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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.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $182M → $175M (-$7.37M)

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

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
28
Closed
12
Calls
$275K
Puts
–
Net Calls
+$275K
Net Calls Change
+$275K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.18M
2
Northern Trust
Northern Trust
Illinois
+$2.55M
3
MCP
Moab Capital Partners
New York
+$2.18M
4
LBS
Lawrence B. Seidman
+$1.79M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.45M
2
MCM
Maltese Capital Management
New York
-$2.85M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.88M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.77M

WSBF Hedge Fund Activity: Q3 2014 in Review

79 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q3 2014, worth a combined $175M — down 4% 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% 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.