WSFS Financial
WSFS
231 hedge funds and large institutions have $2.29B invested in WSFS Financial in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 103 reducing their positions, and 15 closing their positions.
1,720% more call options, than puts
Call options by funds: $91K | Put options by funds: $5K
0.05% more ownership
Funds ownership: 88.05% → 88.1% (+0.05%)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
2% less funds holding
Funds holding: 236 → 231 (-5)
12% less capital invested
Capital invested by funds: $2.6B → $2.29B (-$307M)
38% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 103
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$19.5M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$15.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.44M |
| 4 |
State Street
Boston,
Massachusetts
|
+$5.1M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$45.9M |
| 2 |
BlackRock
New York
|
-$22.4M |
| 3 |
Jennison Associates
New York
|
-$12.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$7.64M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$6.48M |
WSFS Hedge Fund Activity: Q4 2022 in Review
231 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2022, worth a combined $2.29B — down 12% from $2.6B a quarter earlier.
Fund positioning in WSFS was balanced in Q4 2022: 15 funds opened new positions, 15 closed out, 64 added to existing stakes and 103 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $19.5M. The largest seller was Janus Henderson Group, cutting an estimated $45.9M.
- 231 institutional investors held WSFS Financial (WSFS) as of Q4 2022, down from 236 in Q3 2022.
- Funds reported $2.29B of WSFS Financial stock for Q4 2022, down 12% quarter-over-quarter.
- 15 funds opened new WSFS Financial positions in Q4 2022 and 15 closed out, a net change of 0 holders.
- The largest WSFS Financial buyer in Q4 2022 was Goldman Sachs, an estimated $19.5M added.
- The largest WSFS Financial seller in Q4 2022 was Janus Henderson Group, an estimated $45.9M sold.
Based on aggregated 13F filings for Q4 2022.