Waterstone Financial
WSBF
43 hedge funds and large institutions have $30.2M invested in Waterstone Financial in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 3 closing their positions.
310% more capital inflows, than outflows
Capital inflows: $2.29M | Capital outflows: $558K
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
5% more funds holding
Funds holding: 41 → 43 (+2)
0.5% more ownership
Funds ownership: 8.18% → 8.68% (+0.5%)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$650K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$564K |
| 3 |
Renaissance Technologies
New York
|
+$366K |
| 4 |
North Star Asset Management
Neenah,
Wisconsin
|
+$286K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$89.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Guggenheim Capital
Chicago,
Illinois
|
-$185K |
| 2 |
STRS Ohio
Columbus,
Ohio
|
-$111K |
| 3 |
BlackRock Fund Advisors
San Francisco,
California
|
-$87.9K |
| 4 |
BlackRock Institutional Trust
San Francisco,
California
|
-$51.1K |
| 5 |
UBS
Zurich,
Switzerland
|
-$29.8K |
WSBF Hedge Fund Activity: Q4 2013 in Review
43 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2013, worth a combined $30.2M — up 16% from $26M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WSBF positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Jacobus Wealth Management, opening a new position worth an estimated $650K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $185K sold.
- 43 institutional investors held Waterstone Financial (WSBF) as of Q4 2013, up from 41 in Q3 2013.
- Funds reported $30.2M of Waterstone Financial stock for Q4 2013, up 16% quarter-over-quarter.
- 5 funds opened new Waterstone Financial positions in Q4 2013 and 3 closed out, a net change of +2 holders.
- The largest Waterstone Financial buyer in Q4 2013 was Jacobus Wealth Management, an estimated $650K added.
- The largest Waterstone Financial seller in Q4 2013 was Guggenheim Capital, an estimated $185K sold.
Based on aggregated 13F filings for Q4 2013.