Waterstone Financial
WSBF
98 hedge funds and large institutions have $276M invested in Waterstone Financial in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
2% more funds holding
Funds holding: 96 → 98 (+2)
0.52% more ownership
Funds ownership: 57.21% → 57.74% (+0.52%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 34
4% less capital invested
Capital invested by funds: $288M → $276M (-$11.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$4.1M |
| 2 |
SCM
Stadium Capital Management
New Canaan,
Connecticut
|
+$2.77M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$921K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$708K |
| 5 |
BlackRock
New York
|
+$468K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
-$3.02M |
| 2 |
Renaissance Technologies
New York
|
-$2.98M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.03M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$763K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$702K |
WSBF Hedge Fund Activity: Q4 2018 in Review
98 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2018, worth a combined $276M — down 4.1% from $288M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WSBF positions and 5 closed out — a net gain of 3 holders — while 34 added to existing stakes and 34 trimmed.
The largest buyer was Uniplan Investment Counsel, opening a new position worth an estimated $4.1M. The largest seller was Schwerin Boyle Capital Management, cutting an estimated $3.02M.
- 98 institutional investors held Waterstone Financial (WSBF) as of Q4 2018, up from 96 in Q3 2018.
- Funds reported $276M of Waterstone Financial stock for Q4 2018, down 4.1% quarter-over-quarter.
- 8 funds opened new Waterstone Financial positions in Q4 2018 and 5 closed out, a net change of +3 holders.
- The largest Waterstone Financial buyer in Q4 2018 was Uniplan Investment Counsel, an estimated $4.1M added.
- The largest Waterstone Financial seller in Q4 2018 was Schwerin Boyle Capital Management, an estimated $3.02M sold.
Based on aggregated 13F filings for Q4 2018.