Capital Partners
United Kingdom
$293K +$29.4K +1,996 +10%
LCM
41
Legato Capital Management
California
$286K -$305K -20,718 -49%
AllianceBernstein
42
AllianceBernstein
Tennessee
$277K – – –
Jane Street
43
Jane Street
New York
$268K -$135K -9,167 -32%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$239K +$16.2K +1,098 +7%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$227K -$60.4K -4,100 -20%
CRC
46
Curi RMB Capital
Illinois
$222K -$25.1K -1,705 -9%
QCM
47
Quantinno Capital Management
New York
$203K +$222K +15,084 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$197K +$216K +14,639 New
QC
49
Quadrature Capital
United Kingdom
$196K +$214K +14,548 New
Citigroup
50
Citigroup
New York
$169K +$11K +745 +6%
1
2
3 4

WSBF Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2024, worth a combined $131M — down 10% from $146M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WSBF positions and 7 closed out — a net gain of 4 holders — while 28 added to existing stakes and 34 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $617K. The largest seller was Brandywine Global Investment Management, exiting entirely with an estimated $1.57M sold.

  • 92 institutional investors held Waterstone Financial (WSBF) as of Q4 2024, up from 88 in Q3 2024.
  • Funds reported $131M of Waterstone Financial stock for Q4 2024, down 10% quarter-over-quarter.
  • 11 funds opened new Waterstone Financial positions in Q4 2024 and 7 closed out, a net change of +4 holders.
  • The largest Waterstone Financial buyer in Q4 2024 was Citadel Advisors, an estimated $617K added.
  • The largest Waterstone Financial seller in Q4 2024 was Brandywine Global Investment Management, an estimated $1.57M sold.

Based on aggregated 13F filings for Q4 2024.