We are live on ! Find out more
WSBF icon

Waterstone Financial

93 hedge funds and large institutions have $164M invested in Waterstone Financial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $13K | Put options by funds: $6K

1.14% less ownership

Funds ownership: 53.39%52.25% (-1.1%)

8% less capital invested

Capital invested by funds: $177M → $164M (-$13.5M)

8% less funds holding

Funds holding: 10193 (-8)

33% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 43

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
93
Holders Change
-8
Holders Change %
-7.92%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
43
Closed
15
Calls
$13K
Puts
$6K
Net Calls
+$7K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
76
Amalgamated Bank
New York
$28K -$1.7K -119 -6%
AIP
77
Ameritas Investment Partners
Nebraska
$26.4K
Legal & General Group
78
Legal & General Group
United Kingdom
$25.2K -$139K -9,746 -85%
Acadian Asset Management
79
Acadian Asset Management
Massachusetts
$24K -$220K -15,391 -90%
Canada Life
80
Canada Life
Manitoba, Canada
$20K -$12.4K -868 -38%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$14.7K
Osaic Holdings
82
Osaic Holdings
Arizona
$14.1K
QCG
83
Quadrant Capital Group
Ohio
$9.17K -$38.6K -2,703 -81%
TRCT
84
Tower Research Capital (TRC)
New York
$7.85K -$1.28K -90 -14%
US Bancorp
85
US Bancorp
Minnesota
$6.81K -$1.84K -129 -22%
QC
86
Quent Capital
New York
$6.57K
S
87
SignatureFD
Georgia
$6.2K -$7.51K -526 -55%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$6K -$257 -18 -4%
LC
89
Lindbrook Capital
California
$2.39K -$6.36K -445 -73%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$2.32K +$628 +44 +38%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$101 -$229 -16 -70%
HNB
92
Huntington National Bank
Ohio
$14
DZ Bank
93
DZ Bank
Germany
-$1.1M -73,030 Closed
JFGIW
94
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$830K -54,865 Closed
Swiss National Bank
95
Swiss National Bank
Switzerland
-$616K -40,700 Closed
CS
96
Credit Suisse
Switzerland
-$461K -30,475 Closed
VIA
97
Virtus Investment Advisers
Connecticut
-$347K -22,965 Closed
GCP
98
GSA Capital Partners
United Kingdom
-$235K -15,542 Closed
First Trust Advisors
99
First Trust Advisors
Illinois
-$167K -11,022 Closed
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
-$161K -10,974 Closed

WSBF Hedge Fund Activity: Q2 2023 in Review

93 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q2 2023, worth a combined $164M — down 7.6% from $177M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of WSBF and 7 opened new positions — a net loss of 8 holders — while 43 trimmed existing stakes and 29 added.

The largest buyer was Arrowstreet Capital, adding an estimated $1.88M. The largest seller was State Street, cutting an estimated $3.08M.

  • 93 institutional investors held Waterstone Financial (WSBF) as of Q2 2023, down from 101 in Q1 2023.
  • Funds reported $164M of Waterstone Financial stock for Q2 2023, down 7.6% quarter-over-quarter.
  • 7 funds opened new Waterstone Financial positions in Q2 2023 and 15 closed out, a net change of -8 holders.
  • The largest Waterstone Financial buyer in Q2 2023 was Arrowstreet Capital, an estimated $1.88M added.
  • The largest Waterstone Financial seller in Q2 2023 was State Street, an estimated $3.08M sold.

Based on aggregated 13F filings for Q2 2023.