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WSR

Whitestone REIT
WSR

126 hedge funds and large institutions have $180M invested in Whitestone REIT in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $138M → $180M (+$41.2M)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 122126 (+4)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

1.26% less ownership

Funds ownership: 54.42%53.16% (-1.3%)

41% less call options, than puts

Call options by funds: $284K | Put options by funds: $482K

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
41
Reduced
40
Closed
19
Calls
$284K
Puts
$482K
Net Calls
-$198K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210K +$2.73K +379 +1%
SG Americas Securities
77
SG Americas Securities
New York
$179K +$161K +22,457 New
Jacobs Levy Equity Management
78
Jacobs Levy Equity Management
New Jersey
$174K -$51K -7,094 -24%
WCM
79
Weld Capital Management
New York
$166K +$150K +20,822 New
MIM
80
MetLife Investment Management
New Jersey
$156K +$10K +1,390 +8%
LSERS
81
Louisiana State Employees Retirement System
Louisiana
$146K -$719 -100 -0.5%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$132K
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$130K -$331 -46 -0.3%
OPERF
84
Oregon Public Employees Retirement Fund
Oregon
$126K -$1.8K -250 -2%
MSA
85
Mason Street Advisors
Wisconsin
$118K -$633 -88 -0.6%
TWM
86
Triton Wealth Management
Arizona
$114K +$1.15K +160 +1%
Citigroup
87
Citigroup
New York
$114K +$72.6K +10,095 +238%
Mitsubishi UFJ Asset Management
88
Mitsubishi UFJ Asset Management
Japan
$110K
CCP
89
Corient Capital Partners
California
$107K +$23.6K +3,276 +32%
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$98K
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$94K +$84.5K +11,748 New
QC
92
Quadrature Capital
United Kingdom
$84K +$75.5K +10,502 New
HS
93
HighVista Strategies
Massachusetts
$82K
AFP
94
Ausdal Financial Partners
Iowa
$80K +$71.9K +10,000 New
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$77K
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$76.9K -$4.22K -587 -6%
Daiwa Securities Group
97
Daiwa Securities Group
Japan
$71K
PWPS
98
Pinnacle Wealth Planning Services
Ohio
$61K +$54.8K +7,616 New
TRCT
99
Tower Research Capital (TRC)
New York
$57K -$204K -28,377 -80%
MOACM
100
Mutual of America Capital Management
New York
$40K +$1.23K +171 +4%