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WSFS Financial
WSFS

231 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 38

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $2.22B → $2.55B (+$324M)

14% more funds holding

Funds holding: 202 → 231 (+29)

4.63% less ownership

Funds ownership: 94.44% → 89.81% (-4.6%)

Holders
231
Holders Change
+29
Holders Change %
+14.36%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
115
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$127M
2
Franklin Resources
Franklin Resources
California
+$67.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$51.4M
4
CIP
Champlain Investment Partners
Vermont
+$51.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$41M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$58.6M
2
Goldman Sachs
Goldman Sachs
New York
-$8.51M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.64M
4
Ameriprise
Ameriprise
Minnesota
-$5.3M
5
JAM
Jacobs Asset Management
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
26
Frontier Capital Management
Massachusetts
$23.4M -$876K -16,898 -3%
Principal Financial Group
27
Principal Financial Group
Iowa
$20.4M -$93.7K -1,808 -0.4%
ClearBridge Investments
28
ClearBridge Investments
New York
$17.9M +$19.9M +384,707 New
JP Morgan Chase
29
JP Morgan Chase
New York
$16M -$58.6M -1,130,621 -77%
EARNEST Partners
30
EARNEST Partners
Georgia
$15.7M +$17.4M +336,659 New
Morgan Stanley
31
Morgan Stanley
New York
$13.9M +$1.34M +25,766 +9%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$13.1M +$523K +10,100 +4%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$13M +$14.4M +278,608 New
Wells Fargo
34
Wells Fargo
California
$12.6M +$11.3M +217,873 +417%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$11.9M +$828K +15,970 +7%
EAM
36
Eagle Asset Management
Florida
$11.4M +$12.6M +243,646 New
ZCM
37
Ziegler Capital Management
Illinois
$10.8M -$803K -15,498 -6%
Goldman Sachs
38
Goldman Sachs
New York
$9.28M -$8.51M -164,292 -45%
NSAM
39
North Star Asset Management
Wisconsin
$9.04M +$10.1M +194,018 New
Legal & General Group
40
Legal & General Group
United Kingdom
$8.95M +$910K +17,555 +10%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$8.46M +$1.45M +28,035 +18%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$8.37M +$3.24M +62,465 +54%
Deutsche Bank
43
Deutsche Bank
Germany
$7.77M +$777K +14,998 +10%
American Century Companies
44
American Century Companies
Missouri
$7.66M +$3.28M +63,386 +63%
Swiss National Bank
45
Swiss National Bank
Switzerland
$7.21M +$2.6M +50,100 +48%
PPA
46
Parametric Portfolio Associates
Washington
$7.19M +$2.72M +52,566 +52%
ACB
47
Aristotle Capital Boston
Massachusetts
$6.88M +$13.4K +259 +0.2%
HAI
48
Hennessy Advisors Inc
California
$6.29M -$622K -12,000 -8%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$6.27M -$97.3K -1,878 -1%
Prudential Financial
50
Prudential Financial
New Jersey
$6.24M +$1.53M +29,619 +28%
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WSFS Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2022, worth a combined $2.55B — up 15% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WSFS positions and 29 closed out — a net gain of 30 holders — while 115 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $58.6M.

  • 231 institutional investors held WSFS Financial (WSFS) as of Q1 2022, up from 202 in Q4 2021.
  • Funds reported $2.55B of WSFS Financial stock for Q1 2022, up 15% quarter-over-quarter.
  • 59 funds opened new WSFS Financial positions in Q1 2022 and 29 closed out, a net change of +30 holders.
  • The largest WSFS Financial buyer in Q1 2022 was BlackRock, an estimated $127M added.
  • The largest WSFS Financial seller in Q1 2022 was JP Morgan Chase, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2022.