WSR

Whitestone REIT
WSR

Overview Fund Activity

105 hedge funds and large institutions have $173M invested in Whitestone REIT in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
105
Holders Change
-9
Holders Change %
-7.89%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
44
Reduced
34
Closed
12
Calls
$722K
Puts
$198K
Net Calls
+$524K
Net Calls Change
-$421K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4.43M
2
Invesco
2
Invesco
Georgia
$10.3M
3
PCM
3
Piermont Capital Management
Missouri
$2.04M
4
Charles Schwab
4
Charles Schwab
California
$2.76M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$1.61M

Top Sellers

1
CIM
1
Calvert Investment Management
Maryland
$0
2
Millennium Management
2
Millennium Management
New York
$751K
3
MC
3
Menta Capital
California
$1.42M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$781K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
51
Guggenheim Capital
Illinois
$438K 31,610 -47,167 -60%
TIAAOA
52
Teachers Insurance & Annuity Association of America
New York
$383K 27,622 – –
NI
53
Numeric Investors
Massachusetts
$375K 27,000 -10,700 -28%
Connor, Clark & Lunn Investment Management (CC&L)
54
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$356K 25,617 -5,483 -18%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$341K 24,600 – –
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$340K 24,519 +59 +0.2%
TCT
57
TIAA CREF Trust
Missouri
$332K 23,915 -1,500 -6%
HFS
58
HL Financial Services
Kentucky
$330K 23,758 +1,801 +8%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$285K 20,522 – –
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$280K 20,197 -1,086 -5%
NFA
61
Nationwide Fund Advisors
Ohio
$236K 17,008 – –
Nomura Asset Management
62
Nomura Asset Management
Japan
$235K 16,920 – –
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$220K 15,817 +220 +1%
AIG
64
American International Group
New York
$209K 15,091 +23 +0.2%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$205K 14,787 +14,787 New
BA
66
BlackRock Advisors
Delaware
$204K 14,691 +879 +6%
SI
67
SII Investments
Wisconsin
$200K 14,383 +14,383 New
Deutsche Bank
68
Deutsche Bank
Germany
$199K 14,409 -51,933 -78%
AG
69
Aperio Group
California
$187K 13,466 +3,120 +30%
First Trust Advisors
70
First Trust Advisors
Illinois
$184K 13,265 +2,415 +22%
CS
71
Credit Suisse
Switzerland
$180K 12,960 -37,717 -74%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$161K 11,592 -10,017 -46%
CIA
73
Capital Investment Advisors
Georgia
$157K 11,300 – –
BW
74
Bison Wealth
Georgia
$156K 11,220 -150 -1%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$130K 9,364 -1,693 -15%
1 2
3
4 5