Waterstone Financial
WSBF
102 hedge funds and large institutions have $292M invested in Waterstone Financial in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
12% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 33
9% more capital invested
Capital invested by funds: $268M → $292M (+$23.2M)
5% more funds holding
Funds holding: 97 → 102 (+5)
0.83% more ownership
Funds ownership: 57.99% → 58.81% (+0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.44M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.91M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.39M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$1.29M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.85M |
| 2 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
-$2.08M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$866K |
| 4 |
Renaissance Technologies
New York
|
-$827K |
| 5 |
GC
Globeflex Capital
San Diego,
California
|
-$727K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
101
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $1K | – | – | – |
|
|
SBCM
102
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| – | -$2.08M | -126,057 | Closed |
|
|
103
American Century Companies
Kansas City,
Missouri
| – | -$866K | -52,634 | Closed |
|
|
GC
104
Globeflex Capital
San Diego,
California
| – | -$727K | -44,192 | Closed |
|
|
SM
105
Salzhauer Michael
| – | -$305K | -18,556 | Closed |
|
|
TRCT
106
Tower Research Capital (TRC)
New York
| – | -$6K | -355 | Closed |
|
|
HNB
107
Huntington National Bank
Columbus,
Ohio
| – | +$17 | +1 | New |
|
WSBF Hedge Fund Activity: Q2 2019 in Review
102 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q2 2019, worth a combined $292M — up 8.6% from $268M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WSBF positions and 6 closed out — a net gain of 7 holders — while 37 added to existing stakes and 33 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $2.44M. The largest seller was Banc Funds Company, cutting an estimated $2.85M.
- 102 institutional investors held Waterstone Financial (WSBF) as of Q2 2019, up from 97 in Q1 2019.
- Funds reported $292M of Waterstone Financial stock for Q2 2019, up 8.6% quarter-over-quarter.
- 13 funds opened new Waterstone Financial positions in Q2 2019 and 6 closed out, a net change of +7 holders.
- The largest Waterstone Financial buyer in Q2 2019 was Arrowstreet Capital, an estimated $2.44M added.
- The largest Waterstone Financial seller in Q2 2019 was Banc Funds Company, an estimated $2.85M sold.
Based on aggregated 13F filings for Q2 2019.