Waterstone Financial
WSBF
115 hedge funds and large institutions have $310M invested in Waterstone Financial in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
57.3% more ownership
Funds ownership: 0% → 57.3% (+57%)
33% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 36
13% more capital invested
Capital invested by funds: $274M → $310M (+$36.1M)
4% more funds holding
Funds holding: 111 → 115 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.4M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.32M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.06M |
| 4 |
Renaissance Technologies
New York
|
+$1.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
-$4.39M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$3.32M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.2M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$999K |
| 5 |
LBS
Lawrence B. Seidman
|
-$911K |
WSBF Hedge Fund Activity: Q4 2016 in Review
115 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2016, worth a combined $310M — up 13% from $274M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WSBF positions and 9 closed out — a net gain of 6 holders — while 48 added to existing stakes and 36 trimmed.
The largest buyer was Invesco, adding an estimated $2.4M. The largest seller was Stilwell Value, exiting entirely with an estimated $4.39M sold.
- 115 institutional investors held Waterstone Financial (WSBF) as of Q4 2016, up from 111 in Q3 2016.
- Funds reported $310M of Waterstone Financial stock for Q4 2016, up 13% quarter-over-quarter.
- 15 funds opened new Waterstone Financial positions in Q4 2016 and 9 closed out, a net change of +6 holders.
- The largest Waterstone Financial buyer in Q4 2016 was Invesco, an estimated $2.4M added.
- The largest Waterstone Financial seller in Q4 2016 was Stilwell Value, an estimated $4.39M sold.
Based on aggregated 13F filings for Q4 2016.