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Waterstone Financial
WSBF

Overview Fund Activity

88 hedge funds and large institutions have $149M invested in Waterstone Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
28
Closed
18
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.31M
2
BlackRock
BlackRock
New York
$23.8M
3
JGUA
John G. Ullman & Associates
New York
$856K
4
BCM
BHZ Capital Management
California
$453K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$715K

Top Sellers

1
SCP
Seizert Capital Partners
Michigan
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$18.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$1.89M
4
Millennium Management
Millennium Management
New York
$386K
5
AQR Capital Management
AQR Capital Management
Connecticut
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$23.8M +$1.91M +134,316 +9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.5M -$617K -43,461 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$18.1M -$1.01M -71,100 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.4M +$49.9K +3,513 +0.3%
RIP
5
Rhino Investment Partners
Pennsylvania
$7.6M -$296K -20,849 -4%
State Street
6
State Street
Massachusetts
$6.89M +$148K +10,422 +2%
Morgan Stanley
7
Morgan Stanley
New York
$6.31M +$5.36M +377,149 +558%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.65M -$9.37K -660 -0.2%
BCM
9
Bridgeway Capital Management
Texas
$5.38M +$90.5K +6,376 +2%
Northern Trust
10
Northern Trust
Illinois
$2.57M +$223K +15,688 +9%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$2.51M +$167K +11,781 +7%
DIA
12
Dean Investment Associates
Ohio
$2.41M +$293K +20,639 +14%
FP
13
Foundry Partners
Minnesota
$2.31M -$41.4K -2,915 -2%
American Century Companies
14
American Century Companies
Missouri
$2.23M +$26.1K +1,836 +1%
Charles Schwab
15
Charles Schwab
California
$2.1M -$82.1K -5,779 -4%
Federated Hermes
16
Federated Hermes
Pennsylvania
$1.89M -$829K -58,352 -30%
Goldman Sachs
17
Goldman Sachs
New York
$1.49M +$148K +10,430 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.46M -$548K -38,604 -27%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$941K +$9.36K +659 +1%
TA
20
Teton Advisors
New York
$895K -$121K -8,520 -12%
EF
21
Empowered Funds
Pennsylvania
$857K +$76.3K +5,376 +10%
JGUA
22
John G. Ullman & Associates
New York
$856K +$549K +38,695 +179%
LCM
23
Legato Capital Management
California
$815K -$31.9K -2,246 -4%
DCM
24
Dean Capital Management
Kansas
$815K -$31.9K -2,246 -4%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$788K +$29.8K +2,100 +4%
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