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WSR

Whitestone REIT
WSR

114 hedge funds and large institutions have $182M invested in Whitestone REIT in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

359% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $263K

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

32% more capital invested

Capital invested by funds: $139M → $182M (+$43.7M)

19% more funds holding

Funds holding: 96114 (+18)

2.85% more ownership

Funds ownership: 41.4%44.25% (+2.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
114
Holders Change
+18
Holders Change %
+18.75%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
41
Reduced
23
Closed
5
Calls
$1.21M
Puts
$263K
Net Calls
+$945K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Capital Investment Advisors
Georgia
$170K
Nomura Holdings
77
Nomura Holdings
Japan
$170K +$154K +11,300 New
BW
78
Bison Wealth
Georgia
$170K +$155K +11,370 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$166K +$145K +10,627 +2,471%
First Trust Advisors
80
First Trust Advisors
Illinois
$164K +$148K +10,850 New
AG
81
Aperio Group
California
$156K +$141K +10,346 New
HIM
82
Hillsdale Investment Management
Ontario, Canada
$127K +$115K +8,400 New
BlackRock
83
BlackRock
New York
$125K +$89.3K +6,534 +366%
MTB
84
Mizuho Trust & Banking
Japan
$81K +$3.88K +284 +6%
Citigroup
85
Citigroup
New York
$70K -$281K -20,535 -82%
Legal & General Group
86
Legal & General Group
United Kingdom
$62K
Mitsubishi UFJ Asset Management
87
Mitsubishi UFJ Asset Management
Japan
$62K
UBS Group
88
UBS Group
Switzerland
$54K +$22.9K +1,672 +85%
US Bancorp
89
US Bancorp
Minnesota
$47K -$27.2K -1,987 -39%
FIM
90
Foresters Investment Management
New York
$46K +$41.5K +3,040 New
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$38K
DAM
92
Delta Asset Management
Tennessee
$34K
TRCT
93
Tower Research Capital (TRC)
New York
$32K +$27.3K +2,001 +2,001%
CG
94
Cutler Group
California
$31K -$92.4K -6,761 -76%
IA
95
IFP Advisors
Florida
$30K +$6.7K +490 +33%
AIM
96
Acrospire Investment Management
Illinois
$28K -$15K -1,100 -37%
SAMC
97
Shinko Asset Management Company
Japan
$23K +$5.47K +400 +36%
BJ
98
BlackRock Japan
Japan
$22K
Credit Agricole
99
Credit Agricole
France
$21K
CTC
100
Central Trust Company
Missouri
$20K