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WSFS Financial
WSFS

118 hedge funds and large institutions have $459M invested in WSFS Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 114 → 118 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

9% less capital invested

Capital invested by funds: $503M → $459M (-$43.6M)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
37
Reduced
40
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
+$3.62M
2
Renaissance Technologies
Renaissance Technologies
New York
+$3.08M
3
FCM
Frontier Capital Management
Massachusetts
+$2.77M
4
William Blair & Company
William Blair & Company
Illinois
+$2.29M
5
SFM
Systematic Financial Management
New Jersey
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$10.8M
2
Boston Partners
Boston Partners
Massachusetts
-$4.98M
3
TC
TFS Capital
Pennsylvania
-$1.54M
4
Morgan Stanley
Morgan Stanley
New York
-$1.05M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
51
Martingale Asset Management
Massachusetts
$1.06M -$506K -21,003 -32%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$1.04M +$22.5K +936 +2%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.02M – – –
AllianceBernstein
54
AllianceBernstein
Tennessee
$888K – – –
BCM
55
Bridgeway Capital Management
Texas
$859K – – –
TA
56
Teachers Advisors
New York
$829K – – –
TRSOTSOK
57
Teachers Retirement System of the State of Kentucky
Kentucky
$826K -$57K -2,370 -6%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$822K -$25.3K -1,050 -3%
Allianz Asset Management
59
Allianz Asset Management
Germany
$822K – – –
First Trust Advisors
60
First Trust Advisors
Illinois
$791K +$90.9K +3,777 +13%
MCM
61
Munder Capital Management
Michigan
$763K +$49K +2,037 +7%
CBOA
62
Commonwealth Bank of Australia
Australia
$700K -$79.4K -3,300 -10%
Swiss National Bank
63
Swiss National Bank
Switzerland
$693K +$159K +6,600 +29%
Asset Management One
64
Asset Management One
Japan
$686K -$123K -5,100 -15%
NCCM
65
Nine Chapters Capital Management
New Jersey
$593K -$433K -18,000 -42%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$571K -$56.3K -2,337 -9%
ProShare Advisors
67
ProShare Advisors
Maryland
$567K +$573K +23,793 New
Millennium Management
68
Millennium Management
New York
$550K +$119K +4,950 +27%
CF
69
CNA Financial
Illinois
$538K -$135K -5,625 -20%
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$511K – – –
Invesco
71
Invesco
Georgia
$509K -$682K -28,317 -57%
SCM
72
Sterling Capital Management
North Carolina
$506K +$10K +417 +2%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$483K -$157K -6,525 -24%
Wells Fargo
74
Wells Fargo
California
$474K +$238K +9,873 +98%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$468K – – –
1 2
3
4 5

WSFS Hedge Fund Activity: Q1 2014 in Review

118 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2014, worth a combined $459M — down 8.7% from $503M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WSFS positions and 5 closed out — a net gain of 4 holders — while 37 added to existing stakes and 40 trimmed.

The largest buyer was Federated Hermes, adding an estimated $3.62M. The largest seller was Jennison Associates, cutting an estimated $10.8M.

  • 118 institutional investors held WSFS Financial (WSFS) as of Q1 2014, up from 114 in Q4 2013.
  • Funds reported $459M of WSFS Financial stock for Q1 2014, down 8.7% quarter-over-quarter.
  • 9 funds opened new WSFS Financial positions in Q1 2014 and 5 closed out, a net change of +4 holders.
  • The largest WSFS Financial buyer in Q1 2014 was Federated Hermes, an estimated $3.62M added.
  • The largest WSFS Financial seller in Q1 2014 was Jennison Associates, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2014.