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Waterstone Financial
WSBF

Overview Fund Activity

88 hedge funds and large institutions have $149M invested in Waterstone Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
28
Closed
18
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.31M
2
BlackRock
BlackRock
New York
$23.8M
3
JGUA
John G. Ullman & Associates
New York
$856K
4
BCM
BHZ Capital Management
California
$453K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$715K

Top Sellers

1
SCP
Seizert Capital Partners
Michigan
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$18.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$1.89M
4
Millennium Management
Millennium Management
New York
$386K
5
AQR Capital Management
AQR Capital Management
Connecticut
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$18K -$1.6K -114 -8%
ACM
77
Aquatic Capital Management
Illinois
$16K -$30.5K -2,100 -66%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$14.4K – – –
EWA
79
EverSource Wealth Advisors
Alabama
$4K +$2.37K +167 +145%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$3.89K -$70.1K -4,935 -95%
GWS
81
Glassman Wealth Services
Virginia
$2.17K +$2.17K +153 New
PWMG
82
Private Wealth Management Group
New Jersey
$1.85K +$1.85K +130 New
AW
83
Avion Wealth
Texas
$1K +$1K +45 New
HNB
84
Huntington National Bank
Ohio
$951 +$937 +66 +6,600%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$852 -$13K -914 -94%
QC
86
Quent Capital
New York
$10 – – –
SCP
87
Seizert Capital Partners
Michigan
– -$1.71M -155,904 Closed
Jacobs Levy Equity Management
88
Jacobs Levy Equity Management
New Jersey
– -$582K -53,114 Closed
CSS
89
Cubist Systematic Strategies
Connecticut
– -$289K -26,348 Closed
CT
90
Chicago Trust
Illinois
– -$274K -25,000 Closed
GLA
91
Great Lakes Advisors
Illinois
– -$219K -20,000 Closed
AL
92
Arnhold LLC
New York
– -$219K -20,000 Closed
HWAM
93
Hennion & Walsh Asset Management
New Jersey
– -$154K -14,038 Closed
Ameriprise
94
Ameriprise
Minnesota
– -$151K -13,791 Closed
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$120K -10,996 Closed
CAM
96
Cresset Asset Management
Illinois
– -$120K -10,915 Closed
EC
97
Elequin Capital
New York
– -$115K -10,509 Closed
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
– -$76.6K -6,995 Closed
PMEF
99
Point72 Middle East FZE
United Arab Emirates
– -$23.3K -2,127 Closed
PA
100
Parallel Advisors
California
– -$5.43K -496 Closed
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