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WSFS Financial
WSFS

231 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 38

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $2.22B → $2.55B (+$324M)

14% more funds holding

Funds holding: 202 → 231 (+29)

4.63% less ownership

Funds ownership: 94.44% → 89.81% (-4.6%)

Holders
231
Holders Change
+29
Holders Change %
+14.36%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
115
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$127M
2
Franklin Resources
Franklin Resources
California
+$67.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$51.4M
4
CIP
Champlain Investment Partners
Vermont
+$51.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$41M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$58.6M
2
Goldman Sachs
Goldman Sachs
New York
-$8.51M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.64M
4
Ameriprise
Ameriprise
Minnesota
-$5.3M
5
JAM
Jacobs Asset Management
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
226
Disciplined Investments
Oklahoma
$1K +$570 +11 New
JWA
227
JFS Wealth Advisors
Pennsylvania
$1K +$881 +17 +121%
CI
228
Cordant Inc
Oregon
$1K +$985 +19 New
D.E. Shaw & Co
229
D.E. Shaw & Co
New York
– -$7.64M -152,504 Closed
JAM
230
Jacobs Asset Management
New York
– -$5.26M -105,000 Closed
Millennium Management
231
Millennium Management
New York
– -$3.42M -68,314 Closed
Two Sigma Investments
232
Two Sigma Investments
New York
– -$2.6M -51,835 Closed
Assenagon Asset Management
233
Assenagon Asset Management
Luxembourg
– -$1.01M -20,106 Closed
Canada Pension Plan Investment Board
234
Canada Pension Plan Investment Board
Ontario, Canada
– -$1M -20,000 Closed
ECM
235
ExodusPoint Capital Management
New York
– -$631K -12,583 Closed
SM
236
Sciencast Management
New Jersey
– -$635K -11,900 Closed
CSS
237
Cubist Systematic Strategies
Connecticut
– -$513K -10,238 Closed
DTL
238
Dynamic Technology Lab
Singapore
– -$465K -9,270 Closed
Citadel Advisors
239
Citadel Advisors
Florida
– -$337K -6,495 Closed
Two Sigma Advisers
240
Two Sigma Advisers
New York
– -$316K -6,300 Closed
LCM
241
Laurion Capital Management
New York
– -$301K -6,000 Closed
Verition Fund Management
242
Verition Fund Management
Connecticut
– -$299K -5,965 Closed
CAM
243
Cresset Asset Management
Illinois
– -$255K -5,100 Closed
AWM
244
Affinity Wealth Management
Delaware
– -$253K -4,601 Closed
BBA
245
Braun-Bostich & Associates
Pennsylvania
– -$253K -4,601 Closed
JF
246
Jump Financial
Illinois
– -$216K -4,318 Closed
SI
247
Stephens Inc
Arkansas
– -$206K -4,101 Closed
CIM
248
CIM Investment Management
Pennsylvania
– -$205K -4,086 Closed
RJFSA
249
Raymond James Financial Services Advisors
Florida
– -$202K -4,032 Closed
FQ
250
First Quadrant
California
– -$50K -989 Closed
7 8 9
10
11

WSFS Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2022, worth a combined $2.55B — up 15% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WSFS positions and 29 closed out — a net gain of 30 holders — while 115 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $58.6M.

  • 231 institutional investors held WSFS Financial (WSFS) as of Q1 2022, up from 202 in Q4 2021.
  • Funds reported $2.55B of WSFS Financial stock for Q1 2022, up 15% quarter-over-quarter.
  • 59 funds opened new WSFS Financial positions in Q1 2022 and 29 closed out, a net change of +30 holders.
  • The largest WSFS Financial buyer in Q1 2022 was BlackRock, an estimated $127M added.
  • The largest WSFS Financial seller in Q1 2022 was JP Morgan Chase, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2022.