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Waterstone Financial
WSBF

Overview Fund Activity

94 hedge funds and large institutions have $194M invested in Waterstone Financial in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
38
Reduced
28
Closed
11
Calls
–
Puts
$1.91M
Net Calls
-$1.91M
Net Calls Change
-$1.89M

Top Buyers

1
SCM
Stadium Capital Management
Connecticut
+$1M
2
Renaissance Technologies
Renaissance Technologies
New York
+$922K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$748K
4
PPA
Parametric Portfolio Associates
Washington
+$709K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$704K

Top Sellers

1
PAM
Panagora Asset Management
Massachusetts
-$2.45M
2
Invesco
Invesco
Georgia
-$1.08M
3
MFP
Michael F. Price
-$816K
4
GC
Globeflex Capital
California
-$557K
5
TC
TFS Capital
Pennsylvania
-$485K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$137K +$7.97K +580 +6%
KAM
77
Keeley Asset Management
Illinois
$137K +$137K +10,000 New
APSP
78
Asset Planning Services (Pennsylvania)
Pennsylvania
$123K +$123K +9,000 New
BG
79
BlackRock Group
United Kingdom
$111K +$62.2K +4,533 +127%
Legal & General Group
80
Legal & General Group
United Kingdom
$76K -$12.2K -879 -14%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$66K – – –
Barclays
82
Barclays
United Kingdom
$58K +$58K +4,429 New
Creative Planning
83
Creative Planning
Kansas
$49K +$21.4K +1,557 +78%
BlackRock
84
BlackRock
New York
$27K +$14.8K +1,097 +122%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$24K – – –
CG
86
Cutler Group
California
$16K -$44.7K -3,334 -74%
Bank of America
87
Bank of America
North Carolina
$11K +$2.21K +164 +25%
QCG
88
Quadrant Capital Group
Ohio
$11K +$11K +808 New
HIM
89
Hillsdale Investment Management
Ontario, Canada
$9K +$1.43K +100 +19%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$8K – – –
Geode Capital Management
91
Geode Capital Management
Massachusetts
$3.38K +$70 +5,120 +2%
Federated Hermes
92
Federated Hermes
Pennsylvania
$3K +$1.11K +74 +59%
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$3K +$3K +219 New
QI
94
QS Investors
New York
$1K – – –
GC
95
Globeflex Capital
California
– -$557K -39,480 Closed
TC
96
TFS Capital
Pennsylvania
– -$485K -34,380 Closed
EEG
97
E.E. Geduld
– -$282K -20,000 Closed
SIM
98
Spark Investment Management
New York
– -$252K -17,900 Closed
DIA
99
Denver Investment Advisors
Colorado
– -$238K -16,877 Closed
MA
100
Minerva Advisors
Pennsylvania
– -$181K -12,829 Closed
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