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Waterstone Financial
WSBF

Overview Fund Activity

88 hedge funds and large institutions have $149M invested in Waterstone Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
28
Closed
18
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.31M
2
BlackRock
BlackRock
New York
$23.8M
3
JGUA
John G. Ullman & Associates
New York
$856K
4
BCM
BHZ Capital Management
California
$453K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$715K

Top Sellers

1
SCP
Seizert Capital Partners
Michigan
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$18.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$1.89M
4
Millennium Management
Millennium Management
New York
$386K
5
AQR Capital Management
AQR Capital Management
Connecticut
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
51
Robeco Institutional Asset Management
Netherlands
$170K – – –
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$170K +$170K +11,965 New
DA
53
Denali Advisors
California
$169K – – –
FFA
54
Farther Finance Advisors
California
$162K +$19.9K +1,399 +14%
Mariner
55
Mariner
Kansas
$155K +$155K +10,889 New
First Trust Advisors
56
First Trust Advisors
Illinois
$151K +$151K +10,647 New
KTA
57
Keeley-Teton Advisors
Illinois
$142K – – –
MIM
58
MetLife Investment Management
New Jersey
$140K – – –
SG Americas Securities
59
SG Americas Securities
New York
$138K +$138K +9,719 New
AIG
60
American International Group
New York
$124K -$6.52K -459 -5%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$114K +$156 +11 +0.1%
EC
62
EntryPoint Capital
New York
$91.5K +$91.5K +6,447 New
Wells Fargo
63
Wells Fargo
California
$85K +$12.2K +862 +17%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$73.2K +$30.4K +2,142 +71%
TRCT
65
Tower Research Capital (TRC)
New York
$48.9K -$108K -7,637 -69%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$47.2K +$45K +3,167 +1,979%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$41.1K -$16.7K -1,174 -29%
Citigroup
68
Citigroup
New York
$40.1K +$36.9K +2,602 +1,156%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$39K +$33.1K +2,328 +556%
Osaic Holdings
70
Osaic Holdings
Arizona
$32.6K +$15.3K +1,078 +88%
BWM
71
BKM Wealth Management
Wisconsin
$28.4K +$28.4K +2,000 New
AIP
72
Ameritas Investment Partners
Nebraska
$25.9K – – –
AB
73
Amalgamated Bank
New York
$25K -$3.21K -222 -11%
Acadian Asset Management
74
Acadian Asset Management
Massachusetts
$24K – – –
Legal & General Group
75
Legal & General Group
United Kingdom
$20.9K – – –
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