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WSFS Financial
WSFS

114 hedge funds and large institutions have $503M invested in WSFS Financial in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

35% more capital invested

Capital invested by funds: $373M → $503M (+$130M)

10% more funds holding

Funds holding: 104 → 114 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
46
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.7M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$10.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.86M
4
Morgan Stanley
Morgan Stanley
New York
+$2.71M
5
CAM
ClariVest Asset Management
California
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.8M
2
SCM
Stadium Capital Management
Connecticut
-$8.37M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$7.71M
4
Jennison Associates
Jennison Associates
New York
-$7.65M
5
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.04M -$207K -8,883 -5%
WA
27
Westport Advisers
Connecticut
$3.76M – – –
Deutsche Bank
28
Deutsche Bank
Germany
$3.64M +$1.41M +60,261 +75%
Charles Schwab
29
Charles Schwab
California
$3.59M +$560K +23,964 +21%
RFC
30
Russell Frank Company
Washington
$3.48M -$105K -4,512 -3%
HAI
31
Hennessy Advisors Inc
California
$2.95M -$841K -36,000 -24%
TCIM
32
TIAA CREF Investment Management
New York
$2.79M -$36.1K -1,545 -1%
NFA
33
Nationwide Fund Advisors
Ohio
$2.66M +$1.16M +49,551 +93%
CAM
34
ClariVest Asset Management
California
$2.41M +$2.04M +87,399 +1,526%
Bank of America
35
Bank of America
North Carolina
$2.16M +$1.74M +74,691 +841%
Prudential Financial
36
Prudential Financial
New Jersey
$2.09M -$147K -6,300 -7%
BIM
37
BlackRock Investment Management
Delaware
$2.04M -$66.7K -2,856 -3%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$1.99M +$946K +40,491 +110%
PCM
39
Piermont Capital Management
Missouri
$1.81M +$1.64M +70,230 New
CS
40
Credit Suisse
Switzerland
$1.79M +$920K +39,387 +132%
PPA
41
Parametric Portfolio Associates
Washington
$1.71M -$911K -39,015 -37%
MAM
42
Martingale Asset Management
Massachusetts
$1.69M +$10.2K +438 +0.7%
BIM
43
Bogle Investment Management
Massachusetts
$1.64M +$1.48M +63,498 New
1IC
44
1919 Investment Counsel
Maryland
$1.55M – – –
TC
45
TFS Capital
Pennsylvania
$1.54M +$826K +35,385 +145%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.5M +$1.36M +58,074 New
PCMF
47
Private Capital Management (Florida)
Florida
$1.33M -$50K -2,139 -4%
N
48
Nuveen
North Carolina
$1.33M +$3.36K +144 +0.3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1.31M +$527K +22,548 +80%
CIC
50
Cornercap Investment Counsel
Georgia
$1.29M +$847K +36,270 +268%
1
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3 4 5

WSFS Hedge Fund Activity: Q4 2013 in Review

114 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2013, worth a combined $503M — up 35% from $373M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WSFS positions and 10 closed out — a net gain of 10 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $31.7M. The largest seller was Wellington Management Group, cutting an estimated $22.8M.

  • 114 institutional investors held WSFS Financial (WSFS) as of Q4 2013, up from 104 in Q3 2013.
  • Funds reported $503M of WSFS Financial stock for Q4 2013, up 35% quarter-over-quarter.
  • 20 funds opened new WSFS Financial positions in Q4 2013 and 10 closed out, a net change of +10 holders.
  • The largest WSFS Financial buyer in Q4 2013 was Fidelity Investments, an estimated $31.7M added.
  • The largest WSFS Financial seller in Q4 2013 was Wellington Management Group, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2013.