Waterstone Financial
WSBF
106 hedge funds and large institutions have $302M invested in Waterstone Financial in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 12 closing their positions.
1% more capital invested
Capital invested by funds: $298M → $302M (+$4.45M)
0.22% more ownership
Funds ownership: 59.19% → 59.41% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 39
6% less funds holding
Funds holding: 113 → 106 (-7)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$2.09M |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
+$1.5M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.36M |
| 4 |
LBS
Lawrence B. Seidman
|
+$867K |
| 5 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
+$867K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.67M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.37M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$1.17M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$834K |
| 5 |
SIM
Spark Investment Management
New York
|
-$693K |
WSBF Hedge Fund Activity: Q1 2018 in Review
106 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2018, worth a combined $302M — up 1.5% from $298M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of WSBF and 5 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 39 added.
The largest buyer was Driehaus Capital Management, adding an estimated $2.09M. The largest seller was Millennium Management, cutting an estimated $1.67M.
- 106 institutional investors held Waterstone Financial (WSBF) as of Q1 2018, down from 113 in Q4 2017.
- Funds reported $302M of Waterstone Financial stock for Q1 2018, up 1.5% quarter-over-quarter.
- 5 funds opened new Waterstone Financial positions in Q1 2018 and 12 closed out, a net change of -7 holders.
- The largest Waterstone Financial buyer in Q1 2018 was Driehaus Capital Management, an estimated $2.09M added.
- The largest Waterstone Financial seller in Q1 2018 was Millennium Management, an estimated $1.67M sold.
Based on aggregated 13F filings for Q1 2018.