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WSFS Financial
WSFS

114 hedge funds and large institutions have $503M invested in WSFS Financial in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

35% more capital invested

Capital invested by funds: $373M → $503M (+$130M)

10% more funds holding

Funds holding: 104 → 114 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
46
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.7M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$10.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.86M
4
Morgan Stanley
Morgan Stanley
New York
+$2.71M
5
CAM
ClariVest Asset Management
California
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.8M
2
SCM
Stadium Capital Management
Connecticut
-$8.37M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$7.71M
4
Jennison Associates
Jennison Associates
New York
-$7.65M
5
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
51
Invesco
Georgia
$1.28M +$612K +26,208 +112%
NCCM
52
Nine Chapters Capital Management
New Jersey
$1.11M +$736K +31,500 +276%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.1M +$7.01K +300 +0.7%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$1.1M -$92.4K -3,957 -8%
CIP
55
Convergence Investment Partners
Florida
$1.01M +$912K +39,060 New
Axa
56
Axa
France
$1M +$63.1K +2,700 +8%
AllianceBernstein
57
AllianceBernstein
Tennessee
$964K -$7.71M -330,027 -90%
TRSOTSOK
58
Teachers Retirement System of the State of Kentucky
Kentucky
$957K +$82.7K +3,540 +11%
BCM
59
Bridgeway Capital Management
Texas
$932K +$10.5K +450 +1%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$919K -$56.1K -2,400 -6%
PAM
61
Panagora Asset Management
Massachusetts
$913K +$688K +29,457 +501%
TA
62
Teachers Advisors
New York
$900K +$40.6K +1,740 +5%
Allianz Asset Management
63
Allianz Asset Management
Germany
$893K +$10.1K +432 +1%
Asset Management One
64
Asset Management One
Japan
$876K – – –
CBOA
65
Commonwealth Bank of Australia
Australia
$845K -$77.1K -3,300 -9%
MCM
66
Munder Capital Management
Michigan
$775K +$350K +15,000 +100%
First Trust Advisors
67
First Trust Advisors
Illinois
$760K -$257K -10,998 -27%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$758K +$20.1K +861 +3%
CF
69
CNA Financial
Illinois
$729K – – –
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$693K +$627K +26,826 New
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$680K +$329K +14,106 +115%
Swiss National Bank
72
Swiss National Bank
Switzerland
$581K +$175K +7,500 +50%
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$554K +$501K +21,450 New
SCM
74
Sterling Capital Management
North Carolina
$539K +$38.1K +1,632 +8%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$508K – – –
1 2
3
4 5

WSFS Hedge Fund Activity: Q4 2013 in Review

114 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2013, worth a combined $503M — up 35% from $373M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WSFS positions and 10 closed out — a net gain of 10 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $31.7M. The largest seller was Wellington Management Group, cutting an estimated $22.8M.

  • 114 institutional investors held WSFS Financial (WSFS) as of Q4 2013, up from 104 in Q3 2013.
  • Funds reported $503M of WSFS Financial stock for Q4 2013, up 35% quarter-over-quarter.
  • 20 funds opened new WSFS Financial positions in Q4 2013 and 10 closed out, a net change of +10 holders.
  • The largest WSFS Financial buyer in Q4 2013 was Fidelity Investments, an estimated $31.7M added.
  • The largest WSFS Financial seller in Q4 2013 was Wellington Management Group, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2013.