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WSFS Financial
WSFS

160 hedge funds and large institutions have $1.27B invested in WSFS Financial in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

4.95% more ownership

Funds ownership: 80.03% → 84.98% (+5%)

4% more funds holding

Funds holding: 154 → 160 (+6)

5% less capital invested

Capital invested by funds: $1.35B → $1.27B (-$71.7M)

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
63
Reduced
41
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Palisade Capital Management
New Jersey
+$16.7M
2
Macquarie Group
Macquarie Group
Australia
+$13.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$10.9M
4
O
OppenheimerFunds
New York
+$9.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$8.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$39.3M
2
Jennison Associates
Jennison Associates
New York
-$9.08M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$9.04M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.73M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
26
Eagle Asset Management
Florida
$14.1M +$2.79M +54,182 +22%
Norges Bank
27
Norges Bank
Norway
$12M – – –
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$11.6M -$889K -17,277 -7%
Millennium Management
29
Millennium Management
New York
$11.6M +$8.32M +161,612 +194%
PCM
30
Penn Capital Management
Pennsylvania
$11.4M -$1.62M -31,536 -13%
Deutsche Bank
31
Deutsche Bank
Germany
$10.2M +$5.4M +104,911 +93%
ECA
32
Endeavour Capital Advisors
Connecticut
$9.9M +$3.65M +70,860 +51%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$9.7M +$2.71M +52,604 +34%
TCIM
34
TIAA CREF Investment Management
New York
$9.23M +$854K +16,586 +9%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$8.32M +$68.9K +1,339 +0.8%
Citadel Advisors
36
Citadel Advisors
Florida
$8.27M +$7.96M +154,631 +742%
Charles Schwab
37
Charles Schwab
California
$8.01M +$416K +8,090 +5%
Marshall Wace
38
Marshall Wace
United Kingdom
$7.69M +$8.4M +163,171 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$6.95M -$120K -2,328 -2%
Bank of America
40
Bank of America
North Carolina
$6.94M +$978K +19,000 +15%
TA
41
Teachers Advisors
New York
$6.66M +$4.2M +81,573 +137%
Franklin Resources
42
Franklin Resources
California
$5.74M -$407K -7,900 -6%
Pzena Investment Management
43
Pzena Investment Management
New York
$5.67M +$43K +835 +0.7%
OAM
44
Oxford Asset Management
United Kingdom
$5.28M +$4.64M +90,251 +413%
First Trust Advisors
45
First Trust Advisors
Illinois
$5.05M +$1.54M +29,951 +39%
Two Sigma Investments
46
Two Sigma Investments
New York
$4.84M +$3.52M +68,450 +201%
AIS
47
AlphaOne Investment Services
Pennsylvania
$4.53M -$396K -7,687 -7%
Stifel Financial
48
Stifel Financial
Missouri
$4.43M -$24.7K -479 -0.5%
Federated Hermes
49
Federated Hermes
Pennsylvania
$3.75M -$1.08K -21 -0%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$3.11M +$1.5M +29,100 +79%
1
2
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WSFS Hedge Fund Activity: Q3 2018 in Review

160 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2018, worth a combined $1.27B — down 5.3% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSFS positions and 21 closed out — a net gain of 6 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Palisade Capital Management, opening a new position worth an estimated $16.7M. The largest seller was Goldman Sachs, cutting an estimated $39.3M.

  • 160 institutional investors held WSFS Financial (WSFS) as of Q3 2018, up from 154 in Q2 2018.
  • Funds reported $1.27B of WSFS Financial stock for Q3 2018, down 5.3% quarter-over-quarter.
  • 27 funds opened new WSFS Financial positions in Q3 2018 and 21 closed out, a net change of +6 holders.
  • The largest WSFS Financial buyer in Q3 2018 was Palisade Capital Management, an estimated $16.7M added.
  • The largest WSFS Financial seller in Q3 2018 was Goldman Sachs, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2018.