WSR

Whitestone REIT
WSR

Overview Fund Activity

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.

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.37%
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

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$21.8M
2
BlackRock
2
BlackRock
New York
$88.6M
3
Millennium Management
3
Millennium Management
New York
$1.96M
4
State Street
4
State Street
Massachusetts
$17.1M
5
LWM
5
Loveless Wealth Management
Montana
$983K

Top Sellers

1
Invesco
1
Invesco
Georgia
$30.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$81K
3
BCM
3
Bridgeway Capital Management
Texas
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
PI
5
PineBridge Investments
New York
$986K
Name Market Value Shares Shares
Change 		Shares
Change %
MOACM
101
Mutual of America Capital Management
New York
$20K 1,444 -45 -3%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$17K 1,252 -2,707 -68%
US Bancorp
103
US Bancorp
Minnesota
$17K 1,269 – –
VCM
104
Versant Capital Management
Arizona
$17K 1,265 – –
AA
105
Advisory Alpha
Michigan
$16K 1,191 – –
LIA
106
LS Investment Advisors
Michigan
$15K 1,101 – –
DAM
107
Delta Asset Management
Tennessee
$14K 1,000 – –
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$11K 798 -36 -4%
DWA
109
Dorsey Wright & Associates
California
$10K 754 +754 New
CAC
110
Certified Advisory Corp
Florida
$9K 657 +357 +119%
SWA
111
Sutton Wealth Advisors
Florida
$5.65K 415 – –
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$5K 392 +392 New
TFO
113
Tarbox Family Office
California
$4K 278 – –
RG
114
Retirement Group
California
$4K 311 +311 New
TWA
115
TCI Wealth Advisors
Arizona
$3K 195 – –
QCG
116
Quadrant Capital Group
Ohio
$3K 263 – –
GT
117
Glenmede Trust
Pennsylvania
$2K 203 – –
CAW
118
Cornerstone Advisors (Washington)
Washington
$1K 79 – –
BCM
119
Bridgeway Capital Management
Texas
– – -56,500 Closed
Two Sigma Investments
120
Two Sigma Investments
New York
– – -48,081 Closed
CCIA
121
Campbell & Co Investment Adviser
Maryland
– – -27,905 Closed
ARTA
122
A.R.T. Advisors
New York
– – -20,728 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
– – -17,941 Closed
GCP
124
GSA Capital Partners
United Kingdom
– – -14,003 Closed
CIA
125
Capital Investment Advisors
Georgia
– – -10,500 Closed
2 3 4
5
6