Waterstone Financial
WSBF
88 hedge funds and large institutions have $149M invested in Waterstone Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 18 closing their positions.
31% more capital invested
Capital invested by funds: $114M → $149M (+$35.2M)
25% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 28
2.16% more ownership
Funds ownership: 48.96% → 51.12% (+2.2%)
4% less funds holding
Funds holding: 92 → 88 (-4)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.46M |
| 2 |
BlackRock
New York
|
+$1.59M |
| 3 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$457K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
+$377K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$1.71M |
| 2 |
Renaissance Technologies
New York
|
-$841K |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$690K |
| 4 |
Millennium Management
New York
|
-$683K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$666K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
101
SignatureFD
Atlanta,
Georgia
| – | -$1.21K | -110 | Closed |
|
102
Comerica Bank
Dallas,
Texas
| – | -$745 | -68 | Closed |
|
|
MPWT
103
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$482 | -44 | Closed |
|
104
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$164 | -15 | Closed |
|
|
C
105
Covestor
London,
United Kingdom
| – | +$12 | +1 | +6% |
|
|
CAL
106
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$166 | +14 | New |
|
WSBF Hedge Fund Activity: Q4 2023 in Review
88 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2023, worth a combined $149M — up 31% from $114M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of WSBF and 14 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 35 added.
The largest buyer was Morgan Stanley, adding an estimated $4.46M. The largest seller was Seizert Capital Partners, exiting entirely with an estimated $1.71M sold.
- 88 institutional investors held Waterstone Financial (WSBF) as of Q4 2023, down from 92 in Q3 2023.
- Funds reported $149M of Waterstone Financial stock for Q4 2023, up 31% quarter-over-quarter.
- 14 funds opened new Waterstone Financial positions in Q4 2023 and 18 closed out, a net change of -4 holders.
- The largest Waterstone Financial buyer in Q4 2023 was Morgan Stanley, an estimated $4.46M added.
- The largest Waterstone Financial seller in Q4 2023 was Seizert Capital Partners, an estimated $1.71M sold.
Based on aggregated 13F filings for Q4 2023.