WSR

Whitestone REIT
WSR

Overview Fund Activity

93 hedge funds and large institutions have $127M invested in Whitestone REIT in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
47
Reduced
19
Closed
12
Calls
$845K
Puts
$556K
Net Calls
+$289K
Net Calls Change
-$140K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$3.88M
2
PAM
2
PVG Asset Management
Colorado
$5.61M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$4.18M
4
BIT
4
BlackRock Institutional Trust
California
$11.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.63M

Top Sellers

1
NC
1
NBW Capital
Massachusetts
$0
2
TWMP
2
Taylor Wealth Management Partners
Massachusetts
$2.65M
3
TFMS
3
Trust & Fiduciary Management Services
Massachusetts
$0
4
NI
4
Numeric Investors
Massachusetts
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$429K
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$59K 5,143 +156 +3%
Citigroup
77
Citigroup
New York
$56K 4,858 +3,324 +217%
Legal & General Group
78
Legal & General Group
United Kingdom
$47K 4,148 – –
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$46K 4,010 +1,600 +66%
Victory Capital Management
80
Victory Capital Management
Texas
$43K 3,726 -253 -6%
SAMC
81
Shinko Asset Management Company
Japan
$20K 1,700 – –
Credit Agricole
82
Credit Agricole
France
$16K 1,400 – –
CTC
83
Central Trust Company
Missouri
$15K 1,300 – –
BJ
84
BlackRock Japan
Japan
$12K 998 -102 -9%
Daiwa Securities Group
85
Daiwa Securities Group
Japan
$9K 800 – –
BlackRock
86
BlackRock
New York
$9K 762 – –
Barclays
87
Barclays
United Kingdom
$9K 788 +50 +7%
TFA
88
Transamerica Financial Advisors
Florida
$6K 500 – –
Creative Planning
89
Creative Planning
Kansas
$6K 515 +515 New
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$5K 446 – –
DBT
91
Dubuque Bank & Trust
Iowa
$4K 367 -42,878 -99%
MFS
92
MSI Financial Services
Massachusetts
$2K 150 – –
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254 22,028 +1,774 +9%
NC
94
NBW Capital
Massachusetts
– – -165,553 Closed
TFMS
95
Trust & Fiduciary Management Services
Massachusetts
– – -151,854 Closed
NI
96
Numeric Investors
Massachusetts
– – -101,400 Closed
CS
97
Credit Suisse
Switzerland
– – -25,491 Closed
VKH
98
Virtu KCG Holdings
New York
– – -20,728 Closed
HI
99
Horizon Investments
North Carolina
– – -11,868 Closed
FFS
100
Founders Financial Securities
Maryland
– – -11,736 Closed
1 2 3
4
5