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WSFS Financial
WSFS

123 hedge funds and large institutions have $475M invested in WSFS Financial in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

5% more funds holding

Funds holding: 117 → 123 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

4% less capital invested

Capital invested by funds: $497M → $475M (-$21.8M)

Holders
123
Holders Change
+6
Holders Change %
+5.13%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
38
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WC
Walthausen & Co
New York
+$10.5M
2
WCM
Wedge Capital Management
North Carolina
+$4.31M
3
HAI
Hennessy Advisors Inc
California
+$2.47M
4
FCM
Frontier Capital Management
Massachusetts
+$2.27M
5
SFM
Systematic Financial Management
New Jersey
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
CPIM
Columbia Partners Investment Management
Virginia
-$7.44M
2
SCM
Stadium Capital Management
Connecticut
-$5.71M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.64M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.56M
5
Goldman Sachs
Goldman Sachs
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
51
Private Capital Management (Florida)
Florida
$1.16M -$67.9K -2,808 -5%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$1.14M +$83.9K +3,471 +8%
CS
53
Credit Suisse
Switzerland
$896K -$673K -27,828 -43%
TA
54
Teachers Advisors
New York
$896K – – –
AllianceBernstein
55
AllianceBernstein
Tennessee
$888K – – –
Allianz Asset Management
56
Allianz Asset Management
Germany
$886K – – –
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$856K – – –
BCM
58
Bridgeway Capital Management
Texas
$850K – – –
TRSOTSOK
59
Teachers Retirement System of the State of Kentucky
Kentucky
$828K – – –
TC
60
TFS Capital
Pennsylvania
$795K -$808K -33,438 -50%
NCCM
61
Nine Chapters Capital Management
New Jersey
$788K +$174K +7,200 +28%
Millennium Management
62
Millennium Management
New York
$784K +$395K +16,350 +99%
First Trust Advisors
63
First Trust Advisors
Illinois
$711K +$18K +744 +3%
Swiss National Bank
64
Swiss National Bank
Switzerland
$695K – – –
MCM
65
Munder Capital Management
Michigan
$681K -$58.8K -2,430 -8%
Wells Fargo
66
Wells Fargo
California
$638K -$28.9K -1,197 -4%
AA
67
ALPS Advisors
Colorado
$587K +$595K +24,600 New
Acadian Asset Management
68
Acadian Asset Management
Massachusetts
$585K +$435K +18,009 +278%
HCM
69
Highbridge Capital Management
New York
$551K +$558K +23,073 New
CF
70
CNA Financial
Illinois
$539K – – –
GMIM
71
General Motors Investment Management
New York
$471K – – –
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$469K – – –
Invesco
73
Invesco
Georgia
$462K -$51.4K -2,127 -10%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$457K – – –
ACM
75
Ativo Capital Management
Illinois
$445K +$451K +18,639 New
1 2
3
4 5

WSFS Hedge Fund Activity: Q3 2014 in Review

123 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2014, worth a combined $475M — down 4.4% from $497M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WSFS positions and 8 closed out — a net gain of 6 holders — while 38 added to existing stakes and 38 trimmed.

The largest buyer was Walthausen & Co, adding an estimated $10.5M. The largest seller was Columbia Partners Investment Management, exiting entirely with an estimated $7.44M sold.

  • 123 institutional investors held WSFS Financial (WSFS) as of Q3 2014, up from 117 in Q2 2014.
  • Funds reported $475M of WSFS Financial stock for Q3 2014, down 4.4% quarter-over-quarter.
  • 14 funds opened new WSFS Financial positions in Q3 2014 and 8 closed out, a net change of +6 holders.
  • The largest WSFS Financial buyer in Q3 2014 was Walthausen & Co, an estimated $10.5M added.
  • The largest WSFS Financial seller in Q3 2014 was Columbia Partners Investment Management, an estimated $7.44M sold.

Based on aggregated 13F filings for Q3 2014.