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Waterstone Financial
WSBF

Overview Fund Activity

88 hedge funds and large institutions have $146M invested in Waterstone Financial in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
31
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JGUA
John G. Ullman & Associates
New York
$1.34M
2
RIP
Rhino Investment Partners
Pennsylvania
$11.4M
3
FP
Foundry Partners
Minnesota
$3.02M
4
Morgan Stanley
Morgan Stanley
New York
$3.16M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$763K

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
$1.57M
2
Renaissance Technologies
Renaissance Technologies
New York
$18M
3
DIA
Dean Investment Associates
Ohio
$1.57M
4
ETC
Exchange Traded Concepts
Oklahoma
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$22.8M -$35.8K -2,437 -0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.3M -$252K -17,174 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$18M -$521K -35,420 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.1M +$187K +12,720 +1%
RIP
5
Rhino Investment Partners
Pennsylvania
$11.4M +$663K +45,129 +6%
State Street
6
State Street
Massachusetts
$6.79M +$55.8K +3,799 +0.8%
BCM
7
Bridgeway Capital Management
Texas
$6.29M +$107K +7,252 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.83M -$127K -8,609 -2%
Morgan Stanley
9
Morgan Stanley
New York
$3.16M +$411K +27,990 +15%
FP
10
Foundry Partners
Minnesota
$3.02M +$490K +33,305 +19%
Northern Trust
11
Northern Trust
Illinois
$2.33M -$168K -11,399 -7%
American Century Companies
12
American Century Companies
Missouri
$2.28M -$51K -3,466 -2%
Charles Schwab
13
Charles Schwab
California
$2.16M -$75.3K -5,122 -3%
Goldman Sachs
14
Goldman Sachs
New York
$1.66M -$77.4K -5,265 -4%
DIA
15
Dean Investment Associates
Ohio
$1.57M -$479K -32,599 -23%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$1.57M -$669K -46,400 -30%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$1.5M -$97.7K -6,647 -6%
JGUA
18
John G. Ullman & Associates
New York
$1.34M +$831K +56,554 +165%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.21M -$131K -8,920 -10%
EF
20
Empowered Funds
Pennsylvania
$1.09M +$55.2K +3,752 +5%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.04M +$219K +14,919 +27%
DCM
22
Dean Capital Management
Kansas
$990K +$233K +15,835 +31%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$974K – – –
TA
24
Teton Advisors
New York
$926K – – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$763K +$322K +21,902 +73%
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