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WSFS Financial
WSFS

Overview Fund Activity

146 hedge funds and large institutions have $1.13B invested in WSFS Financial in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-5
Holders Change %
-3.31%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$84.4M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$14.4M
3
SAM
3
Skyline Asset Management
Illinois
$10.2M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
EAM
5
Eagle Asset Management
Florida
$7.89M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$19.9M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$15.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$92.3M
4
WC
4
Walthausen & Co
New York
$6.22M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$11.1M -$878K -19,098 -7%
O
27
OppenheimerFunds
New York
$10.3M +$381K +8,301 +4%
SAM
28
Skyline Asset Management
Illinois
$10.2M +$10.2M +222,400 New
Jennison Associates
29
Jennison Associates
New York
$8.77M +$3.1M +67,495 +55%
TCIM
30
TIAA CREF Investment Management
New York
$8.69M +$3.05M +66,449 +54%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$8.58M -$6.15M -133,920 -42%
EAM
32
Eagle Asset Management
Florida
$7.89M +$7.89M +171,649 New
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.79M – – –
MCM
34
Maltese Capital Management
New York
$7.66M +$3.06M +66,600 +67%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$7.26M -$1.49M -32,402 -17%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$6.93M +$509K +11,071 +8%
Franklin Resources
37
Franklin Resources
California
$6.51M – – –
WC
38
Walthausen & Co
New York
$6.22M -$6.31M -137,398 -50%
Charles Schwab
39
Charles Schwab
California
$5.47M +$290K +6,309 +6%
SB
40
Suntrust Banks
Georgia
$5.33M – – –
AIS
41
AlphaOne Investment Services
Pennsylvania
$4.99M +$42.6K +928 +0.9%
First Trust Advisors
42
First Trust Advisors
Illinois
$4.61M +$924K +20,102 +25%
Stifel Financial
43
Stifel Financial
Missouri
$4.3M +$7.99K +174 +0.2%
Morgan Stanley
44
Morgan Stanley
New York
$4.23M -$2.83M -61,692 -40%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$4.19M +$119K +2,584 +3%
Allianz Asset Management
46
Allianz Asset Management
Germany
$3.91M +$2.21M +48,005 +129%
PI
47
Putnam Investments
Massachusetts
$3.85M -$542K -11,800 -12%
HAI
48
Hennessy Advisors Inc
California
$3.45M -$574K -12,500 -14%
TA
49
Teachers Advisors
New York
$3.02M +$722K +15,714 +31%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$2.89M +$354K +7,697 +14%
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