WSR

Whitestone REIT
WSR

Overview Fund Activity

89 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
31
Reduced
31
Closed
11
Calls
$287K
Puts
$3K
Net Calls
+$284K
Net Calls Change
-$212K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$32.4M
2
BIT
2
BlackRock Institutional Trust
California
$11.1M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.64M
4
GC
4
Guggenheim Capital
Illinois
$493K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.56M

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$0
2
CPP
2
Crow Point Partners
Massachusetts
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$784K
4
BFA
4
BlackRock Fund Advisors
California
$7.56M
5
DBT
5
Dubuque Bank & Trust
Iowa
$732K
Name Market Value Shares Shares
Change 		Shares
Change %
NFA
51
Nationwide Fund Advisors
Ohio
$245K 17,562 +232 +1%
AIG
52
American International Group
New York
$225K 16,149 -3,251 -17%
Invesco
53
Invesco
Georgia
$217K 15,545 +680 +5%
NCCM
54
Nine Chapters Capital Management
New Jersey
$209K 15,000 -20,600 -58%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$206K 14,749 -9,896 -40%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$203K 14,582 – –
LPL Financial
57
LPL Financial
California
$197K 14,161 +14,161 New
FAAS
58
First Allied Advisory Services
California
$195K 13,858 +3,584 +35%
CS
59
Credit Suisse
Switzerland
$180K 12,934 -894 -6%
PSI
60
Pinnacle Summer Investments
Virginia
$179K 12,836 – –
PP
61
PDT Partners
New York
$155K 11,151 -11,441 -51%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$139K 10,000 +10,000 New
BA
63
BlackRock Advisors
Delaware
$130K 9,334 – –
WEC
64
Winslow Evans & Crocker
Massachusetts
$130K 9,290 – –
BRWM
65
B. Riley Wealth Management
Tennessee
$119K 8,568 -240 -3%
Deutsche Bank
66
Deutsche Bank
Germany
$88K 6,373 -4,925 -44%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$87K 6,295 -618 -9%
IOOF
68
Independent Order of Foresters
Ontario, Canada
$74K 5,282 -6,800 -56%
US Bancorp
69
US Bancorp
Minnesota
$70K 4,987 – –
Legal & General Group
70
Legal & General Group
United Kingdom
$58K 4,148 +4,148 New
Citigroup
71
Citigroup
New York
$35K 2,526 -812 -24%
MOACM
72
Mutual of America Capital Management
New York
$35K 2,500 – –
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$34K 2,410 +760 +46%
ClearBridge Investments
74
ClearBridge Investments
New York
$28K 2,000 – –
Credit Agricole
75
Credit Agricole
France
$25K 1,800 -100 -5%
1 2
3
4 5