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Waterstone Financial

114 hedge funds and large institutions have $262M invested in Waterstone Financial in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 110114 (+4)

0.08% less ownership

Funds ownership: 56.09%56.01% (-0.08%)

14% less capital invested

Capital invested by funds: $305M → $262M (-$42.9M)

56% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
23
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
76
Robeco Institutional Asset Management
Netherlands
$232K
AllianceBernstein
77
AllianceBernstein
Tennessee
$230K -$20.2K -1,000 -8%
BGIM
78
Brandywine Global Investment Management
Pennsylvania
$215K
DekaBank Deutsche Girozentrale
79
DekaBank Deutsche Girozentrale
Germany
$214K +$222K +10,974 New
DZ Bank
80
DZ Bank
Germany
$212K +$222K +10,974 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$212K -$56K -2,772 -20%
Legal & General Group
82
Legal & General Group
United Kingdom
$212K
AIG
83
American International Group
New York
$205K -$15.1K -747 -7%
KTA
84
Keeley-Teton Advisors
Illinois
$193K
Russell Investments Group
85
Russell Investments Group
United Kingdom
$113K +$56.1K +2,776 +89%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$95K
PA
87
Parallel Advisors
California
$78K -$19.6K -972 -19%
Barclays
88
Barclays
United Kingdom
$69K -$452K -22,386 -86%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$65K -$180K -8,930 -73%
AB
90
Amalgamated Bank
New York
$51K +$53.5K +2,647 New
AF
91
Amalgamated Financial
New York
$51K +$53.5K +2,647 New
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$42K
Canada Life
93
Canada Life
Manitoba, Canada
$37K -$8.08K -400 -18%
AIP
94
Ameritas Investment Partners
Nebraska
$35K
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$35K
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$32.7K -$81.2K -4,022 -70%
Citigroup
97
Citigroup
New York
$32K -$145K -7,162 -81%
Osaic Holdings
98
Osaic Holdings
Arizona
$24K -$626 -31 -2%
SPIA
99
Steward Partners Investment Advisory
New York
$23K -$4.04K -200 -14%
UBS Group
100
UBS Group
Switzerland
$22K -$175K -8,690 -89%

WSBF Hedge Fund Activity: Q1 2022 in Review

114 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2022, worth a combined $262M — down 14% from $305M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WSBF positions and 8 closed out — a net gain of 4 holders — while 23 added to existing stakes and 52 trimmed.

The largest buyer was State Street, adding an estimated $2.52M. The largest seller was Arrowstreet Capital, cutting an estimated $3.75M.

  • 114 institutional investors held Waterstone Financial (WSBF) as of Q1 2022, up from 110 in Q4 2021.
  • Funds reported $262M of Waterstone Financial stock for Q1 2022, down 14% quarter-over-quarter.
  • 12 funds opened new Waterstone Financial positions in Q1 2022 and 8 closed out, a net change of +4 holders.
  • The largest Waterstone Financial buyer in Q1 2022 was State Street, an estimated $2.52M added.
  • The largest Waterstone Financial seller in Q1 2022 was Arrowstreet Capital, an estimated $3.75M sold.

Based on aggregated 13F filings for Q1 2022.