Waterstone Financial
WSBF
101 hedge funds and large institutions have $177M invested in Waterstone Financial in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 14 closing their positions.
9% more call options, than puts
Call options by funds: $12K | Put options by funds: $11K
2% more capital invested
Capital invested by funds: $174M → $177M (+$3.83M)
0.5% less ownership
Funds ownership: 53.89% → 53.39% (-0.5%)
5% less funds holding
Funds holding: 106 → 101 (-5)
23% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 43
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$4.64M |
| 2 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$693K |
| 3 |
Morgan Stanley
New York
|
+$665K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$581K |
| 5 |
State Street
Boston,
Massachusetts
|
+$484K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.99M |
| 2 |
BlackRock
New York
|
-$1M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$850K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$759K |
| 5 |
GC
Globeflex Capital
San Diego,
California
|
-$757K |
WSBF Hedge Fund Activity: Q1 2023 in Review
101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2023, worth a combined $177M — up 2.2% from $174M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of WSBF and 9 opened new positions — a net loss of 5 holders — while 43 trimmed existing stakes and 33 added.
The largest buyer was Rhino Investment Partners, adding an estimated $4.64M. The largest seller was Acadian Asset Management, cutting an estimated $1.99M.
- 101 institutional investors held Waterstone Financial (WSBF) as of Q1 2023, down from 106 in Q4 2022.
- Funds reported $177M of Waterstone Financial stock for Q1 2023, up 2.2% quarter-over-quarter.
- 9 funds opened new Waterstone Financial positions in Q1 2023 and 14 closed out, a net change of -5 holders.
- The largest Waterstone Financial buyer in Q1 2023 was Rhino Investment Partners, an estimated $4.64M added.
- The largest Waterstone Financial seller in Q1 2023 was Acadian Asset Management, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2023.