WSR

Whitestone REIT
WSR

Overview Fund Activity

89 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
31
Reduced
31
Closed
11
Calls
$287K
Puts
$3K
Net Calls
+$284K
Net Calls Change
-$212K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$32.4M
2
BIT
2
BlackRock Institutional Trust
California
$11.1M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.64M
4
GC
4
Guggenheim Capital
Illinois
$493K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.56M

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$0
2
CPP
2
Crow Point Partners
Massachusetts
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$784K
4
BFA
4
BlackRock Fund Advisors
California
$7.56M
5
DBT
5
Dubuque Bank & Trust
Iowa
$732K
Name Market Value Shares Shares
Change 		Shares
Change %
BJ
76
BlackRock Japan
Japan
$23K 1,624 +240 +17%
RFC
77
Russell Frank Company
Washington
$21K 1,525 -3,575 -70%
BlackRock
78
BlackRock
New York
$15K 1,064 +156 +17%
SAMC
79
Shinko Asset Management Company
Japan
$13K 900 – –
AllianceBernstein
80
AllianceBernstein
Tennessee
$13K 900 +900 New
Barclays
81
Barclays
United Kingdom
$10K 754 -7,359 -91%
Daiwa Securities Group
82
Daiwa Securities Group
Japan
$8K 600 – –
TFA
83
Transamerica Financial Advisors
Florida
$7K 500 – –
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$6K 446 – –
U
85
UBS
Switzerland
$4K 313 +313 New
NES
86
New England Securities
New York
$2K 150 – –
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$1.99K 143 +143 New
GC
88
Globeflex Capital
California
$1K 85 +85 New
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257 18,444 +1,157 +7%
BCM
90
Bridgeway Capital Management
Texas
– – -77,000 Closed
CPP
91
Crow Point Partners
Massachusetts
– – -60,000 Closed
Jacobs Levy Equity Management
92
Jacobs Levy Equity Management
New Jersey
– – -23,294 Closed
Goldman Sachs
93
Goldman Sachs
New York
– – -15,431 Closed
ProShare Advisors
94
ProShare Advisors
Maryland
– – -10,788 Closed
BRWA
95
B. Riley Wealth Advisors
Florida
– – -6,300 Closed
M&T Bank
96
M&T Bank
New York
– – -2,215 Closed
VFA
97
Virtus Fund Advisers
Connecticut
– – -1,912 Closed
DADC
98
D.A. Davidson & Co
Montana
– – -1,500 Closed
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
– – -1,298 Closed
Group One Trading
100
Group One Trading
Illinois
– – -400 Closed
1 2 3
4
5