WSFS Financial
WSFS
236 hedge funds and large institutions have $2.6B invested in WSFS Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 23 closing their positions.
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
15% more capital invested
Capital invested by funds: $2.26B → $2.6B (+$339M)
1% more funds holding
Funds holding: 233 → 236 (+3)
0.99% more ownership
Funds ownership: 87.06% → 88.05% (+0.99%)
19% less call options, than puts
Call options by funds: $246K | Put options by funds: $302K
30% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$34.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$15.6M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.63M |
| 4 |
Millennium Management
New York
|
+$5.21M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$4.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$144M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$15.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$11.7M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$8.85M |
| 5 |
State Street
Boston,
Massachusetts
|
-$6.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
251
Spire Wealth Management
Mclean,
Virginia
| – | -$18K | -450 | Closed |
|
252
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4K | -94 | Closed |
|
|
HF
253
Halpern Financial
Ashburn,
Virginia
| – | -$2.49K | -62 | Closed |
|
|
C
254
Covestor
London,
United Kingdom
| – | -$2.66K | -57 | -92% |
|
|
SFG
255
Steward Financial Group
Colleyville,
Texas
| – | -$1K | -27 | Closed |
|
|
HCP
256
Hexagon Capital Partners
Rogers,
Arkansas
| – | +$93 | +2 | New |
|
WSFS Hedge Fund Activity: Q3 2022 in Review
236 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2022, worth a combined $2.6B — up 15% from $2.26B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new WSFS positions and 23 closed out — a net gain of 4 holders — while 68 added to existing stakes and 97 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $34.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $144M.
- 236 institutional investors held WSFS Financial (WSFS) as of Q3 2022, up from 233 in Q2 2022.
- Funds reported $2.6B of WSFS Financial stock for Q3 2022, up 15% quarter-over-quarter.
- 27 funds opened new WSFS Financial positions in Q3 2022 and 23 closed out, a net change of +4 holders.
- The largest WSFS Financial buyer in Q3 2022 was Janus Henderson Group, an estimated $34.8M added.
- The largest WSFS Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $144M sold.
Based on aggregated 13F filings for Q3 2022.