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WSFS Financial
WSFS

Overview Fund Activity

121 hedge funds and large institutions have $728M invested in WSFS Financial in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$8.98M
2
RCAMU
2
Rothschild & Co Asset Management US
Connecticut
$8.98M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$84.2M
5
AAM
5
Aberdeen Asset Management
United Kingdom
$15.4M

Top Sellers

1
BA
1
Boston Advisors
Massachusetts
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$19.7M
3
MCM
3
Maltese Capital Management
New York
$6.5M
4
HAI
4
Hennessy Advisors Inc
California
$8.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
Maltese Capital Management
New York
$6.5M -$3.17M -97,600 -33%
PCA
27
PL Capital Advisors
Florida
$6.47M -$456K -14,022 -7%
EMFAT
28
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.52M -$469K -14,408 -8%
Prudential Financial
29
Prudential Financial
New Jersey
$5.23M -$1.71M -52,700 -25%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$4.78M -$67.6K -2,078 -1%
Franklin Resources
31
Franklin Resources
California
$4.73M – – –
AIS
32
AlphaOne Investment Services
Pennsylvania
$4.14M -$408K -12,545 -9%
SB
33
Suntrust Banks
Georgia
$4.03M -$110K -3,375 -3%
PI
34
Putnam Investments
Massachusetts
$3.91M -$381K -11,700 -9%
BIM
35
BlackRock Investment Management
Delaware
$3.89M +$192K +5,911 +5%
Charles Schwab
36
Charles Schwab
California
$3.87M +$208K +6,383 +6%
TCIM
37
TIAA CREF Investment Management
New York
$3.16M +$195K +6,002 +7%
Stifel Financial
38
Stifel Financial
Missouri
$3.03M -$3.38K -104 -0.1%
Allianz Asset Management
39
Allianz Asset Management
Germany
$2.86M -$154K -4,745 -5%
QI
40
QS Investors
New York
$2.5M -$19.6K -604 -0.8%
PPA
41
Parametric Portfolio Associates
Washington
$2.47M -$948K -29,151 -28%
BCM
42
Bridgeway Capital Management
Texas
$2.45M +$1.63K +50 +0.1%
Morgan Stanley
43
Morgan Stanley
New York
$2.43M -$967K -29,729 -28%
NFA
44
Nationwide Fund Advisors
Ohio
$2.38M +$349K +10,739 +17%
RFC
45
Russell Frank Company
Washington
$2.38M +$158K +4,848 +7%
CS
46
Credit Suisse
Switzerland
$2.25M +$656K +20,170 +41%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$2.21M +$296K +9,101 +15%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$2.12M +$272K +8,372 +15%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$1.94M +$1.94M +59,568 New
SGAM
50
Smith Group Asset Management
Texas
$1.79M +$1.16M +35,550 +183%
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