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Waterstone Financial
WSBF

Overview Fund Activity

92 hedge funds and large institutions have $131M invested in Waterstone Financial in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$563K
2
FL
Fourthstone LLC
Missouri
$504K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15M
4
JGUA
John G. Ullman & Associates
New York
$1.46M
5
QCM
Quantinno Capital Management
New York
$203K

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$12.7M
3
DIA
Dean Investment Associates
Ohio
$674K
4
DCM
Dean Capital Management
Kansas
$455K
5
Renaissance Technologies
Renaissance Technologies
New York
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$10.8K +$5.95K +443 +123%
AB
77
Amalgamated Bank
New York
$10K – – –
SCM
78
Sterling Capital Management
North Carolina
$6.94K +$6.24K +464 +892%
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$6.3K +$4.87K +362 +338%
SAM
80
Smartleaf Asset Management
Massachusetts
$4.61K +$611 +46 +15%
EWA
81
EverSource Wealth Advisors
Alabama
$3.79K – – –
PWMG
82
Private Wealth Management Group
New Jersey
$1.61K – – –
SS
83
SBI Securities
Japan
$1.29K +$1.29K +96 New
Bessemer Group
84
Bessemer Group
New Jersey
$1K – – –
CPG
85
Cornerstone Planning Group
New Jersey
$851 – – –
TWD
86
True Wealth Design
Ohio
$753 +$753 +56 New
RIL
87
Rothschild Investment LLC
Illinois
$538 +$404 +30 +300%
US Bancorp
88
US Bancorp
Minnesota
$188 – – –
GI
89
GAMMA Investing
California
$188 +$188 +14 New
HNB
90
Huntington National Bank
Ohio
$13 – – –
QC
91
Quent Capital
New York
$9 – – –
BGIM
92
Brandywine Global Investment Management
Pennsylvania
– -$1.57M -108,971 Closed
PWPS
93
Pinnacle Wealth Planning Services
Ohio
– -$204K -13,881 Closed
CPA
94
Capital Performance Advisors
California
– -$7.14K -486 Closed
AF
95
Allworth Financial
California
– -$1.93K -131 Closed
WAS
96
Winch Advisory Services
Wisconsin
– -$1.47K -100 Closed
VAMG
97
Voisard Asset Management Group
Michigan
– -$456 -31 Closed
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