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WSFS Financial
WSFS

Overview Fund Activity

174 hedge funds and large institutions have $1.81B invested in WSFS Financial in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-16
Holders Change %
-8.42%
% of All Funds
3.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
64
Reduced
59
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$198M
2
Invesco
2
Invesco
Georgia
$43.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$55.9M
4
State Street
4
State Street
Massachusetts
$57.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$14.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.49M
2
Macquarie Group
2
Macquarie Group
Australia
$45.4M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$33.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$7.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair Investment Management
26
William Blair Investment Management
Illinois
$16M +$31.7K +767 +0.2%
Stifel Financial
27
Stifel Financial
Missouri
$14.2M +$10.3M +249,397 +266%
FWIA
28
Fort Washington Investment Advisors
Ohio
$14M -$1.53M -37,000 -10%
Charles Schwab
29
Charles Schwab
California
$12.8M +$379K +9,186 +3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$12.5M +$553K +13,401 +5%
RCAMU
31
Rothschild & Co Asset Management US
Connecticut
$12.3M +$1.6M +38,802 +15%
EAM
32
Eagle Asset Management
Florida
$11.9M -$187K -4,521 -2%
WCM
33
Wedge Capital Management
North Carolina
$10.6M -$206K -4,988 -2%
Bank of America
34
Bank of America
North Carolina
$10.6M +$867K +21,002 +9%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$10.4M – – –
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$10.3M -$239K -5,795 -2%
MCM
37
Maltese Capital Management
New York
$9.94M +$2.1M +50,751 +27%
SAM
38
Skyline Asset Management
Illinois
$9.89M -$855K -20,700 -8%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$8.35M +$2.4M +58,200 +40%
ACB
40
Aristotle Capital Boston
Massachusetts
$8.3M +$281K +6,813 +4%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$7.63M -$6.06M -148,864 -44%
Federated Hermes
42
Federated Hermes
Pennsylvania
$6.47M -$1.12M -27,209 -15%
PCM
43
Penn Capital Management
Pennsylvania
$6.46M -$1.57M -37,899 -20%
Wells Fargo
44
Wells Fargo
California
$5.69M -$1.11M -26,997 -16%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$5.27M -$814K -19,705 -13%
Franklin Resources
46
Franklin Resources
California
$5.03M – – –
GC
47
Guggenheim Capital
Illinois
$4.71M +$3.18M +77,046 +208%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$4.69M +$1.05M +25,492 +29%
Two Sigma Investments
49
Two Sigma Investments
New York
$4.06M -$1.76M -42,525 -30%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.94M +$20.7K +500 +0.5%
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