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Waterstone Financial

88 hedge funds and large institutions have $146M invested in Waterstone Financial in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $127M → $146M (+$19.6M)

7% more funds holding

Funds holding: 8288 (+6)

0.7% more ownership

Funds ownership: 50.48%51.17% (+0.7%)

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
31
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$154K +$152K +10,487 New
Mariner
52
Mariner
Kansas
$151K +$738 +51 +0.5%
KTA
53
Keeley-Teton Advisors
Illinois
$147K
Mirae Asset Global ETFs Holdings
54
Mirae Asset Global ETFs Holdings
Hong Kong
$132K +$12.1K +835 +10%
CF
55
Corebridge Financial
Texas
$126K -$3.72K -257 -3%
Wells Fargo
56
Wells Fargo
California
$109K +$2.2K +152 +2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$74.5K +$17K +1,176 +30%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$54K +$752 +52 +1%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$53.3K +$6.05K +418 +13%
TRCT
60
Tower Research Capital (TRC)
New York
$45.4K +$6.1K +422 +16%
Osaic Holdings
61
Osaic Holdings
Arizona
$31.7K +$14 +1 +0%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$30.1K -$86.8K -6,000 -75%
AIP
63
Ameritas Investment Partners
Nebraska
$26.8K
OC
64
Oarsman Capital
Wisconsin
$24.2K +$23.8K +1,645 New
Legal & General Group
65
Legal & General Group
United Kingdom
$21.6K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$20.1K
Canada Life
67
Canada Life
Manitoba, Canada
$20K +$2.52K +174 +15%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$17.5K
AAP
69
Arax Advisory Partners
Colorado
$14K
AB
70
Amalgamated Bank
New York
$11K
CPA
71
Capital Performance Advisors
California
$7.14K +$7.03K +486 New
Russell Investments Group
72
Russell Investments Group
United Kingdom
$5.28K +$3.41K +236 +192%
SAM
73
Smartleaf Asset Management
Massachusetts
$4.45K +$796 +55 +22%
EWA
74
EverSource Wealth Advisors
Alabama
$4.14K
AF
75
Allworth Financial
California
$1.93K

WSBF Hedge Fund Activity: Q3 2024 in Review

88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q3 2024, worth a combined $146M — up 15% from $127M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WSBF positions and 4 closed out — a net gain of 6 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was John G. Ullman & Associates, adding an estimated $818K. The largest seller was Brandywine Global Investment Management, cutting an estimated $671K.

  • 88 institutional investors held Waterstone Financial (WSBF) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $146M of Waterstone Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 10 funds opened new Waterstone Financial positions in Q3 2024 and 4 closed out, a net change of +6 holders.
  • The largest Waterstone Financial buyer in Q3 2024 was John G. Ullman & Associates, an estimated $818K added.
  • The largest Waterstone Financial seller in Q3 2024 was Brandywine Global Investment Management, an estimated $671K sold.

Based on aggregated 13F filings for Q3 2024.