Waterstone Financial
WSBF
111 hedge funds and large institutions have $311M invested in Waterstone Financial in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
14% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 36
0.59% more ownership
Funds ownership: 57.3% → 57.89% (+0.59%)
0% more capital invested
Capital invested by funds: $310M → $311M (+$1.22M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 115 → 111 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$27M |
| 2 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
+$4.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.65M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.61M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$2.47M |
| 2 |
Morgan Stanley
New York
|
-$1.97M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$1.72M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$877K |
| 5 |
State Street
Boston,
Massachusetts
|
-$821K |
WSBF Hedge Fund Activity: Q1 2017 in Review
111 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2017, worth a combined $311M — up 0.39% from $310M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WSBF positions and 8 closed out — a net gain of 3 holders — while 41 added to existing stakes and 36 trimmed.
The largest buyer was BlackRock, adding an estimated $27M. The largest seller was Rothschild & Co Asset Management US, exiting entirely with an estimated $2.47M sold.
- 111 institutional investors held Waterstone Financial (WSBF) as of Q1 2017, down from 115 in Q4 2016.
- Funds reported $311M of Waterstone Financial stock for Q1 2017, up 0.39% quarter-over-quarter.
- 11 funds opened new Waterstone Financial positions in Q1 2017 and 8 closed out, a net change of +3 holders.
- The largest Waterstone Financial buyer in Q1 2017 was BlackRock, an estimated $27M added.
- The largest Waterstone Financial seller in Q1 2017 was Rothschild & Co Asset Management US, an estimated $2.47M sold.
Based on aggregated 13F filings for Q1 2017.