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WSR

Whitestone REIT
WSR

120 hedge funds and large institutions have $320M invested in Whitestone REIT in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $655K

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

1.23% more ownership

Funds ownership: 56.56%57.8% (+1.2%)

2% more capital invested

Capital invested by funds: $313M → $320M (+$6.67M)

1% less funds holding

Funds holding: 121120 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
49
Reduced
31
Closed
15
Calls
$1.1M
Puts
$655K
Net Calls
+$443K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
101
Mutual of America Capital Management
New York
$20K -$618 -45 -3%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$17K -$37.2K -2,707 -68%
US Bancorp
103
US Bancorp
Minnesota
$17K
VCM
104
Versant Capital Management
Arizona
$17K
AA
105
Advisory Alpha
Michigan
$16K
LIA
106
LS Investment Advisors
Michigan
$15K
DAM
107
Delta Asset Management
Tennessee
$14K
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$11K -$494 -36 -4%
DWA
109
Dorsey Wright & Associates
California
$10K +$10.4K +754 New
CAC
110
Certified Advisory Corp
Florida
$9K +$4.9K +357 +119%
SWA
111
Sutton Wealth Advisors
Florida
$5.65K
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$5K +$5.38K +392 New
TFO
113
Tarbox Family Office
California
$4K
RG
114
Retirement Group
California
$4K +$4.27K +311 New
QCG
115
Quadrant Capital Group
Ohio
$3K
TWA
116
TCI Wealth Advisors
Arizona
$3K
GT
117
Glenmede Trust
Pennsylvania
$2K
CAW
118
Cornerstone Advisors (Washington)
Washington
$1K
BCM
119
Bridgeway Capital Management
Texas
-$777K -56,500 Closed
Two Sigma Investments
120
Two Sigma Investments
New York
-$662K -48,081 Closed
CCIA
121
Campbell & Co Investment Adviser
Maryland
-$384K -27,905 Closed
ARTA
122
A.R.T. Advisors
New York
-$285K -20,728 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
-$246K -17,941 Closed
GCP
124
GSA Capital Partners
United Kingdom
-$193K -14,003 Closed
CIA
125
Capital Investment Advisors
Georgia
-$144K -10,500 Closed