WSR

Whitestone REIT
WSR

Overview Fund Activity

109 hedge funds and large institutions have $186M invested in Whitestone REIT in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
23
Closed
9
Calls
$510K
Puts
$197K
Net Calls
+$313K
Net Calls Change
-$211K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$12.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.1M
3
BIT
3
BlackRock Institutional Trust
California
$16.4M
4
SFM
4
Systematic Financial Management
New Jersey
$1.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.71M

Top Sellers

1
PCM
1
Piermont Capital Management
Missouri
$0
2
Invesco
2
Invesco
Georgia
$9.22M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$255K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.43M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BW
76
Bison Wealth
Georgia
$161K 11,220 – –
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$161K 12,011 +2,647 +28%
Squarepoint
78
Squarepoint
New York
$161K 11,203 +11,203 New
Mackenzie Financial
79
Mackenzie Financial
Ontario, Canada
$144K 10,000 +10,000 New
SCM
80
Schnieders Capital Management
California
$144K 10,025 +10,025 New
Legal & General Group
81
Legal & General Group
United Kingdom
$98K 6,792 +3,080 +83%
BlackRock
82
BlackRock
New York
$96K 6,641 -934 -12%
AG
83
Advisor Group
Arizona
$79K 5,454 +3,400 +166%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$59K 4,109 – –
PG
85
PEAK6 Group
Illinois
$49K 3,379 +3,379 New
US Bancorp
86
US Bancorp
Minnesota
$45K 3,100 – –
FIM
87
Foresters Investment Management
New York
$42K 3,040 – –
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$37.1K 2,578 +743 +40%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$36K 2,500 – –
DAM
90
Delta Asset Management
Tennessee
$33K 2,270 – –
PMFA
91
Plante Moran Financial Advisors
Michigan
$29K 2,000 +2,000 New
Daiwa Securities Group
92
Daiwa Securities Group
Japan
$22K 1,500 +500 +50%
Credit Agricole
93
Credit Agricole
France
$20K 1,400 – –
BJ
94
BlackRock Japan
Japan
$18K 1,228 -276 -18%
AIM
95
Acrospire Investment Management
Illinois
$17K 1,155 -400 -26%
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$16K 1,146 +700 +157%
TWMP
97
Taylor Wealth Management Partners
Massachusetts
$13K 900 – –
UBS AM
98
UBS AM
Illinois
$12K 861 +861 New
IA
99
IFP Advisors
Florida
$11K 740 -1,000 -57%
MCM
100
MV Capital Management
Maryland
$10K 727 – –
1 2 3
4
5