Waterstone Financial
WSBF
96 hedge funds and large institutions have $222M invested in Waterstone Financial in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
14% more capital invested
Capital invested by funds: $194M → $222M (+$28M)
2% more funds holding
Funds holding: 94 → 96 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
25% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 36
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.58M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$1.33M |
| 3 |
JP Morgan Chase
New York
|
+$1.26M |
| 4 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$1.13M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$777K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$2.24M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.76M |
| 3 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$784K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$717K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$630K |
WSBF Hedge Fund Activity: Q2 2016 in Review
96 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q2 2016, worth a combined $222M — up 14% from $194M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WSBF positions and 8 closed out — a net gain of 3 holders — while 27 added to existing stakes and 36 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $3.58M. The largest seller was Panagora Asset Management, cutting an estimated $2.24M.
- 96 institutional investors held Waterstone Financial (WSBF) as of Q2 2016, up from 94 in Q1 2016.
- Funds reported $222M of Waterstone Financial stock for Q2 2016, up 14% quarter-over-quarter.
- 11 funds opened new Waterstone Financial positions in Q2 2016 and 8 closed out, a net change of +3 holders.
- The largest Waterstone Financial buyer in Q2 2016 was Acadian Asset Management, an estimated $3.58M added.
- The largest Waterstone Financial seller in Q2 2016 was Panagora Asset Management, an estimated $2.24M sold.
Based on aggregated 13F filings for Q2 2016.