WSFS Financial
WSFS
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, 73 increasing their positions, 94 reducing their positions, and 28 closing their positions.
3% more capital invested
Capital invested by funds: $2.43B → $2.51B (+$74M)
0.67% less ownership
Funds ownership: 89.38% → 88.71% (-0.67%)
3% less funds holding
Funds holding: 240 → 232 (-8)
22% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 94
25% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$9.35M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$8.48M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$7.72M |
| 4 |
Jennison Associates
New York
|
+$6.44M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$14.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.56M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$8.27M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$7.92M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$5.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MLICM
251
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$143K | -3,177 | Closed |
|
|
ACM
252
Aquatic Capital Management
Chicago,
Illinois
| – | -$90.3K | -2,000 | Closed |
|
253
Citadel Advisors
Miami,
Florida
| – | -$43.4K | -961 | Closed |
|
|
QL
254
Quarry LP
New York
| – | -$12.4K | -274 | Closed |
|
|
C
255
Covestor
London,
United Kingdom
| – | -$10.5K | -237 | -96% |
|
|
GEA
256
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$10.6K | -235 | Closed |
|
|
MIM
257
Macroview Investment Management
Bethesda,
Maryland
| – | -$8.4K | -186 | Closed |
|
258
First Manhattan
New York
| – | -$1.35K | -30 | Closed |
|
|
AWM
259
Avior Wealth Management
Omaha,
Nebraska
| – | -$586 | -13 | Closed |
|
|
TWP
260
TFO Wealth Partners
Maumee,
Ohio
| – | -$90 | -2 | Closed |
|
WSFS Hedge Fund Activity: Q2 2024 in Review
232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2024, worth a combined $2.51B — up 3% from $2.43B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WSFS and 21 opened new positions — a net loss of 7 holders — while 94 trimmed existing stakes and 73 added.
The largest buyer was Franklin Resources, adding an estimated $9.35M. The largest seller was BlackRock, cutting an estimated $14.3M.
- 232 institutional investors held WSFS Financial (WSFS) as of Q2 2024, down from 240 in Q1 2024.
- Funds reported $2.51B of WSFS Financial stock for Q2 2024, up 3% quarter-over-quarter.
- 21 funds opened new WSFS Financial positions in Q2 2024 and 28 closed out, a net change of -7 holders.
- The largest WSFS Financial buyer in Q2 2024 was Franklin Resources, an estimated $9.35M added.
- The largest WSFS Financial seller in Q2 2024 was BlackRock, an estimated $14.3M sold.
Based on aggregated 13F filings for Q2 2024.