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WSFS Financial
WSFS

117 hedge funds and large institutions have $697M invested in WSFS Financial in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

16% more capital invested

Capital invested by funds: $599M → $697M (+$98.4M)

5% more funds holding

Funds holding: 111 → 117 (+6)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCA
PL Capital Advisors
Florida
+$6.8M
2
AAM
Aberdeen Asset Management
United Kingdom
+$5.54M
3
BA
Boston Advisors
Massachusetts
+$4.21M
4
FCM
Frontier Capital Management
Massachusetts
+$3.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$5.06M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.41M
3
PI
Putnam Investments
Massachusetts
-$3.26M
4
WC
Walthausen & Co
New York
-$3.2M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$1.58M +$357K +11,168 +30%
MAM
52
Martingale Asset Management
Massachusetts
$1.48M +$701K +21,936 +92%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$1.47M +$88K +2,756 +6%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$1.33M +$418K +13,084 +47%
PCMF
55
Private Capital Management (Florida)
Florida
$1.32M -$52.4K -1,640 -4%
Wells Fargo
56
Wells Fargo
California
$1.25M +$164K +5,132 +15%
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.23M +$73.5K +2,300 +6%
Victory Capital Management
58
Victory Capital Management
Texas
$1.19M +$261K +8,173 +29%
First Trust Advisors
59
First Trust Advisors
Illinois
$1.18M +$602K +18,833 +108%
Millennium Management
60
Millennium Management
New York
$1.13M +$1.12M +34,925 New
Invesco
61
Invesco
Georgia
$1.13M +$8.94K +280 +0.8%
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$1.05M – – –
QCI
63
Quaker Capital Investments
Pennsylvania
$1.04M -$63.9K -2,000 -6%
Jacobs Levy Equity Management
64
Jacobs Levy Equity Management
New Jersey
$978K +$966K +30,231 New
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$867K – – –
DDC
66
DF Dent & Co
Maryland
$826K +$10.3K +323 +1%
CF
67
CNA Financial
Illinois
$789K -$67.1K -2,100 -8%
Citadel Advisors
68
Citadel Advisors
Florida
$775K +$765K +23,951 New
Two Sigma Advisers
69
Two Sigma Advisers
New York
$774K +$328K +10,267 +75%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$725K +$545K +17,075 +319%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$722K +$153K +4,800 +27%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$677K +$60.7K +1,899 +10%
SGAM
73
Smith Group Asset Management
Texas
$628K +$497K +15,560 +405%
MCM
74
Manchester Capital Management
Vermont
$585K – – –
ZCM
75
Zebra Capital Management
Connecticut
$564K +$35.9K +1,123 +7%
1 2
3
4 5

WSFS Hedge Fund Activity: Q4 2015 in Review

117 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2015, worth a combined $697M — up 16% from $599M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WSFS positions and 9 closed out — a net gain of 6 holders — while 49 added to existing stakes and 38 trimmed.

The largest buyer was PL Capital Advisors, opening a new position worth an estimated $6.8M. The largest seller was Federated Hermes, cutting an estimated $5.06M.

  • 117 institutional investors held WSFS Financial (WSFS) as of Q4 2015, up from 111 in Q3 2015.
  • Funds reported $697M of WSFS Financial stock for Q4 2015, up 16% quarter-over-quarter.
  • 15 funds opened new WSFS Financial positions in Q4 2015 and 9 closed out, a net change of +6 holders.
  • The largest WSFS Financial buyer in Q4 2015 was PL Capital Advisors, an estimated $6.8M added.
  • The largest WSFS Financial seller in Q4 2015 was Federated Hermes, an estimated $5.06M sold.

Based on aggregated 13F filings for Q4 2015.