Waterstone Financial
WSBF
110 hedge funds and large institutions have $290M invested in Waterstone Financial in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
6% more funds holding
Funds holding: 104 → 110 (+6)
4% more capital invested
Capital invested by funds: $278M → $290M (+$12.1M)
0.24% more ownership
Funds ownership: 56.12% → 56.36% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 37
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $328K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$4.38M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.39M |
| 3 |
Renaissance Technologies
New York
|
+$1.02M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$606K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$588K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$4.58M |
| 2 |
BlackRock
New York
|
-$1.37M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.1M |
| 4 |
GC
Globeflex Capital
San Diego,
California
|
-$778K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$749K |
WSBF Hedge Fund Activity: Q3 2021 in Review
110 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q3 2021, worth a combined $290M — up 4.3% from $278M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WSBF positions and 7 closed out — a net gain of 6 holders — while 37 added to existing stakes and 37 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $4.38M. The largest seller was Acadian Asset Management, cutting an estimated $4.58M.
- 110 institutional investors held Waterstone Financial (WSBF) as of Q3 2021, up from 104 in Q2 2021.
- Funds reported $290M of Waterstone Financial stock for Q3 2021, up 4.3% quarter-over-quarter.
- 13 funds opened new Waterstone Financial positions in Q3 2021 and 7 closed out, a net change of +6 holders.
- The largest Waterstone Financial buyer in Q3 2021 was Hotchkis & Wiley Capital Management, an estimated $4.38M added.
- The largest Waterstone Financial seller in Q3 2021 was Acadian Asset Management, an estimated $4.58M sold.
Based on aggregated 13F filings for Q3 2021.