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Waterstone Financial
WSBF

79 hedge funds and large institutions have $206M invested in Waterstone Financial in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

18% more capital invested

Capital invested by funds: $175M → $206M (+$31.3M)

0% more funds holding

Funds holding: 79 → 79 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
31
Reduced
21
Closed
11
Calls
$4.1M
Puts
–
Net Calls
+$4.1M
Net Calls Change
+$3.82M

Top Buyers

Rank Fund Capital Flow
1
LBS
Lawrence B. Seidman
+$2.89M
2
SCP
Seizert Capital Partners
Michigan
+$2.54M
3
MCP
Moab Capital Partners
New York
+$1.69M
4
BFA
BlackRock Fund Advisors
California
+$1.62M
5
Invesco
Invesco
Georgia
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.02M
2
MCM
Maltese Capital Management
New York
-$958K
3
Morgan Stanley
Morgan Stanley
New York
-$952K
4
MA
Minerva Advisors
Pennsylvania
-$728K
5
BCM
Bridgeway Capital Management
Texas
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
51
Associated Banc-Corp
Wisconsin
$275K – – –
PP
52
PDT Partners
New York
$272K – – –
SM
53
Salzhauer Michael
$244K – – –
NCCM
54
Nine Chapters Capital Management
New Jersey
$243K -$119K -9,700 -34%
BA
55
BlackRock Advisors
Delaware
$219K -$12K -981 -6%
MA
56
Minerva Advisors
Pennsylvania
$210K -$728K -59,421 -79%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$208K -$159K -12,962 -45%
AI
58
Analytic Investors
California
$197K – – –
Citadel Advisors
59
Citadel Advisors
Florida
$185K -$90.6K -7,397 -34%
ARTA
60
A.R.T. Advisors
New York
$185K -$35.5K -2,900 -17%
GCP
61
GSA Capital Partners
United Kingdom
$174K +$162K +13,255 New
MAA
62
Mraz Amerine & Associates
California
$164K -$23.2K -1,897 -13%
PL
63
Parkwood LLC
Ohio
$160K +$149K +12,152 New
NSAM
64
North Star Asset Management
Wisconsin
$145K – – –
SWM
65
SVA Wealth Management
Wisconsin
$141K +$131K +10,718 New
CS
66
Credit Suisse
Switzerland
$134K +$125K +10,169 New
Citigroup
67
Citigroup
New York
$88K +$67.6K +5,520 +462%
Legal & General Group
68
Legal & General Group
United Kingdom
$84K – – –
UBS Group
69
UBS Group
Switzerland
$45K +$42K +3,430 New
Barclays
70
Barclays
United Kingdom
$38K +$21.5K +1,752 +153%
Creative Planning
71
Creative Planning
Kansas
$26K – – –
TRCT
72
Tower Research Capital (TRC)
New York
$22K +$5.89K +481 +41%
Teacher Retirement System of Texas
73
Teacher Retirement System of Texas
Texas
$14K +$12.8K +1,042 New
AllianceBernstein
74
AllianceBernstein
Tennessee
$12K – – –
BlackRock
75
BlackRock
New York
$12K – – –
1 2
3
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WSBF Hedge Fund Activity: Q4 2014 in Review

79 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2014, worth a combined $206M — up 18% from $175M a quarter earlier.

Fund positioning in WSBF was balanced in Q4 2014: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 21 trimmed.

The largest buyer was Lawrence B. Seidman, adding an estimated $2.89M. The largest seller was Wellington Management Group, cutting an estimated $4.02M.

  • 79 institutional investors held Waterstone Financial (WSBF) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $206M of Waterstone Financial stock for Q4 2014, up 18% quarter-over-quarter.
  • 11 funds opened new Waterstone Financial positions in Q4 2014 and 11 closed out, a net change of 0 holders.
  • The largest Waterstone Financial buyer in Q4 2014 was Lawrence B. Seidman, an estimated $2.89M added.
  • The largest Waterstone Financial seller in Q4 2014 was Wellington Management Group, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2014.