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WSFS Financial
WSFS

154 hedge funds and large institutions have $1.35B invested in WSFS Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

11% more capital invested

Capital invested by funds: $1.21B → $1.35B (+$131M)

8% more funds holding

Funds holding: 142 → 154 (+12)

0.69% less ownership

Funds ownership: 80.71% → 80.03% (-0.69%)

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
51
Reduced
46
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.58M
2
O
OppenheimerFunds
New York
+$6.26M
3
Macquarie Group
Macquarie Group
Australia
+$4.58M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$4.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$27.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.2M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$6.59M
4
WCM
Wedge Capital Management
North Carolina
-$1.49M
5
EAM
Eagle Asset Management
Florida
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$13.6M +$31.1K +600 +0.2%
PCM
27
Penn Capital Management
Pennsylvania
$13.4M -$284K -5,484 -2%
EAM
28
Eagle Asset Management
Florida
$13M -$1.31M -25,300 -9%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$11.5M +$1.06M +20,409 +10%
Jennison Associates
30
Jennison Associates
New York
$10.3M +$24.4K +470 +0.2%
TCIM
31
TIAA CREF Investment Management
New York
$9.55M +$542K +10,452 +6%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$9.33M -$125K -2,404 -1%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.04M – – –
Charles Schwab
34
Charles Schwab
California
$8.62M +$472K +9,106 +6%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$8.16M – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$7.98M +$2.26M +43,504 +41%
ECA
37
Endeavour Capital Advisors
Connecticut
$7.42M – – –
Franklin Resources
38
Franklin Resources
California
$6.91M – – –
Bank of America
39
Bank of America
North Carolina
$6.83M -$73.8K -1,424 -1%
Pzena Investment Management
40
Pzena Investment Management
New York
$6.37M -$20.8K -402 -0.3%
Deutsche Bank
41
Deutsche Bank
Germany
$5.99M +$747K +14,414 +15%
AIS
42
AlphaOne Investment Services
Pennsylvania
$5.53M -$108K -2,074 -2%
Stifel Financial
43
Stifel Financial
Missouri
$5.03M -$1.81K -35 -0%
Millennium Management
44
Millennium Management
New York
$4.45M -$984K -18,967 -19%
Federated Hermes
45
Federated Hermes
Pennsylvania
$4.24M -$6.59M -127,017 -61%
First Trust Advisors
46
First Trust Advisors
Illinois
$4.11M +$601K +11,597 +18%
Morgan Stanley
47
Morgan Stanley
New York
$3.93M +$67.8K +1,308 +2%
Comerica Bank
48
Comerica Bank
Texas
$3.91M -$1.66K -32 -0%
Wells Fargo
49
Wells Fargo
California
$3.6M -$39.2K -755 -1%
MPAM
50
Monarch Partners Asset Management
Massachusetts
$3.38M -$44.1K -850 -1%
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WSFS Hedge Fund Activity: Q2 2018 in Review

154 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2018, worth a combined $1.35B — up 11% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WSFS positions and 6 closed out — a net gain of 13 holders — while 51 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $8.58M. The largest seller was Northern Trust, cutting an estimated $27.4M.

  • 154 institutional investors held WSFS Financial (WSFS) as of Q2 2018, up from 142 in Q1 2018.
  • Funds reported $1.35B of WSFS Financial stock for Q2 2018, up 11% quarter-over-quarter.
  • 19 funds opened new WSFS Financial positions in Q2 2018 and 6 closed out, a net change of +13 holders.
  • The largest WSFS Financial buyer in Q2 2018 was BlackRock, an estimated $8.58M added.
  • The largest WSFS Financial seller in Q2 2018 was Northern Trust, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2018.