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WSR

Whitestone REIT
WSR

126 hedge funds and large institutions have $180M invested in Whitestone REIT in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $138M → $180M (+$41.2M)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 122126 (+4)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

1.26% less ownership

Funds ownership: 54.42%53.16% (-1.3%)

41% less call options, than puts

Call options by funds: $284K | Put options by funds: $482K

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
41
Reduced
40
Closed
19
Calls
$284K
Puts
$482K
Net Calls
-$198K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
51
Dupont Capital Management
Delaware
$434K +$391K +54,392 New
IA
52
IndexIQ Advisors
New York
$384K +$23.8K +3,303 +7%
LPL Financial
53
LPL Financial
California
$365K -$6.51K -905 -2%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$363K +$209K +29,057 +176%
Comerica Bank
55
Comerica Bank
Texas
$354K -$288 -40 -0.1%
AllianceBernstein
56
AllianceBernstein
Tennessee
$338K -$154K -21,479 -34%
SOADOR
57
State of Alaska Department of Revenue
Alaska
$336K -$44.5K -6,189 -13%
ECM
58
ExodusPoint Capital Management
New York
$320K +$171K +23,764 +145%
Canada Life
59
Canada Life
Manitoba, Canada
$297K -$104K -14,445 -28%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$296K -$5.16K -717 -2%
UBS Group
61
UBS Group
Switzerland
$288K +$164K +22,744 +170%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$263K
Jane Street
63
Jane Street
New York
$261K +$236K +32,748 New
TPSF
64
Texas Permanent School Fund
Texas
$255K -$37.5K -5,208 -14%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$255K
GCP
66
GSA Capital Partners
United Kingdom
$252K +$227K +31,628 New
Nomura Asset Management
67
Nomura Asset Management
Japan
$251K
COPPSERS
68
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$246K -$331 -46 -0.1%
CSS
69
Cubist Systematic Strategies
Connecticut
$236K +$63.7K +8,856 +43%
Citadel Advisors
70
Citadel Advisors
Florida
$234K +$211K +29,345 New
Deutsche Bank
71
Deutsche Bank
Germany
$225K +$57.6K +8,005 +40%
RI
72
Ridgewood Investments
New Jersey
$217K
Two Sigma Investments
73
Two Sigma Investments
New York
$216K -$742K -103,166 -79%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$213K +$5.38K +748 +3%
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
$213K +$64.3K +8,941 +50%