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WSR

Whitestone REIT
WSR

91 hedge funds and large institutions have $145M invested in Whitestone REIT in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,650% more call options, than puts

Call options by funds: $455K | Put options by funds: $2K

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $133M → $145M (+$11.8M)

1.38% more ownership

Funds ownership: 38.57%39.95% (+1.4%)

0% more funds holding

Funds holding: 9191 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

Holders
91
Holders Change
Holders Change %
0%
% 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
10
Increased
27
Reduced
37
Closed
9
Calls
$455K
Puts
$2K
Net Calls
+$453K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
51
HL Financial Services
Kentucky
$270K -$19.1K -1,214 -7%
NFA
52
Nationwide Fund Advisors
Ohio
$260K -$21.3K -1,353 -8%
LPL Financial
53
LPL Financial
California
$234K -$19.8K -1,261 -8%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$234K +$2.51K +160 +1%
AIG
55
American International Group
New York
$234K +$9.89K +630 +4%
AQR Capital Management
56
AQR Capital Management
Connecticut
$225K +$223K +14,200 New
FAAS
57
First Allied Advisory Services
California
$220K
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$211K -$12.4K -789 -6%
PSI
59
Pinnacle Summer Investments
Virginia
$204K
BA
60
BlackRock Advisors
Delaware
$186K +$46.1K +2,933 +33%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$180K -$397K -25,254 -69%
BFM
62
Boothbay Fund Management
New York
$159K +$157K +10,000 New
WEC
63
Winslow Evans & Crocker
Massachusetts
$149K
Deutsche Bank
64
Deutsche Bank
Germany
$122K +$46.9K +2,984 +62%
BRWM
65
B. Riley Wealth Management
Tennessee
$101K -$11K -702 -10%
MTB
66
Mizuho Trust & Banking
Japan
$85K +$84K +5,350 New
US Bancorp
67
US Bancorp
Minnesota
$80K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$78K -$25.3K -1,610 -25%
Legal & General Group
69
Legal & General Group
United Kingdom
$66K
AllianceBernstein
70
AllianceBernstein
Tennessee
$59K +$44K +2,800 +311%
MOACM
71
Mutual of America Capital Management
New York
$50K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$41K +$36.8K +2,344 +938%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$38K
Citigroup
74
Citigroup
New York
$37K -$42.7K -2,719 -54%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$31.2K +$30.8K +1,964 New