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Waterstone Financial
WSBF

88 hedge funds and large institutions have $146M invested in Waterstone Financial in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $127M → $146M (+$19.6M)

7% more funds holding

Funds holding: 82 → 88 (+6)

0.7% more ownership

Funds ownership: 50.48% → 51.17% (+0.7%)

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
31
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JGUA
John G. Ullman & Associates
New York
+$818K
2
RIP
Rhino Investment Partners
Pennsylvania
+$653K
3
FP
Foundry Partners
Minnesota
+$482K
4
Morgan Stanley
Morgan Stanley
New York
+$405K
5
JP Morgan Chase
JP Morgan Chase
New York
+$317K

Top Sellers

Rank Fund Capital Flow
1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$671K
2
Renaissance Technologies
Renaissance Technologies
New York
-$512K
3
DIA
Dean Investment Associates
Ohio
-$472K
4
ETC
Exchange Traded Concepts
Oklahoma
-$351K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
76
Private Wealth Management Group
New Jersey
$1.76K – – –
MPWT
77
MassMutual Private Wealth & Trust
Connecticut
$1.57K +$940 +65 +155%
WAS
78
Winch Advisory Services
Wisconsin
$1.47K +$1.45K +100 New
Bessemer Group
79
Bessemer Group
New Jersey
$1K +$1.23K +85 New
CPG
80
Cornerstone Planning Group
New Jersey
$946 – – –
SCM
81
Sterling Capital Management
North Carolina
$764 +$752 +52 New
VAMG
82
Voisard Asset Management Group
Michigan
$456 +$448 +31 New
US Bancorp
83
US Bancorp
Minnesota
$206 +$203 +14 New
RIL
84
Rothschild Investment LLC
Illinois
$147 – – –
HNB
85
Huntington National Bank
Ohio
$15 – – –
QC
86
Quent Capital
New York
$10 – – –
ETC
87
Exchange Traded Concepts
Oklahoma
– -$351K -27,415 Closed
AL
88
Arnhold LLC
New York
– -$128K -10,000 Closed
ProShare Advisors
89
ProShare Advisors
Maryland
– -$29.8K -2,326 Closed
IC
90
Innealta Capital
Texas
– -$192 -15 Closed
1 2 3
4

WSBF Hedge Fund Activity: Q3 2024 in Review

88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q3 2024, worth a combined $146M — up 15% from $127M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WSBF positions and 4 closed out — a net gain of 6 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was John G. Ullman & Associates, adding an estimated $818K. The largest seller was Brandywine Global Investment Management, cutting an estimated $671K.

  • 88 institutional investors held Waterstone Financial (WSBF) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $146M of Waterstone Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 10 funds opened new Waterstone Financial positions in Q3 2024 and 4 closed out, a net change of +6 holders.
  • The largest Waterstone Financial buyer in Q3 2024 was John G. Ullman & Associates, an estimated $818K added.
  • The largest Waterstone Financial seller in Q3 2024 was Brandywine Global Investment Management, an estimated $671K sold.

Based on aggregated 13F filings for Q3 2024.