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WSR

Whitestone REIT
WSR

92 hedge funds and large institutions have $122M invested in Whitestone REIT in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,267% more call options, than puts

Call options by funds: $502K | Put options by funds: $6K

7% more capital invested

Capital invested by funds: $114M → $122M (+$7.89M)

0.44% more ownership

Funds ownership: 36.06%36.49% (+0.44%)

0% more funds holding

Funds holding: 9292 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
32
Reduced
33
Closed
9
Calls
$502K
Puts
$6K
Net Calls
+$496K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
51
VSR Financial Services
Kansas
$294K +$27.9K +1,959 +11%
AIG
52
American International Group
New York
$289K +$2.11K +148 +0.8%
CPSAC
53
Chas P. Smith & Associates (CPS)
Florida
$276K -$491K -34,510 -65%
HFS
54
HL Financial Services
Kentucky
$260K +$39.9K +2,800 +19%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258K -$46.5K -3,267 -16%
NFA
56
Nationwide Fund Advisors
Ohio
$258K +$9.37K +658 +4%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$255K +$23.3K +1,640 +11%
Goldman Sachs
58
Goldman Sachs
New York
$230K -$98.5K -6,920 -31%
PPA
59
Parametric Portfolio Associates
Washington
$229K +$13.6K +954 +7%
Invesco
60
Invesco
Georgia
$222K
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$217K -$2.13K -150 -1%
CS
62
Credit Suisse
Switzerland
$206K -$64.3K -4,519 -25%
PSI
63
Pinnacle Summer Investments
Virginia
$194K +$183K +12,836 New
IOOF
64
Independent Order of Foresters
Ontario, Canada
$180K
Deutsche Bank
65
Deutsche Bank
Germany
$168K -$191K -13,435 -54%
ProShare Advisors
66
ProShare Advisors
Maryland
$161K -$154K -10,801 -50%
FAAS
67
First Allied Advisory Services
California
$151K -$22.8K -1,600 -13%
BA
68
BlackRock Advisors
Delaware
$139K -$37.7K -2,651 -22%
WEC
69
Winslow Evans & Crocker
Massachusetts
$139K -$3.84K -270 -3%
BRWM
70
B. Riley Wealth Management
Tennessee
$131K +$1.98K +139 +2%
Barclays
71
Barclays
United Kingdom
$113K -$67.9K -4,771 -37%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$103K +$98.4K +6,913 New
BRWA
73
B. Riley Wealth Advisors
Florida
$93.9K +$89.7K +6,300 New
RFC
74
Russell Frank Company
Washington
$76K -$25.1K -1,763 -26%
US Bancorp
75
US Bancorp
Minnesota
$75K