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WSFS Financial
WSFS

Overview Fund Activity

119 hedge funds and large institutions have $588M invested in WSFS Financial in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
43
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$6.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$28M
3
CPIM
3
Columbia Partners Investment Management
Virginia
$2.64M
4
SFM
4
Systematic Financial Management
New Jersey
$2.53M
5
BCM
5
Bridgeway Capital Management
Texas
$2.05M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$712K
4
PAM
4
Panagora Asset Management
Massachusetts
$1.13M
5
BIT
5
BlackRock Institutional Trust
California
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$6.34M +$73.4K +2,682 +1%
BMCMI
27
Bryn Mawr Capital Management Inc
Pennsylvania
$5.14M -$229K -8,388 -4%
Franklin Resources
28
Franklin Resources
California
$4.92M – – –
AIS
29
AlphaOne Investment Services
Pennsylvania
$3.72M -$62.9K -2,300 -2%
NFA
30
Nationwide Fund Advisors
Ohio
$3.38M +$1.61M +58,928 +91%
BIM
31
BlackRock Investment Management
Delaware
$3M +$551K +20,131 +22%
TCIM
32
TIAA CREF Investment Management
New York
$2.87M -$801K -29,294 -22%
AllianceBernstein
33
AllianceBernstein
Tennessee
$2.76M +$1.72M +62,972 +165%
CPIM
34
Columbia Partners Investment Management
Virginia
$2.64M +$2.64M +96,426 New
Charles Schwab
35
Charles Schwab
California
$2.63M -$830K -30,338 -24%
RFC
36
Russell Frank Company
Washington
$2.6M -$136K -4,956 -5%
SFM
37
Systematic Financial Management
New Jersey
$2.53M +$2.53M +92,409 New
PCM
38
Piermont Capital Management
Missouri
$2.48M +$78.2K +2,860 +3%
Morgan Stanley
39
Morgan Stanley
New York
$2.34M +$395K +14,425 +20%
QI
40
QS Investors
New York
$2.17M – – –
PPA
41
Parametric Portfolio Associates
Washington
$2.09M -$237K -8,655 -10%
BCM
42
Bridgeway Capital Management
Texas
$2.05M +$2.05M +75,000 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.7M +$230K +8,408 +16%
Stifel Financial
44
Stifel Financial
Missouri
$1.66M -$1.4K -51 -0.1%
CIC
45
Cornercap Investment Counsel
Georgia
$1.59M +$23.5K +860 +2%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.57M +$362K +13,249 +30%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.45M +$760K +27,807 +111%
MAM
48
Martingale Asset Management
Massachusetts
$1.42M -$692K -25,262 -33%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.41M +$81.2K +2,967 +6%
Jennison Associates
50
Jennison Associates
New York
$1.35M -$28.9K -1,057 -2%
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