Waterstone Financial
WSBF
101 hedge funds and large institutions have $178M invested in Waterstone Financial in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 14 closing their positions.
8.01% more ownership
Funds ownership: 45.38% → 53.39% (+8%)
9% more call options, than puts
Call options by funds: $12K | Put options by funds: $11K
3% more capital invested
Capital invested by funds: $174M → $178M (+$4.57M)
4% less funds holding
Funds holding: 105 → 101 (-4)
21% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 42
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$4.64M |
| 2 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$693K |
| 3 |
Morgan Stanley
New York
|
+$665K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$581K |
| 5 |
State Street
Boston,
Massachusetts
|
+$484K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.99M |
| 2 |
BlackRock
New York
|
-$1M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$850K |
| 4 |
GC
Globeflex Capital
San Diego,
California
|
-$757K |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$611K |
WSBF Hedge Fund Activity: Q1 2023 in Review
101 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2023, worth a combined $178M — up 2.6% from $174M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of WSBF and 10 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 33 added.
The largest buyer was Rhino Investment Partners, adding an estimated $4.64M. The largest seller was Acadian Asset Management, cutting an estimated $1.99M.
- 101 institutional investors held Waterstone Financial (WSBF) as of Q1 2023, down from 105 in Q4 2022.
- Funds reported $178M of Waterstone Financial stock for Q1 2023, up 2.6% quarter-over-quarter.
- 10 funds opened new Waterstone Financial positions in Q1 2023 and 14 closed out, a net change of -4 holders.
- The largest Waterstone Financial buyer in Q1 2023 was Rhino Investment Partners, an estimated $4.64M added.
- The largest Waterstone Financial seller in Q1 2023 was Acadian Asset Management, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2023.