WSR

Whitestone REIT
WSR

Overview Fund Activity

91 hedge funds and large institutions have $133M invested in Whitestone REIT in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
36
Reduced
27
Closed
6
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
+$216K

Top Buyers

1
PAM
1
PVG Asset Management
Colorado
$5.17M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$36.3M
3
BFA
3
BlackRock Fund Advisors
California
$9.32M
4
DCM
4
Dupont Capital Management
Delaware
$1.02M
5
GC
5
Guggenheim Capital
Illinois
$1.1M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
PCM
2
Perritt Capital Management
Illinois
$3.35M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$553K
4
PP
4
PDT Partners
New York
$0
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
51
HL Financial Services
Kentucky
$275K 18,187 +605 +3%
CPSAC
52
Chas P. Smith & Associates (CPS)
Florida
$268K 17,735 +55 +0.3%
NFA
53
Nationwide Fund Advisors
Ohio
$268K 17,718 +156 +0.9%
CS
54
Credit Suisse
Switzerland
$266K 17,622 +4,688 +36%
Invesco
55
Invesco
Georgia
$247K 16,335 +790 +5%
LPL Financial
56
LPL Financial
California
$240K 15,881 +1,720 +12%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$220K 14,569 -180 -1%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$216K 14,088 -494 -3%
AIG
59
American International Group
New York
$213K 14,092 -2,057 -13%
FAAS
60
First Allied Advisory Services
California
$209K 13,858 – –
PSI
61
Pinnacle Summer Investments
Virginia
$201K 12,836 – –
Two Sigma Advisers
62
Two Sigma Advisers
New York
$169K 11,200 +11,200 New
First Trust Advisors
63
First Trust Advisors
Illinois
$167K 11,067 +11,067 New
Goldman Sachs
64
Goldman Sachs
New York
$153K 10,155 +10,155 New
WEC
65
Winslow Evans & Crocker
Massachusetts
$141K 9,358 +68 +0.7%
BA
66
BlackRock Advisors
Delaware
$133K 8,809 -525 -6%
BRWM
67
B. Riley Wealth Management
Tennessee
$107K 7,104 -1,464 -17%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$98K 6,513 +218 +3%
Citigroup
69
Citigroup
New York
$76K 5,037 +2,511 +99%
US Bancorp
70
US Bancorp
Minnesota
$75K 4,987 – –
Deutsche Bank
71
Deutsche Bank
Germany
$71K 4,794 -1,579 -25%
Legal & General Group
72
Legal & General Group
United Kingdom
$64K 4,148 – –
UBS Group
73
UBS Group
Switzerland
$61K 4,010 +4,010 New
MOACM
74
Mutual of America Capital Management
New York
$48K 3,150 +650 +26%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$37K 2,410 – –
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3
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