WSR

Whitestone REIT
WSR

Overview Fund Activity

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.

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

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$12.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.1M
3
BIT
3
BlackRock Institutional Trust
California
$16.4M
4
SFM
4
Systematic Financial Management
New Jersey
$1.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.71M

Top Sellers

1
PCM
1
Piermont Capital Management
Missouri
$0
2
Invesco
2
Invesco
Georgia
$9.22M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$255K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.43M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$1.25M 86,645 +14,849 +21%
MC
27
Menta Capital
California
$1.08M 74,907 -27,354 -27%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.05M 73,237 -2,000 -3%
Axa
29
Axa
France
$980K 68,129 -3,100 -4%
RI
30
Ridgewood Investments
New Jersey
$959K 66,759 +66,759 New
Asset Management One
31
Asset Management One
Japan
$930K 64,706 +8,576 +15%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$828K 57,588 +2,200 +4%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$824K 57,331 -23,170 -29%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$811K 56,346 +11,485 +26%
UR
35
USCA RIA
Texas
$795K 55,290 +55,290 New
SO
36
STRS Ohio
Ohio
$776K 53,987 +3,097 +6%
PCM
37
Perritt Capital Management
Illinois
$719K 50,000 – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$697K 48,461 +36,869 +318%
LPL Financial
39
LPL Financial
California
$650K 45,350 +1,168 +3%
TA
40
Teachers Advisors
New York
$648K 45,051 +4,027 +10%
SCM
41
Silver Capital Management
New York
$626K 43,560 +10,080 +30%
Bank of America
42
Bank of America
North Carolina
$595K 41,417 +6,252 +18%
JIR
43
James Investment Research
Ohio
$591K 41,110 +8,800 +27%
PPA
44
Parametric Portfolio Associates
Washington
$584K 40,592 +8,874 +28%
CS
45
Credit Suisse
Switzerland
$560K 38,913 +25,953 +200%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$552K 38,372 +38,372 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$551K 38,333 +3,673 +11%
TCM
48
Texan Capital Management
Texas
$514K 35,714 – –
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$498K 34,600 -44,000 -56%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$488K 33,930 -3,120 -8%
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