WSR

Whitestone REIT
WSR

Overview Fund Activity

92 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
36
Reduced
28
Closed
9
Calls
$350K
Puts
$6K
Net Calls
+$344K
Net Calls Change
+$628K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$30.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.53M
3
BIT
3
BlackRock Institutional Trust
California
$10.2M
4
OAM
4
Orinda Asset Management
California
$1.74M
5
CPP
5
Crow Point Partners
Massachusetts
$866K

Top Sellers

1
FM
1
Forward Management
California
$0
2
NC
2
NBW Capital
Massachusetts
$2.41M
3
BI
3
Bulldog Investors
New Jersey
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.26M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ClearBridge Investments
76
ClearBridge Investments
New York
$29K 2,000 – –
AllianceBernstein
77
AllianceBernstein
Tennessee
$26K 1,777 -2,374 -57%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$24K 1,650 – –
BJ
79
BlackRock Japan
Japan
$22K 1,511 -204 -12%
DADC
80
D.A. Davidson & Co
Montana
$21K 1,500 -2,500 -63%
Group One Trading
81
Group One Trading
Illinois
$20K 1,410 +1,110 +370%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$19K 1,298 – –
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$14.9K 1,062 -3,070 -74%
SAMC
84
Shinko Asset Management Company
Japan
$14K 1,000 – –
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$14K 1,000 +1,000 New
BlackRock
86
BlackRock
New York
$13K 934 – –
TFA
87
Transamerica Financial Advisors
Florida
$8K 500 +500 New
Daiwa Securities Group
88
Daiwa Securities Group
Japan
$7K 500 – –
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$6K 446 +446 New
NES
90
New England Securities
New York
$2K 150 -200 -57%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$2K 125 +125 New
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297 20,554 +1,359 +7%
FM
93
Forward Management
California
– – -564,600 Closed
BI
94
Bulldog Investors
New Jersey
– – -104,963 Closed
Wellington Management Group
95
Wellington Management Group
Massachusetts
– – -31,100 Closed
PP
96
PDT Partners
New York
– – -18,747 Closed
ICM
97
IMS Capital Management
Oregon
– – -13,882 Closed
PG
98
PEAK6 Group
Illinois
– – -4,725 Closed
BRWA
99
B. Riley Wealth Advisors
Florida
– – -4,626 Closed
PCM
100
Prelude Capital Management
New York
– – -2,600 Closed
1 2 3
4
5