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WSR

Whitestone REIT
WSR

109 hedge funds and large institutions have $186M invested in Whitestone REIT in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $510K | Put options by funds: $197K

122% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 23

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $173M → $186M (+$13.1M)

4% more funds holding

Funds holding: 105109 (+4)

0.05% more ownership

Funds ownership: 44.17%44.22% (+0.05%)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
51
Reduced
23
Closed
9
Calls
$510K
Puts
$197K
Net Calls
+$313K
Net Calls Change
-$211K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.25M +$200K +14,849 +21%
MC
27
Menta Capital
California
$1.08M -$368K -27,354 -27%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.05M -$26.9K -2,000 -3%
Axa
29
Axa
France
$980K -$41.7K -3,100 -4%
RI
30
Ridgewood Investments
New Jersey
$959K +$898K +66,759 New
Asset Management One
31
Asset Management One
Japan
$930K +$115K +8,576 +15%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$828K +$29.6K +2,200 +4%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$824K -$312K -23,170 -29%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$811K +$155K +11,485 +26%
UR
35
USCA RIA
Texas
$795K +$744K +55,290 New
SO
36
STRS Ohio
Ohio
$776K +$41.7K +3,097 +6%
PCM
37
Perritt Capital Management
Illinois
$719K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$697K +$496K +36,869 +318%
LPL Financial
39
LPL Financial
California
$650K +$15.7K +1,168 +3%
TA
40
Teachers Advisors
New York
$648K +$54.2K +4,027 +10%
SCM
41
Silver Capital Management
New York
$626K +$136K +10,080 +30%
Bank of America
42
Bank of America
North Carolina
$595K +$84.1K +6,252 +18%
JIR
43
James Investment Research
Ohio
$591K +$118K +8,800 +27%
PPA
44
Parametric Portfolio Associates
Washington
$584K +$119K +8,874 +28%
CS
45
Credit Suisse
Switzerland
$560K +$349K +25,953 +200%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$552K +$516K +38,372 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$551K +$49.4K +3,673 +11%
TCM
48
Texan Capital Management
Texas
$514K
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$498K -$592K -44,000 -56%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$488K -$42K -3,120 -8%