Waterstone Financial
WSBF
92 hedge funds and large institutions have $131M invested in Waterstone Financial in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
5% more funds holding
Funds holding: 88 → 92 (+4)
0.81% less ownership
Funds ownership: 51.17% → 50.37% (-0.81%)
18% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 34
43% less capital inflows, than outflows
Capital inflows: $3.86M | Capital outflows: $6.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$617K |
| 2 |
Fourthstone LLC
St Louis,
Missouri
|
+$553K |
| 3 |
JP Morgan Chase
New York
|
+$497K |
| 4 |
John G. Ullman & Associates
Corning,
New York
|
+$258K |
| 5 |
Quantinno Capital Management
New York
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$1.57M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.22M |
| 3 |
Dean Investment Associates
Beavercreek,
Ohio
|
-$838K |
| 4 |
Dean Capital Management
Overland Park,
Kansas
|
-$494K |
| 5 |
Renaissance Technologies
New York
|
-$486K |
WSBF Hedge Fund Activity: Q4 2024 in Review
92 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2024, worth a combined $131M — down 10% from $146M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WSBF positions and 7 closed out — a net gain of 4 holders — while 28 added to existing stakes and 34 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $617K. The largest seller was Brandywine Global Investment Management, exiting entirely with an estimated $1.57M sold.
- 92 institutional investors held Waterstone Financial (WSBF) as of Q4 2024, up from 88 in Q3 2024.
- Funds reported $131M of Waterstone Financial stock for Q4 2024, down 10% quarter-over-quarter.
- 11 funds opened new Waterstone Financial positions in Q4 2024 and 7 closed out, a net change of +4 holders.
- The largest Waterstone Financial buyer in Q4 2024 was Citadel Advisors, an estimated $617K added.
- The largest Waterstone Financial seller in Q4 2024 was Brandywine Global Investment Management, an estimated $1.57M sold.
Based on aggregated 13F filings for Q4 2024.