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WSFS Financial
WSFS

Overview Fund Activity

145 hedge funds and large institutions have $1.2B invested in WSFS Financial in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$15.3M
2
Millennium Management
2
Millennium Management
New York
$2.88M
3
Ameriprise
3
Ameriprise
Minnesota
$36.5M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$71.6M
5
BlackRock
5
BlackRock
New York
$95.3M

Top Sellers

1
SAM
1
Sentinel Asset Management
Vermont
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$13.9M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$5.77M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$28.4M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$13M -$1M -20,950 -7%
Norges Bank
27
Norges Bank
Norway
$12.1M +$642K +13,421 +6%
O
28
OppenheimerFunds
New York
$9.62M -$24.5K -511 -0.3%
Jennison Associates
29
Jennison Associates
New York
$9.18M -$87.5K -1,829 -0.9%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$8.42M +$1.15K +24 +0%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$8.18M +$473K +9,881 +6%
EMFAT
32
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.12M – – –
EAM
33
Eagle Asset Management
Florida
$8.09M -$1.89M -39,401 -19%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$7.32M – – –
Pzena Investment Management
35
Pzena Investment Management
New York
$7.13M -$590K -12,330 -8%
Charles Schwab
36
Charles Schwab
California
$7.04M +$459K +9,593 +7%
TCIM
37
TIAA CREF Investment Management
New York
$7.01M -$369K -7,718 -5%
Franklin Resources
38
Franklin Resources
California
$6.21M -$493K -10,300 -7%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$5.77M -$5.02M -104,898 -47%
Bank of America
40
Bank of America
North Carolina
$5.59M +$454K +9,487 +9%
AIS
41
AlphaOne Investment Services
Pennsylvania
$5.17M +$34K +710 +0.7%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$5.12M +$583K +12,178 +13%
Deutsche Bank
43
Deutsche Bank
Germany
$4.97M +$2.16M +45,108 +77%
Stifel Financial
44
Stifel Financial
Missouri
$4.51M +$670 +14 +0%
Wells Fargo
45
Wells Fargo
California
$3.96M +$227K +4,744 +6%
Morgan Stanley
46
Morgan Stanley
New York
$3.81M -$270K -5,651 -7%
SB
47
Suntrust Banks
Georgia
$3.67M -$1.5M -31,354 -29%
Comerica Bank
48
Comerica Bank
Texas
$3.44M +$909K +17,271 +36%
First Trust Advisors
49
First Trust Advisors
Illinois
$3.15M +$25.1K +524 +0.8%
MPAM
50
Monarch Partners Asset Management
Massachusetts
$3.02M +$41.4K +865 +1%
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