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WSFS Financial
WSFS

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

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

1.26% more ownership

Funds ownership: 76.85% → 78.12% (+1.3%)

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$12.1M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

3% less funds holding

Funds holding: 151 → 146 (-5)

Holders
146
Holders Change
-5
Holders Change %
-3.31%
% of All Funds
3.63%
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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$83.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$14.3M
3
SAM
Skyline Asset Management
Illinois
+$10.1M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$8.77M
5
EAM
Eagle Asset Management
Florida
+$7.8M

Top Sellers

Rank Fund Capital Flow
1
FCM
Frontier Capital Management
Massachusetts
-$23.5M
2
Pzena Investment Management
Pzena Investment Management
New York
-$11.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.33M
4
WC
Walthausen & Co
New York
-$6.24M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$11.1M -$868K -19,098 -7%
O
27
OppenheimerFunds
New York
$10.3M +$377K +8,301 +4%
SAM
28
Skyline Asset Management
Illinois
$10.2M +$10.1M +222,400 New
Jennison Associates
29
Jennison Associates
New York
$8.77M +$3.07M +67,495 +55%
TCIM
30
TIAA CREF Investment Management
New York
$8.69M +$3.02M +66,449 +54%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$8.58M -$6.08M -133,920 -42%
EAM
32
Eagle Asset Management
Florida
$7.89M +$7.8M +171,649 New
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.79M – – –
MCM
34
Maltese Capital Management
New York
$7.66M +$3.03M +66,600 +67%
JP Morgan Chase
35
JP Morgan Chase
New York
$7.26M -$1.47M -32,402 -17%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$6.93M +$503K +11,071 +8%
Franklin Resources
37
Franklin Resources
California
$6.51M – – –
WC
38
Walthausen & Co
New York
$6.22M -$6.24M -137,398 -50%
Charles Schwab
39
Charles Schwab
California
$5.47M +$287K +6,309 +6%
SB
40
Suntrust Banks
Georgia
$5.33M – – –
AIS
41
AlphaOne Investment Services
Pennsylvania
$4.99M +$42.2K +928 +0.9%
First Trust Advisors
42
First Trust Advisors
Illinois
$4.61M +$913K +20,102 +25%
Stifel Financial
43
Stifel Financial
Missouri
$4.3M +$7.9K +174 +0.2%
Morgan Stanley
44
Morgan Stanley
New York
$4.23M -$2.8M -61,692 -40%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$4.19M +$117K +2,584 +3%
Allianz Asset Management
46
Allianz Asset Management
Germany
$3.91M +$2.18M +48,005 +129%
PI
47
Putnam Investments
Massachusetts
$3.85M -$536K -11,800 -12%
HAI
48
Hennessy Advisors Inc
California
$3.45M -$568K -12,500 -14%
TA
49
Teachers Advisors
New York
$3.02M +$714K +15,714 +31%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$2.89M +$350K +7,697 +14%
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WSFS Hedge Fund Activity: Q1 2017 in Review

146 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2017, worth a combined $1.13B — up 1.1% from $1.12B a quarter earlier.

Fund positioning in WSFS was balanced in Q1 2017: 16 funds opened new positions, 16 closed out, 55 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $83.1M. The largest seller was Frontier Capital Management, cutting an estimated $23.5M.

  • 146 institutional investors held WSFS Financial (WSFS) as of Q1 2017, down from 151 in Q4 2016.
  • Funds reported $1.13B of WSFS Financial stock for Q1 2017, up 1.1% quarter-over-quarter.
  • 16 funds opened new WSFS Financial positions in Q1 2017 and 16 closed out, a net change of 0 holders.
  • The largest WSFS Financial buyer in Q1 2017 was BlackRock, an estimated $83.1M added.
  • The largest WSFS Financial seller in Q1 2017 was Frontier Capital Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2017.