WSFS Financial
WSFS
165 hedge funds and large institutions have $1.93B invested in WSFS Financial in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 27 closing their positions.
7% more capital invested
Capital invested by funds: $1.81B → $1.93B (+$123M)
0.66% more ownership
Funds ownership: 81.88% → 82.54% (+0.66%)
6% less funds holding
Funds holding: 175 → 165 (-10)
20% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 60
37% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$26.2M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$14.2M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$13.5M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$11.9M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$6.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$12.3M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$10.4M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$8.76M |
| 4 |
State Street
Boston,
Massachusetts
|
-$6.35M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$4.85M |
WSFS Hedge Fund Activity: Q3 2019 in Review
165 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2019, worth a combined $1.93B — up 6.8% from $1.81B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of WSFS and 17 opened new positions — a net loss of 10 holders — while 60 trimmed existing stakes and 48 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $26.2M. The largest seller was Macquarie Group, cutting an estimated $12.3M.
- 165 institutional investors held WSFS Financial (WSFS) as of Q3 2019, down from 175 in Q2 2019.
- Funds reported $1.93B of WSFS Financial stock for Q3 2019, up 6.8% quarter-over-quarter.
- 17 funds opened new WSFS Financial positions in Q3 2019 and 27 closed out, a net change of -10 holders.
- The largest WSFS Financial buyer in Q3 2019 was T. Rowe Price Associates, an estimated $26.2M added.
- The largest WSFS Financial seller in Q3 2019 was Macquarie Group, an estimated $12.3M sold.
Based on aggregated 13F filings for Q3 2019.