WSFS Financial
WSFS
151 hedge funds and large institutions have $1.12B invested in WSFS Financial in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
76.85% more ownership
Funds ownership: 0% → 76.85% (+77%)
42% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 43
35% more capital invested
Capital invested by funds: $830M → $1.12B (+$287M)
9% more funds holding
Funds holding: 138 → 151 (+13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$9.73M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$9.32M |
| 3 |
O
OppenheimerFunds
New York
|
+$8.65M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.03M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.5M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$7.97M |
| 3 |
Millennium Management
New York
|
-$4M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$3.68M |
| 5 |
WC
Walthausen & Co
Malta,
New York
|
-$3.65M |
WSFS Hedge Fund Activity: Q4 2016 in Review
151 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2016, worth a combined $1.12B — up 35% from $830M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new WSFS positions and 11 closed out — a net gain of 14 holders — while 61 added to existing stakes and 43 trimmed.
The largest buyer was Penn Capital Management, opening a new position worth an estimated $9.73M. The largest seller was Fidelity Investments, cutting an estimated $13.5M.
- 151 institutional investors held WSFS Financial (WSFS) as of Q4 2016, up from 138 in Q3 2016.
- Funds reported $1.12B of WSFS Financial stock for Q4 2016, up 35% quarter-over-quarter.
- 25 funds opened new WSFS Financial positions in Q4 2016 and 11 closed out, a net change of +14 holders.
- The largest WSFS Financial buyer in Q4 2016 was Penn Capital Management, an estimated $9.73M added.
- The largest WSFS Financial seller in Q4 2016 was Fidelity Investments, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2016.