WSR

Whitestone REIT
WSR

Overview Fund Activity

92 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
36
Reduced
28
Closed
9
Calls
$350K
Puts
$6K
Net Calls
+$344K
Net Calls Change
+$628K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$30.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.53M
3
BIT
3
BlackRock Institutional Trust
California
$10.2M
4
OAM
4
Orinda Asset Management
California
$1.74M
5
CPP
5
Crow Point Partners
Massachusetts
$866K

Top Sellers

1
FM
1
Forward Management
California
$0
2
NC
2
NBW Capital
Massachusetts
$2.41M
3
BI
3
Bulldog Investors
New Jersey
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.26M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
$289K 19,992 +410 +2%
AIG
52
American International Group
New York
$278K 19,252 +5,088 +36%
CS
53
Credit Suisse
Switzerland
$265K 18,347 -9,509 -34%
VFS
54
VSR Financial Services
Kansas
$256K 17,762 – –
NFA
55
Nationwide Fund Advisors
Ohio
$241K 16,672 +277 +2%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$223K 15,460 -2,991 -16%
Invesco
57
Invesco
Georgia
$215K 14,865 +14,522 +4,234%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$213K 14,732 -592 -4%
TC
59
TFS Capital
Pennsylvania
$211K 14,603 -28,203 -66%
HFS
60
HL Financial Services
Kentucky
$211K 14,632 -1,102 -7%
PPA
61
Parametric Portfolio Associates
Washington
$208K 14,372 -1,865 -11%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$198K 13,698 – –
Barclays
63
Barclays
United Kingdom
$180K 12,884 +2,430 +23%
IOOF
64
Independent Order of Foresters
Ontario, Canada
$174K 12,082 – –
BA
65
BlackRock Advisors
Delaware
$173K 11,985 +594 +5%
FAAS
66
First Allied Advisory Services
California
$172K 11,874 +600 +5%
GC
67
Guggenheim Capital
Illinois
$147K 10,189 +10,189 New
WEC
68
Winslow Evans & Crocker
Massachusetts
$138K 9,560 -220 -2%
BRWM
69
B. Riley Wealth Management
Tennessee
$125K 8,669 +8,669 New
RFC
70
Russell Frank Company
Washington
$99K 6,863 +1,000 +17%
US Bancorp
71
US Bancorp
Minnesota
$72K 4,987 – –
Citigroup
72
Citigroup
New York
$63K 4,374 -5,303 -55%
U
73
UBS
Switzerland
$63K 4,323 +2,000 +86%
M&T Bank
74
M&T Bank
New York
$32K 2,215 +215 +11%
Credit Agricole
75
Credit Agricole
France
$30K 2,100 -200 -9%
1 2
3
4 5