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Waterstone Financial
WSBF

82 hedge funds and large institutions have $127M invested in Waterstone Financial in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $123M → $127M (+$3.92M)

0.13% more ownership

Funds ownership: 50.34% → 50.48% (+0.13%)

4% less funds holding

Funds holding: 85 → 82 (-3)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIP
Rhino Investment Partners
Pennsylvania
+$1.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$352K
3
Goldman Sachs
Goldman Sachs
New York
+$350K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$304K
5
Jane Street
Jane Street
New York
+$261K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.09M
2
Invesco
Invesco
Georgia
-$482K
3
GCP
GSA Capital Partners
United Kingdom
-$355K
4
Renaissance Technologies
Renaissance Technologies
New York
-$300K
5
QC
Quadrature Capital
United Kingdom
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
76
MassMutual Private Wealth & Trust
Connecticut
$537 +$228 +19 +83%
IC
77
Innealta Capital
Texas
$192 +$180 +15 New
RIL
78
Rothschild Investment LLC
Illinois
$128 +$120 +10 New
HNB
79
Huntington National Bank
Ohio
$13 – – –
QC
80
Quent Capital
New York
$9 +$12 +1 New
GCP
81
GSA Capital Partners
United Kingdom
– -$355K -29,169 Closed
QC
82
Quadrature Capital
United Kingdom
– -$274K -22,555 Closed
BCM
83
BHZ Capital Management
California
– -$262K -21,568 Closed
Citadel Advisors
84
Citadel Advisors
Florida
– -$212K -17,388 Closed
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
– -$218K -14,429 Closed
Deutsche Bank
86
Deutsche Bank
Germany
– -$157K -12,914 Closed
Federated Hermes
87
Federated Hermes
Pennsylvania
– -$151K -12,404 Closed
DA
88
Denali Advisors
California
– -$145K -11,900 Closed
First Trust Advisors
89
First Trust Advisors
Illinois
– -$123K -10,092 Closed
AIG
90
American International Group
New York
– -$104K -8,555 Closed
NC
91
nVerses Capital
Florida
– -$37.7K -3,100 Closed
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
– -$12.4K -1,016 Closed
AWM
93
Avior Wealth Management
Nebraska
– -$48 -4 Closed
1 2 3
4

WSBF Hedge Fund Activity: Q2 2024 in Review

82 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q2 2024, worth a combined $127M — up 3.2% from $123M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of WSBF and 10 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 25 added.

The largest buyer was Rhino Investment Partners, adding an estimated $1.4M. The largest seller was Dimensional Fund Advisors, cutting an estimated $1.09M.

  • 82 institutional investors held Waterstone Financial (WSBF) as of Q2 2024, down from 85 in Q1 2024.
  • Funds reported $127M of Waterstone Financial stock for Q2 2024, up 3.2% quarter-over-quarter.
  • 10 funds opened new Waterstone Financial positions in Q2 2024 and 13 closed out, a net change of -3 holders.
  • The largest Waterstone Financial buyer in Q2 2024 was Rhino Investment Partners, an estimated $1.4M added.
  • The largest Waterstone Financial seller in Q2 2024 was Dimensional Fund Advisors, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2024.