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Waterstone Financial
WSBF

Overview Fund Activity

110 hedge funds and large institutions have $290M invested in Waterstone Financial in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
37
Reduced
37
Closed
7
Calls
–
Puts
$328K
Net Calls
-$328K
Net Calls Change
-$328K

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$4.51M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.98M
3
Renaissance Technologies
Renaissance Technologies
New York
$37.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
$3.99M
5
Vanguard Group
Vanguard Group
Pennsylvania
$23.4M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$12.6M
2
BlackRock
BlackRock
New York
$36.4M
3
First Trust Advisors
First Trust Advisors
Illinois
$223K
4
GC
Globeflex Capital
California
$1.9M
5
Invesco
Invesco
Georgia
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$16K +$80 +4 +0.5%
IWP
102
IAG Wealth Partners
Wisconsin
$12K – – –
Lazard Asset Management
103
Lazard Asset Management
New York
$9K -$20.3K -1,027 -69%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$7K -$88 -4 -1%
GKWIM
105
Gerber Kawasaki Wealth & Investment Management
California
$6K +$6K +315 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$4K – – –
LC
107
Lindbrook Capital
California
$2K – – –
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$1K -$824 -42 -45%
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
– -$418K -21,283 Closed
Millennium Management
110
Millennium Management
New York
– -$253K -12,856 Closed
California Public Employees Retirement System
111
California Public Employees Retirement System
California
– -$222K -11,312 Closed
HIM
112
Hillsdale Investment Management
Ontario, Canada
– -$74K -3,750 Closed
UBS Group
113
UBS Group
Switzerland
– -$28K -1,417 Closed
QCG
114
Quadrant Capital Group
Ohio
– -$24K -1,197 Closed
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