Waterstone Financial
WSBF
79 hedge funds and large institutions have $175M invested in Waterstone Financial in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 12 closing their positions.
4% less capital invested
Capital invested by funds: $182M → $175M (-$7.62M)
5% less funds holding
Funds holding: 83 → 79 (-4)
11% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 28
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.18M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$2.55M |
| 3 |
MCP
Moab Capital Partners
Southampton,
New York
|
+$2.18M |
| 4 |
LBS
Lawrence B. Seidman
|
+$1.79M |
| 5 |
Renaissance Technologies
New York
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.45M |
| 2 |
MCM
Maltese Capital Management
New York
|
-$2.85M |
| 3 |
Two Sigma Investments
New York
|
-$2.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.88M |
| 5 |
Two Sigma Advisers
New York
|
-$1.77M |
WSBF Hedge Fund Activity: Q3 2014 in Review
79 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q3 2014, worth a combined $175M — down 4.2% from $182M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of WSBF and 8 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 25 added.
The largest buyer was Vanguard Group, adding an estimated $3.18M. The largest seller was Wellington Management Group, cutting an estimated $6.45M.
- 79 institutional investors held Waterstone Financial (WSBF) as of Q3 2014, down from 83 in Q2 2014.
- Funds reported $175M of Waterstone Financial stock for Q3 2014, down 4.2% quarter-over-quarter.
- 8 funds opened new Waterstone Financial positions in Q3 2014 and 12 closed out, a net change of -4 holders.
- The largest Waterstone Financial buyer in Q3 2014 was Vanguard Group, an estimated $3.18M added.
- The largest Waterstone Financial seller in Q3 2014 was Wellington Management Group, an estimated $6.45M sold.
Based on aggregated 13F filings for Q3 2014.