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Waterstone Financial

102 hedge funds and large institutions have $292M invested in Waterstone Financial in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $268M → $292M (+$23.2M)

5% more funds holding

Funds holding: 97102 (+5)

0.83% more ownership

Funds ownership: 57.99%58.81% (+0.83%)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
37
Reduced
33
Closed
6
Calls
$5.12M
Puts
Net Calls
+$5.12M
Net Calls Change
+$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$469K -$1.66K -100 -0.4%
MCM
52
Matarin Capital Management
New York
$435K +$49.9K +3,003 +13%
LPL Financial
53
LPL Financial
California
$406K -$97.8K -5,886 -20%
AQR Capital Management
54
AQR Capital Management
Connecticut
$399K
Bank of America
55
Bank of America
North Carolina
$394K +$114K +6,861 +42%
UBS AM
56
UBS AM
Illinois
$373K +$187K +11,279 +106%
Deutsche Bank
57
Deutsche Bank
Germany
$360K -$220K -13,246 -38%
ABC
58
Associated Banc-Corp
Wisconsin
$357K
AllianceBernstein
59
AllianceBernstein
Tennessee
$345K +$19.9K +1,200 +6%
Citadel Advisors
60
Citadel Advisors
Florida
$303K +$295K +17,748 New
Squarepoint
61
Squarepoint
New York
$300K +$292K +17,589 New
WG
62
Winton Group
United Kingdom
$292K -$19.3K -1,159 -6%
KTA
63
Keeley-Teton Advisors
Illinois
$290K -$16.6K -1,000 -6%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$284K -$41K -2,466 -13%
SEI Investments
65
SEI Investments
Pennsylvania
$282K +$110K +6,646 +61%
AG
66
Aperio Group
California
$277K +$10.6K +638 +4%
Barclays
67
Barclays
United Kingdom
$277K +$145K +8,725 +117%
CS
68
Credit Suisse
Switzerland
$275K -$106K -6,385 -28%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$269K +$262K +15,786 New
AIG
70
American International Group
New York
$264K -$5.18K -312 -2%
Millennium Management
71
Millennium Management
New York
$257K +$250K +15,043 New
VOYA Investment Management
72
VOYA Investment Management
Georgia
$239K -$13.1K -787 -5%
OAM
73
Oxford Asset Management
United Kingdom
$202K +$197K +11,858 New
NSAM
74
North Star Asset Management
Wisconsin
$199K
UBS Group
75
UBS Group
Switzerland
$191K +$56.9K +3,428 +44%

WSBF Hedge Fund Activity: Q2 2019 in Review

102 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q2 2019, worth a combined $292M — up 8.6% from $268M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WSBF positions and 6 closed out — a net gain of 7 holders — while 37 added to existing stakes and 33 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $2.44M. The largest seller was Banc Funds Company, cutting an estimated $2.85M.

  • 102 institutional investors held Waterstone Financial (WSBF) as of Q2 2019, up from 97 in Q1 2019.
  • Funds reported $292M of Waterstone Financial stock for Q2 2019, up 8.6% quarter-over-quarter.
  • 13 funds opened new Waterstone Financial positions in Q2 2019 and 6 closed out, a net change of +7 holders.
  • The largest Waterstone Financial buyer in Q2 2019 was Arrowstreet Capital, an estimated $2.44M added.
  • The largest Waterstone Financial seller in Q2 2019 was Banc Funds Company, an estimated $2.85M sold.

Based on aggregated 13F filings for Q2 2019.