WSR

Whitestone REIT
WSR

Overview Fund Activity

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.

Holders
114
Holders Change
+18
Holders Change %
+18.75%
% of All Funds
3.05%
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

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$8.02M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$46.6M
3
CIM
3
Calvert Investment Management
Maryland
$1.92M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.83M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.13M

Top Sellers

1
PAM
1
PVG Asset Management
Colorado
$2.42M
2
PCM
2
Perritt Capital Management
Illinois
$1.28M
3
LPL Financial
3
LPL Financial
California
$533K
4
BEAM
4
Baker Ellis Asset Management
Washington
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$20K 1,340 – –
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$18.5K 1,227 +1,227 New
AG
103
Advisor Group
Arizona
$16K 1,104 +1,104 New
Daiwa Securities Group
104
Daiwa Securities Group
Japan
$15K 1,000 – –
TWMP
105
Taylor Wealth Management Partners
Massachusetts
$14K 900 – –
MFS
106
MSI Financial Services
Massachusetts
$8K 500 -385 -44%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$7K 446 – –
Barclays
108
Barclays
United Kingdom
$6K 436 -187 -30%
PCM
109
Prelude Capital Management
New York
$5K 300 +300 New
PCM
110
Penserra Capital Management
California
$4K 284 – –
Creative Planning
111
Creative Planning
Kansas
$4K 295 +295 New
DBT
112
Dubuque Bank & Trust
Iowa
$2K 114 – –
EFSCE
113
Enterprise Financial Services Corp (EFSC)
Missouri
$2K 159 +159 New
Simplex Trading
114
Simplex Trading
Illinois
$2K 197 +197 New
BEAM
115
Baker Ellis Asset Management
Washington
– – -51,700 Closed
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
– – -41,643 Closed
FAAS
117
First Allied Advisory Services
California
– – -40,849 Closed
EMFAT
118
Emerald Mutual Fund Advisers Trust
Pennsylvania
– – -23,025 Closed
PMFA
119
Plante Moran Financial Advisors
Michigan
– – -2,310 Closed
PG
120
PEAK6 Group
Illinois
– – – –
ST
121
Spot Trading
Illinois
– – – –
KF
122
Krilogy Financial
Missouri
– – – –
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5