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WSFS Financial
WSFS

208 hedge funds and large institutions have $2.02B invested in WSFS Financial in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% less ownership

Funds ownership: 87.82% → 87.67% (-0.16%)

0% less capital invested

Capital invested by funds: $2.03B → $2.02B (-$8.2M)

8% less funds holding

Funds holding: 225 → 208 (-17)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

52% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 33

Holders
208
Holders Change
-17
Holders Change %
-7.56%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
69
Reduced
87
Closed
33
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$304K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$8.02M
2
Franklin Resources
Franklin Resources
California
+$7.2M
3
BCM
Bridgeway Capital Management
Texas
+$5.22M
4
N
Nuveen
North Carolina
+$3.65M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$9.07M
2
Goldman Sachs
Goldman Sachs
New York
-$7.01M
3
ClearBridge Investments
ClearBridge Investments
New York
-$5.71M
4
Deutsche Bank
Deutsche Bank
Germany
-$5.53M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
226
Dark Forest Capital Management
Puerto Rico
– -$140K -3,714 Closed
CMF
227
Counterpoint Mutual Funds
California
– -$109K -2,888 Closed
BBHC
228
Brown Brothers Harriman & Co
New York
– -$94K -2,500 Closed
GFWA
229
Grey Fox Wealth Advisors
Delaware
– -$47.3K -1,258 Closed
QL
230
Quarry LP
New York
– -$35.8K -951 Closed
TWA
231
TCI Wealth Advisors
Arizona
– -$10.3K -275 Closed
Cerity Partners
232
Cerity Partners
New York
– -$598K -231 Closed
PFBT
233
Parkside Financial Bank & Trust
Missouri
– -$4.25K -113 Closed
PTC
234
Private Trust Company
Ohio
– -$4.1K -109 Closed
BAM
235
Belpointe Asset Management
Nevada
– -$2.82K -75 Closed
IAIM
236
International Assets Investment Management
Florida
– -$2.75K -73 Closed
EI
237
Ellevest Inc
New York
– -$1.88K -50 Closed
S
238
SignatureFD
Georgia
– -$978 -26 Closed
SC
239
Schubert & Co
Texas
– -$828 -22 Closed
Comerica Bank
240
Comerica Bank
Texas
– +$9.78M +275,044 New
6 7 8 9
10

WSFS Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2023, worth a combined $2.02B — down 0.4% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WSFS and 16 opened new positions — a net loss of 17 holders — while 87 trimmed existing stakes and 69 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $8.02M. The largest seller was Millennium Management, cutting an estimated $9.07M.

  • 208 institutional investors held WSFS Financial (WSFS) as of Q2 2023, down from 225 in Q1 2023.
  • Funds reported $2.02B of WSFS Financial stock for Q2 2023, down 0.4% quarter-over-quarter.
  • 16 funds opened new WSFS Financial positions in Q2 2023 and 33 closed out, a net change of -17 holders.
  • The largest WSFS Financial buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $8.02M added.
  • The largest WSFS Financial seller in Q2 2023 was Millennium Management, an estimated $9.07M sold.

Based on aggregated 13F filings for Q2 2023.