Waterstone Financial
WSBF
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.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
24% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 25
15% more capital invested
Capital invested by funds: $127M → $146M (+$19.6M)
7% more funds holding
Funds holding: 82 → 88 (+6)
0.7% more ownership
Funds ownership: 50.48% → 51.17% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$818K |
| 2 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$653K |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$482K |
| 4 |
Morgan Stanley
New York
|
+$405K |
| 5 |
JP Morgan Chase
New York
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$671K |
| 2 |
Renaissance Technologies
New York
|
-$512K |
| 3 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$472K |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$351K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$248K |
WSBF Hedge Fund Activity: Q3 2024 in Review
88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q3 2024, worth a combined $146M — up 15% from $127M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WSBF positions and 4 closed out — a net gain of 6 holders — while 31 added to existing stakes and 25 trimmed.
The largest buyer was John G. Ullman & Associates, adding an estimated $818K. The largest seller was Brandywine Global Investment Management, cutting an estimated $671K.
- 88 institutional investors held Waterstone Financial (WSBF) as of Q3 2024, up from 82 in Q2 2024.
- Funds reported $146M of Waterstone Financial stock for Q3 2024, up 15% quarter-over-quarter.
- 10 funds opened new Waterstone Financial positions in Q3 2024 and 4 closed out, a net change of +6 holders.
- The largest Waterstone Financial buyer in Q3 2024 was John G. Ullman & Associates, an estimated $818K added.
- The largest Waterstone Financial seller in Q3 2024 was Brandywine Global Investment Management, an estimated $671K sold.
Based on aggregated 13F filings for Q3 2024.