WSR

Whitestone REIT
WSR

Overview Fund Activity

122 hedge funds and large institutions have $138M invested in Whitestone REIT in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 19 closing their positions.

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
36
Reduced
47
Closed
19
Calls
$225K
Puts
$387K
Net Calls
-$162K
Net Calls Change
-$133K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$1.76M
2
AL
2
AJO LP
Pennsylvania
$866K
3
Invesco
3
Invesco
Georgia
$6.06M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.77M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.72M

Top Sellers

1
WG
1
Winton Group
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$37M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$4.93M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$506K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QT
101
Quantbot Technologies
New York
$29K 4,929 +4,929 New
Citigroup
102
Citigroup
New York
$25K 4,242 -15,552 -79%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$25K 3,772 -1,282 -25%
DA
104
Denali Advisors
California
$25K 4,130 +4,130 New
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$23K 3,822 – –
AIP
106
Ameritas Investment Partners
Nebraska
$19K 3,231 – –
MAM
107
Meeder Asset Management
Ohio
$14K 2,267 +411 +22%
GWS
108
Glassman Wealth Services
Virginia
$14K 2,250 +2,250 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$12K 2,165 +36 +2%
VCM
110
Versant Capital Management
Arizona
$10K 1,713 – –
GSWM
111
Golden State Wealth Management
California
$10K 1,722 +1,722 New
QCG
112
Quadrant Capital Group
Ohio
$9K 1,479 -212 -13%
APA
113
American Portfolios Advisors
New York
$9K 1,500 – –
DAM
114
Delta Asset Management
Tennessee
$8K 1,300 – –
SIS
115
Sound Income Strategies
Florida
$8K 1,415 – –
SWA
116
Sutton Wealth Advisors
Florida
$6.16K 1,027 +1,027 New
US Bancorp
117
US Bancorp
Minnesota
$5K 900 – –
RG
118
Retirement Group
California
$2K 330 +6 +2%
BCA
119
Berman Capital Advisors
Georgia
$2K 468 +214 +84%
GT
120
Glenmede Trust
Pennsylvania
$1K 313 +110 +54%
ASN
121
Advisory Services Network
Georgia
$1K 138 +138 New
WG
122
Winton Group
United Kingdom
– – -362,320 Closed
Citadel Advisors
123
Citadel Advisors
Florida
– – -69,491 Closed
SFM
124
Systematic Financial Management
New Jersey
– – -41,355 Closed
6M
125
6 Meridian
Kansas
– – -30,371 Closed
2 3 4
5
6