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Waterstone Financial

101 hedge funds and large institutions have $177M invested in Waterstone Financial in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-5
Holders Change %
-4.72%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
33
Reduced
43
Closed
14
Calls
$12K
Puts
$11K
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$63.5K
Wells Fargo
77
Wells Fargo
California
$59.9K +$49.7K +3,285 +486%
QCG
78
Quadrant Capital Group
Ohio
$50.5K +$15.3K +1,010 +43%
PA
79
Parallel Advisors
California
$41.1K -$5.08K -336 -11%
Canada Life
80
Canada Life
Manitoba, Canada
$34K -$1.03K -69 -3%
AB
81
Amalgamated Bank
New York
$31K -$8.03K -537 -21%
AIP
82
Ameritas Investment Partners
Nebraska
$27.6K
BAM
83
Belpointe Asset Management
Nevada
$26.8K +$11.1K +733 +71%
DA
84
Denali Advisors
California
$22.7K +$22.7K +1,500 New
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$15.4K
Osaic Holdings
86
Osaic Holdings
Arizona
$14.7K -$5.19K -343 -26%
S
87
SignatureFD
Georgia
$14.4K +$11.3K +747 +361%
AF
88
Allworth Financial
California
$12.7K +$11K +726 +654%
TRCT
89
Tower Research Capital (TRC)
New York
$10K -$94.7K -5,982 -90%
LC
90
Lindbrook Capital
California
$9.23K +$7.72K +510 +510%
US Bancorp
91
US Bancorp
Minnesota
$9.06K +$3.06K +202 +51%
Citigroup
92
Citigroup
New York
$7.17K -$2K -132 -22%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$7K +$288 +18 +4%
QC
94
Quent Capital
New York
$6.86K +$15 +1 +0.2%
C
95
Covestor
United Kingdom
$3K -$222 -17 -7%
MCM
96
Manchester Capital Management
Vermont
$2.03K +$681 +45 +51%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$1.76K
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$707 -$491 -32,490 -41%
EI
99
Ellevest Inc
New York
$545 +$545 +36 New
HNB
100
Huntington National Bank
Ohio
$15