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WSR

Whitestone REIT
WSR

105 hedge funds and large institutions have $173M invested in Whitestone REIT in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $722K | Put options by funds: $198K

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

0.08% less ownership

Funds ownership: 44.25%44.17% (-0.08%)

5% less capital invested

Capital invested by funds: $182M → $173M (-$9.48M)

8% less funds holding

Funds holding: 114105 (-9)

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
105
Holders Change
-9
Holders Change %
-7.89%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
44
Reduced
34
Closed
12
Calls
$722K
Puts
$198K
Net Calls
+$524K
Net Calls Change
-$421K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
76
BlackRock
New York
$106K -$11.1K -744 -9%
MTB
77
Mizuho Trust & Banking
Japan
$93K +$19.8K +1,324 +25%
UBS Group
78
UBS Group
Switzerland
$84K +$36.1K +2,413 +66%
Citigroup
79
Citigroup
New York
$59K -$6.28K -420 -9%
Mitsubishi UFJ Asset Management
80
Mitsubishi UFJ Asset Management
Japan
$57K
Legal & General Group
81
Legal & General Group
United Kingdom
$52K -$6.51K -436 -11%
US Bancorp
82
US Bancorp
Minnesota
$43K
FIM
83
Foresters Investment Management
New York
$42K
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$35K
DAM
85
Delta Asset Management
Tennessee
$32K
AG
86
Advisor Group
Arizona
$29K +$14.2K +950 +86%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$25.5K +$9.08K +608 +50%
IA
88
IFP Advisors
Florida
$24K -$3.73K -250 -13%
AIM
89
Acrospire Investment Management
Illinois
$22K -$4.48K -300 -16%
SAMC
90
Shinko Asset Management Company
Japan
$22K +$1.49K +100 +7%
BJ
91
BlackRock Japan
Japan
$21K +$613 +41 +3%
Credit Agricole
92
Credit Agricole
France
$19K
Daiwa Securities Group
93
Daiwa Securities Group
Japan
$14K
TWMP
94
Taylor Wealth Management Partners
Massachusetts
$12K
MCM
95
MV Capital Management
Maryland
$10K +$10.9K +727 New
MFS
96
MSI Financial Services
Massachusetts
$7K +$75 +5 +1%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$6K
Barclays
98
Barclays
United Kingdom
$5K -$762 -51 -12%
PCM
99
Penserra Capital Management
California
$5K +$1.64K +110 +39%
TCIM
100
TIAA CREF Investment Management
New York
$2.19K -$36K -2,410 -2%