We are live on ! Find out more
WSR

Whitestone REIT
WSR

92 hedge funds and large institutions have $109M invested in Whitestone REIT in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

23% more capital invested

Capital invested by funds: $88.7M → $109M (+$20.2M)

18% more funds holding

Funds holding: 7892 (+14)

2.13% more ownership

Funds ownership: 35.09%37.21% (+2.1%)

87% less call options, than puts

Call options by funds: $41K | Put options by funds: $325K

Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
41
Reduced
18
Closed
8
Calls
$41K
Puts
$325K
Net Calls
-$284K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
26
First Western Capital Management
California
$762K +$770K +57,014 New
DBT
27
Dubuque Bank & Trust
Iowa
$758K +$765K +56,670 New
NI
28
Numeric Investors
Massachusetts
$750K +$499K +36,995 +194%
Wells Fargo
29
Wells Fargo
California
$711K -$793K -58,769 -52%
CPSAC
30
Chas P. Smith & Associates (CPS)
Florida
$709K +$477K +35,360 +200%
Charles Schwab
31
Charles Schwab
California
$673K +$186K +13,799 +38%
OAM
32
Orinda Asset Management
California
$660K +$666K +49,374 New
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$657K +$663K +49,126 New
TIAAOA
34
Teachers Insurance & Annuity Association of America
New York
$614K
Two Sigma Investments
35
Two Sigma Investments
New York
$587K +$592K +43,868 New
TC
36
TFS Capital
Pennsylvania
$572K +$578K +42,806 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$555K -$38.8K -2,872 -6%
SO
38
STRS Ohio
Ohio
$551K +$449K +33,300 +422%
BEAM
39
Baker Ellis Asset Management
Washington
$545K
NCCM
40
Nine Chapters Capital Management
New Jersey
$525K +$530K +39,300 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$516K +$107K +7,900 +26%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$486K -$6.75K -500 -1%
Millennium Management
43
Millennium Management
New York
$456K +$460K +34,098 New
Wellington Management Group
44
Wellington Management Group
Massachusetts
$416K -$148K -11,000 -26%
Bank of America
45
Bank of America
North Carolina
$392K +$390K +28,900 +6,848%
CS
46
Credit Suisse
Switzerland
$372K +$225K +16,672 +149%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$366K
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$347K +$21.6K +1,600 +7%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$277K
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$262K +$32.3K +2,390 +14%