WSR

Whitestone REIT
WSR

Overview Fund Activity

109 hedge funds and large institutions have $186M invested in Whitestone REIT in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
23
Closed
9
Calls
$510K
Puts
$197K
Net Calls
+$313K
Net Calls Change
-$211K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$12.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.1M
3
BIT
3
BlackRock Institutional Trust
California
$16.4M
4
SFM
4
Systematic Financial Management
New Jersey
$1.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.71M

Top Sellers

1
PCM
1
Piermont Capital Management
Missouri
$0
2
Invesco
2
Invesco
Georgia
$9.22M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$255K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.43M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$47.1M 3,278,028 +99,526 +3%
BIT
2
BlackRock Institutional Trust
California
$16.4M 1,137,719 +99,402 +10%
BFA
3
BlackRock Fund Advisors
California
$12.7M 884,300 +155,289 +21%
Invesco
4
Invesco
Georgia
$9.22M 641,341 -101,332 -14%
HW
5
Hancock Whitney
Mississippi
$7.76M 539,750 +11,400 +2%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$7.61M 529,500 +20,000 +4%
State Street
7
State Street
Massachusetts
$6.51M 452,236 +46,319 +11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$5.51M 383,292 +7,527 +2%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.43M 377,800 -89,100 -19%
AllianceBernstein
10
AllianceBernstein
Tennessee
$4.71M 327,169 +8,190 +3%
Northern Trust
11
Northern Trust
Illinois
$4.63M 322,095 +22,460 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.86M 268,108 +21,858 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.74M 259,989 +32,616 +14%
OAM
14
Orinda Asset Management
California
$3.16M 219,848 -18,000 -8%
Charles Schwab
15
Charles Schwab
California
$3.04M 211,223 +12,766 +6%
Morgan Stanley
16
Morgan Stanley
New York
$2.71M 188,449 +75,693 +67%
TCIM
17
TIAA CREF Investment Management
New York
$2.25M 156,254 -1,565 -1%
LSV Asset Management
18
LSV Asset Management
Illinois
$1.75M 121,600 +2,600 +2%
AQR Capital Management
19
AQR Capital Management
Connecticut
$1.7M 117,997 +1,721 +1%
BIM
20
BlackRock Investment Management
Delaware
$1.63M 113,323 +795 +0.7%
PAM
21
PVG Asset Management
Colorado
$1.59M 110,595 -306 -0.3%
WMC
22
Westwood Management Corporation
Illinois
$1.52M 106,000 -20,000 -16%
WCM
23
Wedge Capital Management
North Carolina
$1.32M 92,100 +13,500 +17%
SFM
24
Systematic Financial Management
New Jersey
$1.31M 91,395 +91,395 New
RA
25
RMR Advisors
Massachusetts
$1.27M 88,502 – –
1
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