WSR

Whitestone REIT
WSR

Overview Fund Activity

92 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
36
Reduced
28
Closed
9
Calls
$350K
Puts
$6K
Net Calls
+$344K
Net Calls Change
+$628K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$30.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.53M
3
BIT
3
BlackRock Institutional Trust
California
$10.2M
4
OAM
4
Orinda Asset Management
California
$1.74M
5
CPP
5
Crow Point Partners
Massachusetts
$866K

Top Sellers

1
FM
1
Forward Management
California
$0
2
NC
2
NBW Capital
Massachusetts
$2.41M
3
BI
3
Bulldog Investors
New Jersey
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.26M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPP
26
Crow Point Partners
Massachusetts
$866K 60,000 +60,000 New
RA
27
RMR Advisors
Massachusetts
$845K 58,502 – –
CPSAC
28
Chas P. Smith & Associates (CPS)
Florida
$766K 53,040 – –
Charles Schwab
29
Charles Schwab
California
$748K 51,756 +1,440 +3%
TIAAOA
30
Teachers Insurance & Annuity Association of America
New York
$735K 50,900 +4,970 +11%
NI
31
Numeric Investors
Massachusetts
$722K 49,995 -6,100 -11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$688K 47,619 +6,127 +15%
FWCM
33
First Western Capital Management
California
$679K 47,056 -9,958 -17%
SO
34
STRS Ohio
Ohio
$595K 41,200 – –
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$591K 40,939 -8,187 -17%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$558K 38,613 – –
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$527K 36,494 +36,494 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$524K 36,900 – –
BEAM
39
Baker Ellis Asset Management
Washington
$496K 34,350 -6,450 -16%
Bank of America
40
Bank of America
North Carolina
$451K 31,213 +1,891 +6%
Millennium Management
41
Millennium Management
New York
$431K 29,826 -4,272 -13%
NCCM
42
Nine Chapters Capital Management
New Jersey
$387K 26,800 -12,500 -32%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$370K 25,589 -1,811 -7%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$364K 25,206 -730 -3%
Citadel Advisors
45
Citadel Advisors
Florida
$359K 24,873 +24,873 New
Deutsche Bank
46
Deutsche Bank
Germany
$357K 24,733 +9,365 +61%
Goldman Sachs
47
Goldman Sachs
New York
$323K 22,351 +3,566 +19%
Two Sigma Investments
48
Two Sigma Investments
New York
$321K 22,217 -21,651 -49%
ProShare Advisors
49
ProShare Advisors
Maryland
$312K 21,589 +21,589 New
VOYA Investment Management
50
VOYA Investment Management
Georgia
$299K 20,725 – –
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