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WSR
Whitestone REIT
WSR
WSR
116 hedge funds and large institutions have $215M invested in Whitestone REIT in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
255% more call options, than puts
Call options by funds: $891K | Put options by funds: $251K
32% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 34
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.42% less ownership
Funds ownership: 56.13% → 52.72% (-3.4%)
8% less funds holding
Funds holding: 126 → 116 (-10)
31% less capital invested
Capital invested by funds: $311M → $215M (-$96.4M)
53% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 19
Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
45
Reduced
34
Closed
19
Calls
$891K
Puts
$251K
Net Calls
+$640K
Net Calls Change
-$1.14M
Top Buyers
| 1 |
PAM
PVG Asset Management
Golden,
Colorado
|
+$2.85M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.42M |
| 3 |
BlackRock
New York
|
+$1.59M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.45M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.16M |
Top Sellers
| 1 |
CCM
Chilton Capital Management
Houston,
Texas
|
-$10.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.53M |
| 3 |
LCM
LDR Capital Management
New York
|
-$3.84M |
| 4 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$1.93M |
| 5 |
JP Morgan Chase
New York
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Teacher Retirement System of Texas
Austin,
Texas
| – | -$193K | -13,370 | Closed |
|
127
Parallax Volatility Advisers
San Francisco,
California
| – | -$83K | -5,754 | Closed |
|
|
CA
128
Calton & Associates
Tampa,
Florida
| – | -$30K | -2,276 | Closed |
|
|
PA
129
Parallel Advisors
San Francisco,
California
| – | -$6K | -411 | Closed |
|
|
SWM
130
SeaCrest Wealth Management
Purchase,
New York
| – | -$6K | -400 | Closed |
|
|
MAM
131
Meeder Asset Management
Dublin,
Ohio
| – | -$4K | -274 | Closed |
|
132
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -55 | Closed |
|
|
STA
133
Summit Trail Advisors
New York
| – | -$1K | -48 | Closed |
|