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WSFS Financial
WSFS

104 hedge funds and large institutions have $373M invested in WSFS Financial in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $335M → $373M (+$38M)

3% more funds holding

Funds holding: 101 → 104 (+3)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
104
Holders Change
+3
Holders Change %
+2.97%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
38
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$10.4M
2
FCM
Frontier Capital Management
Massachusetts
+$2.25M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.87M
4
BFA
BlackRock Fund Advisors
California
+$1.41M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.35M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$8.93M
2
SCM
Stadium Capital Management
Connecticut
-$3.58M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.88M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.86M
5
MA
MUFG Americas
New York
-$644K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
51
Bridgeway Capital Management
Texas
$715K – – –
Allianz Asset Management
52
Allianz Asset Management
Germany
$685K +$343K +17,154 +101%
Asset Management One
53
Asset Management One
Japan
$681K – – –
Federated Hermes
54
Federated Hermes
Pennsylvania
$676K -$65K -3,246 -9%
TRSOTSOK
55
Teachers Retirement System of the State of Kentucky
Kentucky
$673K +$26.4K +1,320 +4%
TA
56
Teachers Advisors
New York
$664K +$24.8K +1,239 +4%
CS
57
Credit Suisse
Switzerland
$597K +$227K +11,355 +62%
CCMH
58
Cornerstone Capital Management Holdings
New York
$592K -$312K -15,600 -35%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$572K +$13.2K +657 +2%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$567K – – –
CF
61
CNA Financial
Illinois
$566K -$342K -17,100 -38%
TC
62
TFS Capital
Pennsylvania
$490K -$251K -12,552 -34%
Invesco
63
Invesco
Georgia
$472K +$60.1K +3,000 +15%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$464K – – –
BA
65
Boston Advisors
Massachusetts
$448K +$49.5K +2,472 +12%
AL
66
AJO LP
Pennsylvania
$446K +$444K +22,200 New
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$394K – – –
SCM
68
Sterling Capital Management
North Carolina
$386K -$42K -2,097 -10%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$384K – – –
Citigroup
70
Citigroup
New York
$345K +$54.4K +2,718 +19%
GMIM
71
General Motors Investment Management
New York
$320K – – –
AIG
72
American International Group
New York
$317K +$901 +45 +0.3%
MCM
73
Munder Capital Management
Michigan
$301K -$192K -9,600 -39%
Swiss National Bank
74
Swiss National Bank
Switzerland
$301K -$24K -1,200 -7%
ProShare Advisors
75
ProShare Advisors
Maryland
$300K +$4.2K +210 +1%
1 2
3
4 5

WSFS Hedge Fund Activity: Q3 2013 in Review

104 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2013, worth a combined $373M — up 11% from $335M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WSFS positions and 7 closed out — a net gain of 5 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was William Blair & Company, opening a new position worth an estimated $10.4M. The largest seller was Pzena Investment Management, cutting an estimated $8.93M.

  • 104 institutional investors held WSFS Financial (WSFS) as of Q3 2013, up from 101 in Q2 2013.
  • Funds reported $373M of WSFS Financial stock for Q3 2013, up 11% quarter-over-quarter.
  • 12 funds opened new WSFS Financial positions in Q3 2013 and 7 closed out, a net change of +5 holders.
  • The largest WSFS Financial buyer in Q3 2013 was William Blair & Company, an estimated $10.4M added.
  • The largest WSFS Financial seller in Q3 2013 was Pzena Investment Management, an estimated $8.93M sold.

Based on aggregated 13F filings for Q3 2013.