WSR

Whitestone REIT
WSR

Overview Fund Activity

115 hedge funds and large institutions have $287M invested in Whitestone REIT in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-11
Holders Change %
-8.73%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
53
Reduced
30
Closed
17
Calls
$1.31M
Puts
$491K
Net Calls
+$816K
Net Calls Change
+$350K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$8.35M
2
BlackRock
BlackRock
New York
$81.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
$7.37M
4
Vanguard Group
Vanguard Group
Pennsylvania
$54.3M
5
Axa
Axa
France
$3.36M

Top Sellers

1
PAM
PVG Asset Management
Colorado
$0
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$0
3
Citadel Advisors
Citadel Advisors
Florida
$5.91M
4
WCM
Wedge Capital Management
North Carolina
$0
5
PCM
Price Capital Management
Louisiana
$132K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Advisornet Financial
Minnesota
$20K – – –
FIM
102
Foresters Investment Management
New York
$19K -$128K -9,400 -87%
LIA
103
LS Investment Advisors
Michigan
$15K – – –
Pacer Advisors
104
Pacer Advisors
Pennsylvania
$13K +$84 +6 +0.7%
MOACM
105
Mutual of America Capital Management
New York
$11K +$8.88K +611 +418%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$10K +$519 +39 +5%
VCM
107
Versant Capital Management
Arizona
$10K +$622 +49 +7%
JA
108
JOYN Advisors
Georgia
$9K +$572 +43 +7%
PA
109
Parallel Advisors
California
$9K +$2.77K +189 +44%
Simplex Trading
110
Simplex Trading
Illinois
$7K +$7K +567 New
CAC
111
Certified Advisory Corp
Florida
$4K – – –
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$4K +$1.03K +77 +35%
CAW
113
Cornerstone Advisors (Washington)
Washington
$1K – – –
MWM
114
MinichMacGregor Wealth Management
New York
$1K – – –
PAM
115
PVG Asset Management
Colorado
– -$1.48M -118,197 Closed
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
– -$1.15M -92,000 Closed
WCM
117
Wedge Capital Management
North Carolina
– -$792K -63,436 Closed
BCM
118
BlueCrest Capital Management
Jersey
– -$595K -47,676 Closed
RA
119
Rational Advisors
New York
– -$443K -35,525 Closed
Man Group
120
Man Group
United Kingdom
– -$357K -28,600 Closed
FRM
121
Fox Run Management
Connecticut
– -$220K -17,597 Closed
IAA
122
Independent Advisor Alliance
North Carolina
– -$185K -14,818 Closed
Connor, Clark & Lunn Investment Management (CC&L)
123
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$176K -14,100 Closed
CHAM
124
Clear Harbor Asset Management
Connecticut
– -$149K -11,965 Closed
SCM
125
Schnieders Capital Management
California
– -$134K -10,725 Closed
2 3 4
5
6