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WSFS Financial
WSFS

Overview Fund Activity

117 hedge funds and large institutions have $697M invested in WSFS Financial in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
PL Capital Advisors
Florida
$6.89M
2
AAM
2
Aberdeen Asset Management
United Kingdom
$11M
3
BA
3
Boston Advisors
Massachusetts
$5.72M
4
FCM
4
Frontier Capital Management
Massachusetts
$51.4M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$27.9M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$22.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$27.9M
3
PI
3
Putnam Investments
Massachusetts
$4.27M
4
WC
4
Walthausen & Co
New York
$12.9M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.09M -$355K -10,965 -6%
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.96M +$3.1M +95,736 +108%
BA
28
Boston Advisors
Massachusetts
$5.72M +$4.26M +131,786 +293%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$4.83M -$108K -3,350 -2%
Franklin Resources
30
Franklin Resources
California
$4.71M -$793K -24,500 -14%
AIS
31
AlphaOne Investment Services
Pennsylvania
$4.52M +$72.3K +2,234 +2%
PI
32
Putnam Investments
Massachusetts
$4.27M -$3.3M -102,097 -44%
SB
33
Suntrust Banks
Georgia
$4.12M +$135K +4,159 +3%
BIM
34
BlackRock Investment Management
Delaware
$3.68M +$147K +4,552 +4%
Charles Schwab
35
Charles Schwab
California
$3.64M +$509K +15,735 +16%
PPA
36
Parametric Portfolio Associates
Washington
$3.4M +$65.2K +2,014 +2%
Morgan Stanley
37
Morgan Stanley
New York
$3.38M -$490K -15,137 -13%
Stifel Financial
38
Stifel Financial
Missouri
$3.02M +$1.06M +32,907 +54%
Allianz Asset Management
39
Allianz Asset Management
Germany
$3.02M +$248K +7,591 +9%
TCIM
40
TIAA CREF Investment Management
New York
$2.95M -$209K -6,464 -7%
QI
41
QS Investors
New York
$2.51M -$59K -1,822 -2%
BCM
42
Bridgeway Capital Management
Texas
$2.44M +$9.71K +300 +0.4%
RFC
43
Russell Frank Company
Washington
$2.28M -$137K -4,084 -6%
NFA
44
Nationwide Fund Advisors
Ohio
$2.02M -$1.27M -39,363 -39%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.9M +$183K +5,663 +11%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.84M +$174K +5,373 +10%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.72M +$1.72M +53,191 New
CCM
48
Century Capital Management
Massachusetts
$1.64M – – –
TA
49
Teachers Advisors
New York
$1.6M +$118K +3,643 +8%
BBHC
50
Brown Brothers Harriman & Co
New York
$1.59M – – –
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