Waterstone Financial
WSBF
60 hedge funds and large institutions have $133M invested in Waterstone Financial in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 9 closing their positions.
2,921% more capital inflows, than outflows
Capital inflows: $107M | Capital outflows: $3.53M
213% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 8
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
40% more funds holding
Funds holding: 43 → 60 (+17)
28.63% more ownership
Funds ownership: 8.68% → 37.31% (+29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$29.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.1M |
| 3 |
MFP
Michael F. Price
|
+$8.37M |
| 4 |
Maltese Capital Management
New York
|
+$7.11M |
| 5 |
EJF Capital
Arlington,
Virginia
|
+$7.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.41M |
| 2 |
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$662K |
| 3 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$128K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$119K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$69.3K |
WSBF Hedge Fund Activity: Q1 2014 in Review
60 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2014, worth a combined $133M — up 342% from $30.2M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new WSBF positions and 9 closed out — a net gain of 17 holders — while 25 added to existing stakes and 8 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $29.6M. The largest seller was Invesco, cutting an estimated $2.41M.
- 60 institutional investors held Waterstone Financial (WSBF) as of Q1 2014, up from 43 in Q4 2013.
- Funds reported $133M of Waterstone Financial stock for Q1 2014, up 342% quarter-over-quarter.
- 26 funds opened new Waterstone Financial positions in Q1 2014 and 9 closed out, a net change of +17 holders.
- The largest Waterstone Financial buyer in Q1 2014 was Wellington Management Group, an estimated $29.6M added.
- The largest Waterstone Financial seller in Q1 2014 was Invesco, an estimated $2.41M sold.
Based on aggregated 13F filings for Q1 2014.