WSR

Whitestone REIT
WSR

Overview Fund Activity

95 hedge funds and large institutions have $126M invested in Whitestone REIT in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
40
Reduced
23
Closed
10
Calls
$901K
Puts
$472K
Net Calls
+$429K
Net Calls Change
-$24K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.6M
2
PCM
2
Perritt Capital Management
Illinois
$4.38M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.25M
4
NI
4
Numeric Investors
Massachusetts
$1.32M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.68M

Top Sellers

1
GPGA
1
Grandeur Peak Global Advisors
Utah
$0
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
DCM
3
Dupont Capital Management
Delaware
$0
4
Wells Fargo
4
Wells Fargo
California
$351K
5
PAM
5
PVG Asset Management
Colorado
$2.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$295K 22,680 -7,719 -25%
HFS
52
HL Financial Services
Kentucky
$294K 22,567 +5,594 +33%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$273K 21,000 – –
VOYA Investment Management
54
VOYA Investment Management
Georgia
$270K 20,725 – –
VKH
55
Virtu KCG Holdings
New York
$270K 20,728 +20,728 New
LPL Financial
56
LPL Financial
California
$257K 19,530 +4,910 +34%
BFM
57
Boothbay Fund Management
New York
$256K 19,686 +9,686 +97%
VFS
58
VSR Financial Services
Kansas
$254K 19,485 – –
TIAAOA
59
Teachers Insurance & Annuity Association of America
New York
$242K 18,600 -23,131 -55%
FAAS
60
First Allied Advisory Services
California
$219K 16,866 +3,008 +22%
NFA
61
Nationwide Fund Advisors
Ohio
$198K 15,203 -1,162 -7%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$193K 14,803 -4,176 -22%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$192K 14,729 – –
AIG
64
American International Group
New York
$185K 14,245 -477 -3%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$171K 13,164 -135 -1%
PSI
66
Pinnacle Summer Investments
Virginia
$167K 12,836 – –
HI
67
Horizon Investments
North Carolina
$155K 11,868 +11,868 New
BA
68
BlackRock Advisors
Delaware
$153K 11,742 – –
FFS
69
Founders Financial Securities
Maryland
$153K 11,736 +11,736 New
Nomura Asset Management
70
Nomura Asset Management
Japan
$140K 10,720 +10,720 New
Tudor Investment Corp
71
Tudor Investment Corp
Connecticut
$132K 10,138 +10,138 New
WEC
72
Winslow Evans & Crocker
Massachusetts
$113K 8,708 -650 -7%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$105K 8,093 +3,190 +65%
BRWM
74
B. Riley Wealth Management
Tennessee
$84K 6,511 +109 +2%
MTB
75
Mizuho Trust & Banking
Japan
$70K 5,350 – –
1 2
3
4 5