Waterstone Financial
WSBF
81 hedge funds and large institutions have $204M invested in Waterstone Financial in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 4 closing their positions.
2,195% more call options, than puts
Call options by funds: $3.97M | Put options by funds: $173K
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
48% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 21
3% more funds holding
Funds holding: 79 → 81 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $206M → $204M (-$1.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBS
Lawrence B. Seidman
|
+$988K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$852K |
| 3 |
Renaissance Technologies
New York
|
+$787K |
| 4 |
State Street
Boston,
Massachusetts
|
+$775K |
| 5 |
RA
Raffles Associates
New York
|
+$645K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$2.13M |
| 2 |
Morgan Stanley
New York
|
-$1.23M |
| 3 |
PP
PDT Partners
New York
|
-$272K |
| 4 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$219K |
| 5 |
PL
Parkwood LLC
Cleveland,
Ohio
|
-$160K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BlackRock
New York
| $12K | – | – | – |
|
77
BNP Paribas Financial Markets
Paris,
France
| $10.4K | +$10.4K | +808 | New |
|
78
Zurich Cantonal Bank
Zurich,
Switzerland
| $6K | +$5.65K | +438 | New |
|
79
Federated Hermes
Pittsburgh,
Pennsylvania
| $4K | -$413 | -32 | -9% |
|
80
Bank of America
Charlotte,
North Carolina
| $2K | +$2.49K | +193 | New |
|
81
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $263 | -$15.9K | -1,232 | -6% |
|
|
PP
82
PDT Partners
New York
| – | -$272K | -20,716 | Closed |
|
|
PL
83
Parkwood LLC
Cleveland,
Ohio
| – | -$160K | -12,152 | Closed |
|
|
SWM
84
SVA Wealth Management
Madison,
Wisconsin
| – | -$141K | -10,718 | Closed |
|
|
BRWA
85
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$107 | -8,163 | Closed |
|
WSBF Hedge Fund Activity: Q1 2015 in Review
81 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2015, worth a combined $204M — down 0.68% from $206M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WSBF positions and 4 closed out — a net gain of 3 holders — while 31 added to existing stakes and 21 trimmed.
The largest buyer was Lawrence B. Seidman, adding an estimated $988K. The largest seller was Maltese Capital Management, cutting an estimated $2.13M.
- 81 institutional investors held Waterstone Financial (WSBF) as of Q1 2015, up from 79 in Q4 2014.
- Funds reported $204M of Waterstone Financial stock for Q1 2015, down 0.68% quarter-over-quarter.
- 7 funds opened new Waterstone Financial positions in Q1 2015 and 4 closed out, a net change of +3 holders.
- The largest Waterstone Financial buyer in Q1 2015 was Lawrence B. Seidman, an estimated $988K added.
- The largest Waterstone Financial seller in Q1 2015 was Maltese Capital Management, an estimated $2.13M sold.
Based on aggregated 13F filings for Q1 2015.