WSR

Whitestone REIT
WSR

Overview Fund Activity

115 hedge funds and large institutions have $250M invested in Whitestone REIT in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
28
Increased
37
Reduced
27
Closed
16
Calls
$2.25M
Puts
$761K
Net Calls
+$1.49M
Net Calls Change
+$701K

Top Buyers

1
BlackRock
1
BlackRock
New York
$48.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$59M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$3.79M
4
CCM
4
Chilton Capital Management
Texas
$10.7M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.5M

Top Sellers

1
NC
1
Northpointe Capital
Michigan
$0
2
PAM
2
PVG Asset Management
Colorado
$9.16M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.62M
4
RA
4
Rational Advisors
New York
$1.61M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
101
Chicago Partners Investment Group
Illinois
$26K 2,000 -1,000 -33%
PMFA
102
Plante Moran Financial Advisors
Michigan
$26K 2,000 – –
DAM
103
Delta Asset Management
Tennessee
$23K 1,770 – –
Credit Agricole
104
Credit Agricole
France
$22K 1,700 – –
CG
105
Cutler Group
California
$21K 1,626 +1,626 New
LIA
106
LS Investment Advisors
Michigan
$17K 1,290 +1,290 New
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$15K 1,146 -20,350 -95%
TWMP
108
Taylor Wealth Management Partners
Massachusetts
$12K 900 – –
MAM
109
Meeder Asset Management
Ohio
$12K 919 +919 New
MCM
110
MV Capital Management
Maryland
$9K 727 – –
PA
111
Parallel Advisors
California
$6K 411 – –
SEI Investments
112
SEI Investments
Pennsylvania
$1K 55 -964 -95%
NC
113
Northpointe Capital
Michigan
– – -318,842 Closed
RJFSA
114
Raymond James Financial Services Advisors
Florida
– – -83,262 Closed
KCM
115
Kennedy Capital Management
Missouri
– – -70,000 Closed
UOC
116
UBS O'Connor
Illinois
– – -62,704 Closed
AQR Capital Management
117
AQR Capital Management
Connecticut
– – -51,935 Closed
PCM
118
Perritt Capital Management
Illinois
– – -50,000 Closed
Jane Street
119
Jane Street
New York
– – -32,534 Closed
Russell Investments Group
120
Russell Investments Group
United Kingdom
– – -31,800 Closed
IOOF
121
Independent Order of Foresters
Ontario, Canada
– – -20,000 Closed
SI
122
SII Investments
Wisconsin
– – -14,383 Closed
FAAS
123
First Allied Advisory Services
California
– – -13,867 Closed
PWM
124
Perigon Wealth Management
California
– – -8,200 Closed
Creative Planning
125
Creative Planning
Kansas
– – -3,050 Closed
2 3 4
5
6