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WSFS Financial
WSFS

104 hedge funds and large institutions have $373M invested in WSFS Financial in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $335M → $373M (+$38M)

3% more funds holding

Funds holding: 101 → 104 (+3)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
104
Holders Change
+3
Holders Change %
+2.97%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
38
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$10.4M
2
FCM
Frontier Capital Management
Massachusetts
+$2.25M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.87M
4
BFA
BlackRock Fund Advisors
California
+$1.41M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.35M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$8.93M
2
SCM
Stadium Capital Management
Connecticut
-$3.58M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.88M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.86M
5
MA
MUFG Americas
New York
-$644K
Name Holding Trade Value Shares
Change 		Change in
Stake
BMCMI
26
Bryn Mawr Capital Management Inc
Pennsylvania
$3.18M +$1.17M +58,539 +59%
HAI
27
Hennessy Advisors Inc
California
$3.01M -$270K -13,500 -8%
WA
28
Westport Advisers
Connecticut
$2.92M – – –
RFC
29
Russell Frank Company
Washington
$2.8M -$1.68K -84 -0.1%
Charles Schwab
30
Charles Schwab
California
$2.35M +$57.2K +2,859 +3%
TCIM
31
TIAA CREF Investment Management
New York
$2.2M -$38.3K -1,914 -2%
PPA
32
Parametric Portfolio Associates
Washington
$2.11M +$76.8K +3,837 +4%
Morgan Stanley
33
Morgan Stanley
New York
$1.84M -$552K -27,561 -23%
Prudential Financial
34
Prudential Financial
New Jersey
$1.75M +$534K +26,700 +44%
BIM
35
BlackRock Investment Management
Delaware
$1.65M +$26.4K +1,317 +2%
Deutsche Bank
36
Deutsche Bank
Germany
$1.62M +$1.19M +59,484 +282%
MAM
37
Martingale Asset Management
Massachusetts
$1.31M – – –
1IC
38
1919 Investment Counsel
Maryland
$1.21M – – –
PCMF
39
Private Capital Management (Florida)
Florida
$1.08M -$449K -22,425 -29%
NFA
40
Nationwide Fund Advisors
Ohio
$1.07M +$527K +26,331 +97%
HCM
41
Highbridge Capital Management
New York
$1.05M +$1.05M +52,500 New
N
42
Nuveen
North Carolina
$1.03M +$2.52K +126 +0.2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$936K +$423K +21,147 +83%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$853K +$28.8K +1,437 +4%
RA
45
Rational Advisors
New York
$831K -$90.1K -4,500 -10%
First Trust Advisors
46
First Trust Advisors
Illinois
$812K +$125K +6,264 +18%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$762K -$4.32K -216 -0.6%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$735K +$734K +36,678 New
CBOA
49
Commonwealth Bank of Australia
Australia
$723K -$78.1K -3,900 -10%
Axa
50
Axa
France
$723K +$139K +6,963 +24%
1
2
3 4 5

WSFS Hedge Fund Activity: Q3 2013 in Review

104 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2013, worth a combined $373M — up 11% from $335M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WSFS positions and 7 closed out — a net gain of 5 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was William Blair & Company, opening a new position worth an estimated $10.4M. The largest seller was Pzena Investment Management, cutting an estimated $8.93M.

  • 104 institutional investors held WSFS Financial (WSFS) as of Q3 2013, up from 101 in Q2 2013.
  • Funds reported $373M of WSFS Financial stock for Q3 2013, up 11% quarter-over-quarter.
  • 12 funds opened new WSFS Financial positions in Q3 2013 and 7 closed out, a net change of +5 holders.
  • The largest WSFS Financial buyer in Q3 2013 was William Blair & Company, an estimated $10.4M added.
  • The largest WSFS Financial seller in Q3 2013 was Pzena Investment Management, an estimated $8.93M sold.

Based on aggregated 13F filings for Q3 2013.