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Waterstone Financial
WSBF

Overview Fund Activity

96 hedge funds and large institutions have $222M invested in Waterstone Financial in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
27
Reduced
36
Closed
8
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
+$586K

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$7.63M
2
DCM
Driehaus Capital Management
Illinois
$1.42M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
$1.22M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$20.1M

Top Sellers

1
PAM
Panagora Asset Management
Massachusetts
$264K
2
Invesco
Invesco
Georgia
$753K
3
JWM
Jacobus Wealth Management
Wisconsin
$883K
4
Deutsche Bank
Deutsche Bank
Germany
$1.36M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$314K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$148K -$4.75K -310 -3%
Morgan Stanley
77
Morgan Stanley
New York
$147K -$31K -2,025 -17%
APSP
78
Asset Planning Services (Pennsylvania)
Pennsylvania
$138K – – –
BlackRock
79
BlackRock
New York
$103K +$72.5K +4,741 +237%
Legal & General Group
80
Legal & General Group
United Kingdom
$83K – – –
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$71K -$2.79K -183 -4%
Creative Planning
82
Creative Planning
Kansas
$71K +$16.7K +1,097 +31%
Barclays
83
Barclays
United Kingdom
$65K -$2.14K -141 -3%
AIM
84
Acrospire Investment Management
Illinois
$61K +$61K +3,993 New
PCM
85
Prelude Capital Management
New York
$35K +$35K +2,300 New
Bank of America
86
Bank of America
North Carolina
$29K +$16.6K +1,095 +134%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$27K – – –
Federated Hermes
88
Federated Hermes
Pennsylvania
$16K +$13K +855 +428%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$15.2K +$15.2K +991 New
CG
90
Cutler Group
California
$13K -$5.08K -335 -28%
QCG
91
Quadrant Capital Group
Ohio
$12K – – –
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$9K – – –
HIM
93
Hillsdale Investment Management
Ontario, Canada
$8K -$2.08K -130 -21%
SEI Investments
94
SEI Investments
Pennsylvania
$6K +$6K +397 New
TRCT
95
Tower Research Capital (TRC)
New York
$5K +$5K +353 New
QI
96
QS Investors
New York
$1K – – –
MERSOM
97
Municipal Employees' Retirement System of Michigan
Michigan
– -$313K -22,900 Closed
Citigroup
98
Citigroup
New York
– -$293K -21,408 Closed
BCM
99
BlueCrest Capital Management
Jersey
– -$169K -12,381 Closed
Bank of Nova Scotia
100
Bank of Nova Scotia
Ontario, Canada
– -$156K -11,400 Closed
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