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Waterstone Financial
WSBF

Overview Fund Activity

60 hedge funds and large institutions have $133M invested in Waterstone Financial in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+17
Holders Change %
+39.53%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
25
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$29.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$20M
3
MFP
Michael F. Price
+$8.31M
4
MCM
Maltese Capital Management
New York
+$7.06M
5
EC
EJF Capital
Virginia
+$7.04M

Top Sellers

1
Invesco
Invesco
Georgia
-$2.39M
2
JWM
Jacobus Wealth Management
Wisconsin
-$662K
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$128K
4
Northern Trust
Northern Trust
Illinois
-$118K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$68.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
51
Teachers Advisors
New York
$124K +$49.2K +4,750 +66%
Verition Fund Management
52
Verition Fund Management
Connecticut
$117K +$117K +11,291 New
LA
53
Lynch & Associates
Indiana
$115K +$115K +11,109 New
NFA
54
Nationwide Fund Advisors
Ohio
$98K +$12.5K +1,199 +15%
BA
55
BlackRock Advisors
Delaware
$79K +$11.6K +1,121 +17%
AIG
56
American International Group
New York
$57K +$1.37K +132 +2%
Citigroup
57
Citigroup
New York
$21K -$10.8K -1,041 -34%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$17K -$10 -1 -0.1%
DA
59
Denali Advisors
California
$4K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$1K -$38.4K -3,190 -97%
JWM
61
Jacobus Wealth Management
Wisconsin
– -$662K -65,453 Closed
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
– -$128K -12,632 Closed
U
63
UBS
Switzerland
– -$32K -3,133 Closed
Creative Planning
64
Creative Planning
Kansas
– -$20K -2,008 Closed
OA
65
OFI Advisors
Pennsylvania
– -$13K -1,324 Closed
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$9 -914 Closed
AllianceBernstein
67
AllianceBernstein
Tennessee
– -$4K -439 Closed
CCMH
68
Cornerstone Capital Management Holdings
New York
– -$2K -225 Closed
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
– -$1.04K -103 Closed
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