WSR

Whitestone REIT
WSR

Overview Fund Activity

91 hedge funds and large institutions have $133M invested in Whitestone REIT in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
36
Reduced
27
Closed
6
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
+$216K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$36.3M
2
BFA
2
BlackRock Fund Advisors
California
$9.32M
3
DCM
3
Dupont Capital Management
Delaware
$1.02M
4
GC
4
Guggenheim Capital
Illinois
$1.1M
5
NI
5
Numeric Investors
Massachusetts
$674K

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
PCM
2
Perritt Capital Management
Illinois
$3.35M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$553K
4
PP
4
PDT Partners
New York
$0
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DCM
26
Dupont Capital Management
Delaware
$1.02M 67,220 +67,220 New
Asset Management One
27
Asset Management One
Japan
$969K 63,086 -8,150 -11%
Two Sigma Investments
28
Two Sigma Investments
New York
$902K 59,712 -6,317 -10%
RA
29
RMR Advisors
Massachusetts
$884K 58,502 – –
Bank of America
30
Bank of America
North Carolina
$836K 55,297 +18,374 +50%
Charles Schwab
31
Charles Schwab
California
$818K 54,116 +1,525 +3%
DBT
32
Dubuque Bank & Trust
Iowa
$789K 52,185 -325 -0.6%
TIAAOA
33
Teachers Insurance & Annuity Association of America
New York
$769K 50,900 – –
NI
34
Numeric Investors
Massachusetts
$674K 44,595 +23,400 +110%
SO
35
STRS Ohio
Ohio
$658K 43,534 -2,071 -5%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$627K 41,525 +177 +0.4%
BEAM
37
Baker Ellis Asset Management
Washington
$567K 37,550 +3,500 +10%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$553K 36,603 -19,646 -35%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$511K 33,812 -868 -3%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$477K 31,589 -1,000 -3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$447K 29,512 +6,194 +27%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$431K 28,516 +2,700 +10%
Citadel Advisors
43
Citadel Advisors
Florida
$413K 27,364 -5,084 -16%
TCT
44
TIAA CREF Trust
Missouri
$361K 23,915 – –
PPA
45
Parametric Portfolio Associates
Washington
$357K 23,637 +3,935 +20%
VFS
46
VSR Financial Services
Kansas
$350K 23,173 +418 +2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$341K 21,000 – –
VOYA Investment Management
48
VOYA Investment Management
Georgia
$313K 20,725 – –
NCCM
49
Nine Chapters Capital Management
New Jersey
$290K 19,200 +4,200 +28%
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$287K 19,021 -839 -4%
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