WSFS icon

WSFS Financial
WSFS

Overview Fund Activity

232 hedge funds and large institutions have $2.51B invested in WSFS Financial in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-7
Holders Change %
-2.93%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
72
Reduced
95
Closed
27
Calls
$686K
Puts
–
Net Calls
+$686K
Net Calls Change
+$99K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$142M
2
American Century Companies
2
American Century Companies
Missouri
$41.2M
3
Invesco
3
Invesco
Georgia
$43M
4
Jennison Associates
4
Jennison Associates
New York
$23.1M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$183M

Top Sellers

1
BlackRock
1
BlackRock
New York
$405M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13.3M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$41.2M
5
MFA
5
McClarren Financial Advisors
Pennsylvania
$118K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
226
Larson Financial Group
Missouri
$423 +$423 +9 New
HNB
227
Huntington National Bank
Ohio
$423 +$423 +9 New
BTI
228
Blue Trust Inc
Georgia
$406 +$406 +9 New
ECM
229
Everence Capital Management
Indiana
$313 – – –
MCM
230
Manchester Capital Management
Vermont
$47 – – –
TFM
231
TFC Financial Management
Massachusetts
$47 +$47 +1 New
Assenagon Asset Management
232
Assenagon Asset Management
Luxembourg
– -$5.58M -123,639 Closed
AIG
233
American International Group
New York
– -$1.47M -32,589 Closed
JAM
234
Jupiter Asset Management
United Kingdom
– -$1.25M -27,754 Closed
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
– -$1.04M -27,342 Closed
A
236
AlphaQuest
New York
– -$1.01M -22,401 Closed
ADIM
237
Alpha DNA Investment Management
Maryland
– -$637K -14,103 Closed
Amundi
238
Amundi
France
– -$445K -10,636 Closed
SCM
239
Semanteon Capital Management
Massachusetts
– -$467K -10,339 Closed
RCM
240
Radnor Capital Management
Pennsylvania
– -$386K -8,550 Closed
Walleye Capital
241
Walleye Capital
New York
– -$330K -7,309 Closed
CCIA
242
Campbell & Co Investment Adviser
Maryland
– -$309K -6,845 Closed
SG Americas Securities
243
SG Americas Securities
New York
– -$298K -6,605 Closed
LSA
244
Lansing Street Advisors
Pennsylvania
– -$257K -5,704 Closed
TD Asset Management
245
TD Asset Management
Ontario, Canada
– -$226K -5,000 Closed
Mariner
246
Mariner
Kansas
– -$222K -4,912 Closed
B
247
Bailard
California
– -$217K -4,800 Closed
GCM
248
Graham Capital Management
Connecticut
– -$212K -4,689 Closed
AAM
249
Advisors Asset Management
Colorado
– -$200K -4,422 Closed
MLICM
250
Metropolitan Life Insurance Company (MetLife)
New York
– -$143K -3,177 Closed
7 8 9
10
11