WSR

Whitestone REIT
WSR

Overview Fund Activity

91 hedge funds and large institutions have $145M invested in Whitestone REIT in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
–
Holders Change %
0%
% 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
10
Increased
27
Reduced
37
Closed
9
Calls
$455K
Puts
$2K
Net Calls
+$453K
Net Calls Change
-$47K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$40.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.36M
3
BIT
3
BlackRock Institutional Trust
California
$13.6M
4
Charles Schwab
4
Charles Schwab
California
$1.27M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.38M

Top Sellers

1
PAM
1
PVG Asset Management
Colorado
$3.77M
2
TA
2
Teachers Advisors
New York
$522K
3
NI
3
Numeric Investors
Massachusetts
$0
4
PCM
4
Perritt Capital Management
Illinois
$2.88M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
Group One Trading
76
Group One Trading
Illinois
$25K 1,600 +1,600 New
Credit Agricole
77
Credit Agricole
France
$22K 1,400 -200 -13%
CTC
78
Central Trust Company
Missouri
$21K 1,300 +1,300 New
BlackRock
79
BlackRock
New York
$20K 1,235 – –
Barclays
80
Barclays
United Kingdom
$20K 1,366 +90 +7%
BJ
81
BlackRock Japan
Japan
$16K 1,035 -156 -13%
Creative Planning
82
Creative Planning
Kansas
$16K 1,004 +1,004 New
TRCT
83
Tower Research Capital (TRC)
New York
$14K 877 -523 -37%
Daiwa Securities Group
84
Daiwa Securities Group
Japan
$13K 800 +200 +33%
SAMC
85
Shinko Asset Management Company
Japan
$10K 600 -100 -14%
TFA
86
Transamerica Financial Advisors
Florida
$8K 500 – –
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$7K 446 – –
RFC
88
Russell Frank Company
Washington
$6K 399 -1,924 -83%
GI
89
Gradient Investments
Minnesota
$2K 115 +115 New
MFS
90
MSI Financial Services
Massachusetts
$2K 150 +150 New
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$281 17,715 -196 -1%
NI
92
Numeric Investors
Massachusetts
– – -44,595 Closed
CPSAC
93
Chas P. Smith & Associates (CPS)
Florida
– – -17,735 Closed
CS
94
Credit Suisse
Switzerland
– – -17,622 Closed
Two Sigma Advisers
95
Two Sigma Advisers
New York
– – -11,200 Closed
First Trust Advisors
96
First Trust Advisors
Illinois
– – -11,067 Closed
Goldman Sachs
97
Goldman Sachs
New York
– – -10,155 Closed
UBS Group
98
UBS Group
Switzerland
– – -4,010 Closed
BRWA
99
B. Riley Wealth Advisors
Florida
– – -2,840 Closed
ClearBridge Investments
100
ClearBridge Investments
New York
– – -2,000 Closed
1 2 3
4
5