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WSR

Whitestone REIT
WSR

115 hedge funds and large institutions have $250M invested in Whitestone REIT in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $761K

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

21% more capital invested

Capital invested by funds: $207M → $250M (+$43.9M)

11% more funds holding

Funds holding: 104115 (+11)

5.54% more ownership

Funds ownership: 44.3%49.84% (+5.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
28
Increased
37
Reduced
27
Closed
16
Calls
$2.25M
Puts
$761K
Net Calls
+$1.49M
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$1.29M +$11.3K +884 +0.9%
Bank of America
27
Bank of America
North Carolina
$1.19M +$678K +52,976 +138%
GS
28
Girard Securities
California
$1.1M -$761K -59,511 -41%
Asset Management One
29
Asset Management One
Japan
$1.05M +$13.8K +1,076 +1%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$1.04M +$403K +31,516 +65%
UR
31
USCA RIA
Texas
$994K
WMC
32
Westwood Management Corporation
Illinois
$966K -$256K -20,000 -21%
RI
33
Ridgewood Investments
New Jersey
$926K +$53.9K +4,216 +6%
Legal & General Group
34
Legal & General Group
United Kingdom
$906K +$789K +61,640 +791%
TA
35
Teachers Advisors
New York
$877K
Prudential Financial
36
Prudential Financial
New Jersey
$826K +$810K +63,281 New
LSV Asset Management
37
LSV Asset Management
Illinois
$784K -$787K -61,500 -51%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$780K -$69.6K -5,440 -8%
SO
39
STRS Ohio
Ohio
$747K -$7.16K -560 -1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$707K +$36.2K +2,833 +6%
UBS Group
41
UBS Group
Switzerland
$668K +$542K +42,351 +481%
Canada Life
42
Canada Life
Manitoba, Canada
$630K +$618K +48,324 New
CSS
43
Cubist Systematic Strategies
Connecticut
$606K +$594K +46,423 New
LPL Financial
44
LPL Financial
California
$602K +$3.58K +280 +0.6%
JP Morgan Chase
45
JP Morgan Chase
New York
$594K +$583K +45,556 New
IA
46
IndexIQ Advisors
New York
$591K +$15.3K +1,199 +3%
Comerica Bank
47
Comerica Bank
Texas
$537K +$514K +40,175 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$526K +$63K +4,921 +14%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$523K +$99.1K +7,746 +24%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$513K