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WSFS Financial
WSFS

151 hedge funds and large institutions have $1.12B invested in WSFS Financial in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

76.85% more ownership

Funds ownership: 0% → 76.85% (+77%)

42% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 43

35% more capital invested

Capital invested by funds: $830M → $1.12B (+$287M)

9% more funds holding

Funds holding: 138 → 151 (+13)

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
3.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
61
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penn Capital Management
Pennsylvania
+$9.73M
2
AAM
Aberdeen Asset Management
United Kingdom
+$9.32M
3
O
OppenheimerFunds
New York
+$8.65M
4
BFA
BlackRock Fund Advisors
California
+$6.03M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$4.35M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.5M
2
FCM
Frontier Capital Management
Massachusetts
-$7.97M
3
Millennium Management
Millennium Management
New York
-$4M
4
Prudential Financial
Prudential Financial
New Jersey
-$3.68M
5
WC
Walthausen & Co
New York
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
51
QS Investors
New York
$2.75M -$566K -14,079 -19%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$2.74M -$64.3K -1,600 -3%
SGAM
53
Smith Group Asset Management
Texas
$2.71M -$25.7K -640 -1%
NFA
54
Nationwide Fund Advisors
Ohio
$2.69M -$72.2K -1,796 -3%
TRSOTSOK
55
Teachers Retirement System of the State of Kentucky
Kentucky
$2.68M +$1.3M +32,310 +100%
PPA
56
Parametric Portfolio Associates
Washington
$2.66M -$745K -18,531 -24%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$2.58M +$2.22M +55,286 New
CS
58
Credit Suisse
Switzerland
$2.42M -$553K -13,759 -21%
TA
59
Teachers Advisors
New York
$2.32M +$54.5K +1,355 +3%
Deutsche Bank
60
Deutsche Bank
Germany
$2.28M +$32.3K +804 +2%
BBHC
61
Brown Brothers Harriman & Co
New York
$2.27M – – –
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.19M +$1.88M +46,649 New
Swiss National Bank
63
Swiss National Bank
Switzerland
$2.14M +$64.3K +1,600 +4%
CCM
64
Century Capital Management
Massachusetts
$2.12M -$131K -3,270 -7%
Comerica Bank
65
Comerica Bank
Texas
$2.09M +$1.3M +32,239 +233%
BCM
66
Bridgeway Capital Management
Texas
$1.99M -$495K -12,300 -22%
Invesco
67
Invesco
Georgia
$1.86M -$72.7K -1,809 -4%
CPIM
68
Columbia Partners Investment Management
Virginia
$1.8M +$1.56M +38,818 New
AQR Capital Management
69
AQR Capital Management
Connecticut
$1.78M -$241 -6 -0%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$1.77M -$81.9K -2,036 -5%
BIM
71
Bogle Investment Management
Massachusetts
$1.75M -$12.1K -300 -0.8%
Allianz Asset Management
72
Allianz Asset Management
Germany
$1.72M -$2.21M -54,958 -60%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$1.57M +$178K +4,426 +15%
Citigroup
74
Citigroup
New York
$1.4M +$1.09M +27,145 +917%
Two Sigma Investments
75
Two Sigma Investments
New York
$1.36M -$2.11M -52,563 -64%
1 2
3
4 5

WSFS Hedge Fund Activity: Q4 2016 in Review

151 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2016, worth a combined $1.12B — up 35% from $830M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WSFS positions and 11 closed out — a net gain of 14 holders — while 61 added to existing stakes and 43 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $9.73M. The largest seller was Fidelity Investments, cutting an estimated $13.5M.

  • 151 institutional investors held WSFS Financial (WSFS) as of Q4 2016, up from 138 in Q3 2016.
  • Funds reported $1.12B of WSFS Financial stock for Q4 2016, up 35% quarter-over-quarter.
  • 25 funds opened new WSFS Financial positions in Q4 2016 and 11 closed out, a net change of +14 holders.
  • The largest WSFS Financial buyer in Q4 2016 was Penn Capital Management, an estimated $9.73M added.
  • The largest WSFS Financial seller in Q4 2016 was Fidelity Investments, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2016.