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Waterstone Financial
WSBF

79 hedge funds and large institutions have $206M invested in Waterstone Financial in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

18% more capital invested

Capital invested by funds: $175M → $206M (+$31.3M)

0% more funds holding

Funds holding: 79 → 79 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
31
Reduced
21
Closed
11
Calls
$4.1M
Puts
–
Net Calls
+$4.1M
Net Calls Change
+$3.82M

Top Buyers

Rank Fund Capital Flow
1
LBS
Lawrence B. Seidman
+$2.89M
2
SCP
Seizert Capital Partners
Michigan
+$2.54M
3
MCP
Moab Capital Partners
New York
+$1.69M
4
BFA
BlackRock Fund Advisors
California
+$1.62M
5
Invesco
Invesco
Georgia
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.02M
2
MCM
Maltese Capital Management
New York
-$958K
3
Morgan Stanley
Morgan Stanley
New York
-$952K
4
MA
Minerva Advisors
Pennsylvania
-$728K
5
BCM
Bridgeway Capital Management
Texas
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
76
Russell Frank Company
Washington
$11K +$10.3K +838 New
Federated Hermes
77
Federated Hermes
Pennsylvania
$5K +$12 +1 +0.3%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$285 – – –
BRWA
79
B. Riley Wealth Advisors
Florida
$107 +$100K +8,163 New
BCM
80
Bridgeway Capital Management
Texas
– -$554K -47,973 Closed
Two Sigma Advisers
81
Two Sigma Advisers
New York
– -$414K -35,826 Closed
BIG
82
Blackthorn Investment Group
Kansas
– -$289K -25,000 Closed
Millennium Management
83
Millennium Management
New York
– -$272K -23,533 Closed
Goldman Sachs
84
Goldman Sachs
New York
– -$208K -18,002 Closed
LP
85
LMR Partners
United Kingdom
– -$194K -16,755 Closed
ProShare Advisors
86
ProShare Advisors
Maryland
– -$156K -13,513 Closed
MAM
87
Martingale Asset Management
Massachusetts
– -$151K -13,061 Closed
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
– -$22.9K -1,979 Closed
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
– -$19K -1,645 Closed
Bank of America
90
Bank of America
North Carolina
– -$14K -1,216 Closed
1 2 3
4

WSBF Hedge Fund Activity: Q4 2014 in Review

79 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2014, worth a combined $206M — up 18% from $175M a quarter earlier.

Fund positioning in WSBF was balanced in Q4 2014: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 21 trimmed.

The largest buyer was Lawrence B. Seidman, adding an estimated $2.89M. The largest seller was Wellington Management Group, cutting an estimated $4.02M.

  • 79 institutional investors held Waterstone Financial (WSBF) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $206M of Waterstone Financial stock for Q4 2014, up 18% quarter-over-quarter.
  • 11 funds opened new Waterstone Financial positions in Q4 2014 and 11 closed out, a net change of 0 holders.
  • The largest Waterstone Financial buyer in Q4 2014 was Lawrence B. Seidman, an estimated $2.89M added.
  • The largest Waterstone Financial seller in Q4 2014 was Wellington Management Group, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2014.