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Waterstone Financial

102 hedge funds and large institutions have $292M invested in Waterstone Financial in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $268M → $292M (+$23.2M)

5% more funds holding

Funds holding: 97102 (+5)

0.83% more ownership

Funds ownership: 57.99%58.81% (+0.83%)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
37
Reduced
33
Closed
6
Calls
$5.12M
Puts
Net Calls
+$5.12M
Net Calls Change
+$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
76
MetLife Investment Management
New Jersey
$186K
ZCM
77
Zebra Capital Management
Connecticut
$181K +$176K +10,616 New
APG Asset Management
78
APG Asset Management
Netherlands
$178K +$198K +11,900 New
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$176K -$28.3K -1,705 -14%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$161K
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$141K
Citigroup
82
Citigroup
New York
$106K +$5.5K +331 +6%
Legal & General Group
83
Legal & General Group
United Kingdom
$100K
PAM
84
Panagora Asset Management
Massachusetts
$85K
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$70K -$17.8K -1,069 -21%
APSP
86
Asset Planning Services (Pennsylvania)
Pennsylvania
$62K
Canada Life
87
Canada Life
Manitoba, Canada
$61K +$382 +23 +0.6%
Morgan Stanley
88
Morgan Stanley
New York
$54K -$236K -14,185 -82%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$46K
AIP
90
Ameritas Investment Partners
Nebraska
$40K
MAM
91
Meeder Asset Management
Ohio
$38K +$22.8K +1,371 +169%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$34K +$33.5K +2,016 New
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$23K -$54.8K -3,300 -71%
AG
94
Advisor Group
Arizona
$23K +$5.98K +360 +36%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$15K +$1.26K +76 +10%
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$14K -$17 -1 -0.1%
MG
97
MilWealth Group
Wisconsin
$11.4K
PCM
98
Prelude Capital Management
New York
$8K +$7.94K +478 New
Twin Tree Management
99
Twin Tree Management
Texas
$6K +$6K +361 New
DA
100
Denali Advisors
California
$1K -$1.35K -81 -69%

WSBF Hedge Fund Activity: Q2 2019 in Review

102 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q2 2019, worth a combined $292M — up 8.6% from $268M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WSBF positions and 6 closed out — a net gain of 7 holders — while 37 added to existing stakes and 33 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $2.44M. The largest seller was Banc Funds Company, cutting an estimated $2.85M.

  • 102 institutional investors held Waterstone Financial (WSBF) as of Q2 2019, up from 97 in Q1 2019.
  • Funds reported $292M of Waterstone Financial stock for Q2 2019, up 8.6% quarter-over-quarter.
  • 13 funds opened new Waterstone Financial positions in Q2 2019 and 6 closed out, a net change of +7 holders.
  • The largest Waterstone Financial buyer in Q2 2019 was Arrowstreet Capital, an estimated $2.44M added.
  • The largest Waterstone Financial seller in Q2 2019 was Banc Funds Company, an estimated $2.85M sold.

Based on aggregated 13F filings for Q2 2019.