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WSFS Financial
WSFS

Overview Fund Activity

141 hedge funds and large institutions have $1.21B invested in WSFS Financial in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
O
1
OppenheimerFunds
New York
$21.2M
2
ECA
2
Endeavour Capital Advisors
Connecticut
$6.67M
3
EAM
3
Eagle Asset Management
Florida
$12.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$19.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$29M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$63.7M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$9.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$24.6M
5
SB
5
Suntrust Banks
Georgia
$436K
Name Market Value Shares Shares
Change 		Shares
Change %
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$12.5M 260,323 -11,037 -4%
PCM
27
Penn Capital Management
Pennsylvania
$12.3M 255,737 -15,628 -6%
Norges Bank
28
Norges Bank
Norway
$12.2M 254,568 +2,000 +0.8%
Federated Hermes
29
Federated Hermes
Pennsylvania
$9.9M 206,586 -84,504 -29%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$9.32M 194,530 +18,587 +11%
Jennison Associates
31
Jennison Associates
New York
$9.2M 192,003 +227 +0.1%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$8.5M 177,443 +6,400 +4%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.12M 169,608 – –
TCIM
34
TIAA CREF Investment Management
New York
$8.08M 168,697 +22,185 +15%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$7.33M 153,023 – –
Charles Schwab
36
Charles Schwab
California
$7.31M 152,651 +5,648 +4%
ECA
37
Endeavour Capital Advisors
Connecticut
$6.67M 139,223 +139,223 New
Franklin Resources
38
Franklin Resources
California
$6.21M 129,700 – –
Bank of America
39
Bank of America
North Carolina
$6.21M 129,573 +12,767 +11%
Pzena Investment Management
40
Pzena Investment Management
New York
$5.74M 119,881 -29,162 -20%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$5.09M 106,197 -756 -0.7%
AIS
42
AlphaOne Investment Services
Pennsylvania
$5.07M 105,877 -2,056 -2%
Millennium Management
43
Millennium Management
New York
$4.91M 102,439 +42,198 +70%
Deutsche Bank
44
Deutsche Bank
Germany
$4.69M 97,912 -5,893 -6%
Stifel Financial
45
Stifel Financial
Missouri
$4.52M 94,395 +99 +0.1%
Comerica Bank
46
Comerica Bank
Texas
$3.6M 72,568 +7,200 +11%
Morgan Stanley
47
Morgan Stanley
New York
$3.47M 72,502 -7,182 -9%
Wells Fargo
48
Wells Fargo
California
$3.27M 68,216 -14,474 -18%
First Trust Advisors
49
First Trust Advisors
Illinois
$3.14M 65,520 -279 -0.4%
MPAM
50
Monarch Partners Asset Management
Massachusetts
$3.08M 64,195 +1,140 +2%
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