WSR

Whitestone REIT
WSR

Overview Fund Activity

98 hedge funds and large institutions have $130M invested in Whitestone REIT in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
40
Reduced
26
Closed
9
Calls
$365K
Puts
$576K
Net Calls
-$211K
Net Calls Change
-$500K

Top Buyers

1
Invesco
1
Invesco
Georgia
$4.76M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.96M
4
LPL Financial
4
LPL Financial
California
$885K
5
BFA
5
BlackRock Fund Advisors
California
$8.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$26K
3
Deutsche Bank
3
Deutsche Bank
Germany
$135K
4
NCCM
4
Nine Chapters Capital Management
New Jersey
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$985K
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$911K 75,872 -38,030 -33%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$910K 75,807 -1,460 -2%
LPL Financial
28
LPL Financial
California
$885K 73,784 +36,433 +98%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$811K 67,526 +19,307 +40%
Asset Management One
30
Asset Management One
Japan
$776K 63,189 +1,320 +2%
Bank of America
31
Bank of America
North Carolina
$725K 60,405 -7,163 -11%
BEAM
32
Baker Ellis Asset Management
Washington
$658K 54,800 +1,000 +2%
SO
33
STRS Ohio
Ohio
$616K 51,367 +121 +0.2%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$601K 50,032 +900 +2%
PPA
35
Parametric Portfolio Associates
Washington
$585K 48,732 +6,122 +14%
Wells Fargo
36
Wells Fargo
California
$581K 48,360 +3,505 +8%
Axa
37
Axa
France
$539K 44,870 +14,670 +49%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$526K 43,768 -18,934 -30%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$493K 41,010 +3,820 +10%
RFC
40
Russell Frank Company
Washington
$457K 37,597 – –
TA
41
Teachers Advisors
New York
$448K 37,342 +4,445 +14%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$439K 36,580 +1,770 +5%
FAAS
43
First Allied Advisory Services
California
$431K 35,596 +19,283 +118%
TCM
44
Texan Capital Management
Texas
$429K 35,714 – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$384K 31,949 +54 +0.2%
Goldman Sachs
46
Goldman Sachs
New York
$360K 29,975 +11,853 +65%
TIAAOA
47
Teachers Insurance & Annuity Association of America
New York
$332K 27,622 +9,022 +49%
PSI
48
Pinnacle Summer Investments
Virginia
$308K 25,672 +12,836 +100%
TCT
49
TIAA CREF Trust
Missouri
$305K 25,415 – –
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$294K 24,447 +9,490 +63%
1
2
3 4 5