We are live on ! Find out more
WSFS icon

WSFS Financial
WSFS

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

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

16% more capital invested

Capital invested by funds: $599M → $697M (+$98.4M)

5% more funds holding

Funds holding: 111 → 117 (+6)

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

Rank Fund Capital Flow
1
PCA
PL Capital Advisors
Florida
+$6.8M
2
AAM
Aberdeen Asset Management
United Kingdom
+$5.54M
3
BA
Boston Advisors
Massachusetts
+$4.21M
4
FCM
Frontier Capital Management
Massachusetts
+$3.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$5.06M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.41M
3
PI
Putnam Investments
Massachusetts
-$3.26M
4
WC
Walthausen & Co
New York
-$3.2M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.09M -$350K -10,965 -6%
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.96M +$3.06M +95,736 +108%
BA
28
Boston Advisors
Massachusetts
$5.72M +$4.21M +131,786 +293%
JP Morgan Chase
29
JP Morgan Chase
New York
$4.83M -$107K -3,350 -2%
Franklin Resources
30
Franklin Resources
California
$4.71M -$783K -24,500 -14%
AIS
31
AlphaOne Investment Services
Pennsylvania
$4.52M +$71.4K +2,234 +2%
PI
32
Putnam Investments
Massachusetts
$4.26M -$3.26M -102,097 -44%
SB
33
Suntrust Banks
Georgia
$4.12M +$133K +4,159 +3%
BIM
34
BlackRock Investment Management
Delaware
$3.68M +$145K +4,552 +4%
Charles Schwab
35
Charles Schwab
California
$3.64M +$503K +15,735 +16%
PPA
36
Parametric Portfolio Associates
Washington
$3.4M +$64.3K +2,014 +2%
Morgan Stanley
37
Morgan Stanley
New York
$3.38M -$484K -15,137 -13%
Stifel Financial
38
Stifel Financial
Missouri
$3.02M +$1.05M +32,907 +54%
Allianz Asset Management
39
Allianz Asset Management
Germany
$3.02M +$242K +7,591 +9%
TCIM
40
TIAA CREF Investment Management
New York
$2.95M -$206K -6,464 -7%
QI
41
QS Investors
New York
$2.51M -$58.2K -1,822 -2%
BCM
42
Bridgeway Capital Management
Texas
$2.44M +$9.58K +300 +0.4%
RFC
43
Russell Frank Company
Washington
$2.28M -$130K -4,084 -6%
NFA
44
Nationwide Fund Advisors
Ohio
$2.02M -$1.26M -39,363 -39%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.9M +$181K +5,663 +11%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.84M +$172K +5,373 +10%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.72M +$1.7M +53,191 New
CCM
48
Century Capital Management
Massachusetts
$1.64M – – –
TA
49
Teachers Advisors
New York
$1.59M +$116K +3,643 +8%
BBHC
50
Brown Brothers Harriman & Co
New York
$1.59M – – –
1
2
3 4 5

WSFS Hedge Fund Activity: Q4 2015 in Review

117 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2015, worth a combined $697M — up 16% from $599M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WSFS positions and 9 closed out — a net gain of 6 holders — while 49 added to existing stakes and 38 trimmed.

The largest buyer was PL Capital Advisors, opening a new position worth an estimated $6.8M. The largest seller was Federated Hermes, cutting an estimated $5.06M.

  • 117 institutional investors held WSFS Financial (WSFS) as of Q4 2015, up from 111 in Q3 2015.
  • Funds reported $697M of WSFS Financial stock for Q4 2015, up 16% quarter-over-quarter.
  • 15 funds opened new WSFS Financial positions in Q4 2015 and 9 closed out, a net change of +6 holders.
  • The largest WSFS Financial buyer in Q4 2015 was PL Capital Advisors, an estimated $6.8M added.
  • The largest WSFS Financial seller in Q4 2015 was Federated Hermes, an estimated $5.06M sold.

Based on aggregated 13F filings for Q4 2015.