WSR

Whitestone REIT
WSR

Overview Fund Activity

92 hedge funds and large institutions have $109M invested in Whitestone REIT in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
41
Reduced
18
Closed
8
Calls
$41K
Puts
$325K
Net Calls
-$284K
Net Calls Change
-$284K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.5M
2
PCM
2
Perritt Capital Management
Illinois
$3.11M
3
BIT
3
BlackRock Institutional Trust
California
$8.31M
4
GPGA
4
Grandeur Peak Global Advisors
Utah
$2.81M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.36M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$711K
3
ADMI
3
Albert D. Mason Inc
Massachusetts
$0
4
ICM
4
IMS Capital Management
Oregon
$186K
5
Deutsche Bank
5
Deutsche Bank
Germany
$205K
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
76
Prelude Capital Management
New York
$35K 2,600 +2,600 New
U
77
UBS
Switzerland
$31K 2,323 +302 +15%
Credit Agricole
78
Credit Agricole
France
$31K 2,300 +400 +21%
M&T Bank
79
M&T Bank
New York
$27K 2,000 – –
ClearBridge Investments
80
ClearBridge Investments
New York
$27K 2,000 – –
TRCT
81
Tower Research Capital (TRC)
New York
$26K 1,970 +1,563 +384%
BJ
82
BlackRock Japan
Japan
$23K 1,715 +158 +10%
Mitsubishi UFJ Asset Management
83
Mitsubishi UFJ Asset Management
Japan
$22K 1,650 – –
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$17K 1,298 – –
SAMC
85
Shinko Asset Management Company
Japan
$13K 1,000 +200 +25%
BlackRock
86
BlackRock
New York
$12K 934 +174 +23%
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$7K 500 – –
DCMA
88
Daiwa Capital Markets America
New York
$7K 500 +500 New
Invesco
89
Invesco
Georgia
$5K 343 -8,065 -96%
NES
90
New England Securities
New York
$5K 350 – –
Group One Trading
91
Group One Trading
Illinois
$4K 300 +300 New
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257 19,195 +7,319 +62%
Fidelity Investments
93
Fidelity Investments
Massachusetts
– – -169,805 Closed
ADMI
94
Albert D. Mason Inc
Massachusetts
– – -20,550 Closed
ProShare Advisors
95
ProShare Advisors
Maryland
– – -10,827 Closed
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
– – -10,582 Closed
EMFAT
97
Emerald Mutual Fund Advisers Trust
Pennsylvania
– – -10,250 Closed
LTFS
98
Ladenburg Thalmann Financial Services
Florida
– – -1,746 Closed
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
– – -100 Closed
FTUS
100
Flow Traders U.S.
New York
– – -1 Closed
1 2 3
4