WSR

Whitestone REIT
WSR

Overview Fund Activity

91 hedge funds and large institutions have $133M invested in Whitestone REIT in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
36
Reduced
27
Closed
6
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
+$216K

Top Buyers

1
PAM
1
PVG Asset Management
Colorado
$5.17M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$36.3M
3
BFA
3
BlackRock Fund Advisors
California
$9.32M
4
DCM
4
Dupont Capital Management
Delaware
$1.02M
5
GC
5
Guggenheim Capital
Illinois
$1.1M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
PCM
2
Perritt Capital Management
Illinois
$3.35M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$553K
4
PP
4
PDT Partners
New York
$0
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
76
Russell Frank Company
Washington
$36K 2,323 +798 +52%
ClearBridge Investments
77
ClearBridge Investments
New York
$30K 2,000 – –
Credit Agricole
78
Credit Agricole
France
$25K 1,600 -200 -11%
TRCT
79
Tower Research Capital (TRC)
New York
$21K 1,400 +1,400 New
BlackRock
80
BlackRock
New York
$19K 1,235 +171 +16%
Barclays
81
Barclays
United Kingdom
$19K 1,276 +522 +69%
BJ
82
BlackRock Japan
Japan
$18K 1,191 -433 -27%
AllianceBernstein
83
AllianceBernstein
Tennessee
$14K 900 – –
SAMC
84
Shinko Asset Management Company
Japan
$11K 700 -200 -22%
Daiwa Securities Group
85
Daiwa Securities Group
Japan
$9K 600 – –
TFA
86
Transamerica Financial Advisors
Florida
$8K 500 – –
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$7K 446 – –
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$4K 250 +250 New
NES
89
New England Securities
New York
$2K 150 – –
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$271 17,911 -533 -3%
BRWA
91
B. Riley Wealth Advisors
Florida
$43 2,840 +2,840 New
DCM
92
Driehaus Capital Management
Illinois
– – -86,100 Closed
PP
93
PDT Partners
New York
– – -11,151 Closed
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
– – -10,000 Closed
IOOF
95
Independent Order of Foresters
Ontario, Canada
– – -5,282 Closed
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
– – -143 Closed
GC
97
Globeflex Capital
California
– – -85 Closed
PG
98
PEAK6 Group
Illinois
– – – –
Group One Trading
99
Group One Trading
Illinois
– – – –
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– – – –
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