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WSFS Financial
WSFS

146 hedge funds and large institutions have $1.13B invested in WSFS Financial in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 50

0.92% more ownership

Funds ownership: 78.12% → 79.04% (+0.92%)

0% more funds holding

Funds holding: 146 → 146 (0)

0% less capital invested

Capital invested by funds: $1.13B → $1.13B (-$1.47M)

Holders
146
Holders Change
–
Holders Change %
0%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
58
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Sentinel Asset Management
Vermont
+$14.4M
2
Norges Bank
Norges Bank
Norway
+$10.2M
3
Ameriprise
Ameriprise
Minnesota
+$8.03M
4
Macquarie Group
Macquarie Group
Australia
+$7.16M
5
SAM
Skyline Asset Management
Illinois
+$5.79M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.6M
2
WC
Walthausen & Co
New York
-$6.22M
3
JP Morgan Chase
JP Morgan Chase
New York
-$5.12M
4
MCM
Maltese Capital Management
New York
-$4.76M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
51
Maltese Capital Management
New York
$2.83M -$4.76M -104,100 -62%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$2.74M -$119K -2,613 -4%
PPA
53
Parametric Portfolio Associates
Washington
$2.65M +$11.8K +259 +0.4%
TA
54
Teachers Advisors
New York
$2.64M -$342K -7,472 -11%
QI
55
QS Investors
New York
$2.56M -$64.8K -1,418 -2%
NFA
56
Nationwide Fund Advisors
Ohio
$2.47M -$1.28K -28 -0.1%
SGAM
57
Smith Group Asset Management
Texas
$2.46M -$176K -3,850 -7%
Wells Fargo
58
Wells Fargo
California
$2.44M +$316K +6,905 +15%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.43M -$132K -2,883 -5%
Swiss National Bank
60
Swiss National Bank
Switzerland
$2.37M +$151K +3,300 +7%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$2.34M +$1.27M +27,786 +117%
BBHC
62
Brown Brothers Harriman & Co
New York
$2.22M – – –
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.12M – – –
HAI
64
Hennessy Advisors Inc
California
$2.11M -$1.3M -28,500 -38%
JP Morgan Chase
65
JP Morgan Chase
New York
$2.09M -$5.12M -112,024 -71%
SEI Investments
66
SEI Investments
Pennsylvania
$2.04M +$213K +4,669 +12%
Comerica Bank
67
Comerica Bank
Texas
$1.86M – – –
Invesco
68
Invesco
Georgia
$1.83M -$1.02M -22,269 -36%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.81M +$3.93K +86 +0.2%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$1.75M -$859K -18,800 -33%
DDC
71
DF Dent & Co
Maryland
$1.7M +$362K +7,916 +27%
CS
72
Credit Suisse
Switzerland
$1.68M +$2.56K +56 +0.2%
CCM
73
Century Capital Management
Massachusetts
$1.62M -$78.3K -1,714 -5%
AQR Capital Management
74
AQR Capital Management
Connecticut
$1.46M – – –
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$1.41M -$52K -1,137 -4%
1 2
3
4 5

WSFS Hedge Fund Activity: Q2 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2017, worth a combined $1.13B — down 0.13% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WSFS positions and 11 closed out — a net gain of 2 holders — while 58 added to existing stakes and 50 trimmed.

The largest buyer was Sentinel Asset Management, opening a new position worth an estimated $14.4M. The largest seller was Fidelity Investments, cutting an estimated $35.6M.

  • 146 institutional investors held WSFS Financial (WSFS) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $1.13B of WSFS Financial stock for Q2 2017, down 0.13% quarter-over-quarter.
  • 13 funds opened new WSFS Financial positions in Q2 2017 and 11 closed out, a net change of +2 holders.
  • The largest WSFS Financial buyer in Q2 2017 was Sentinel Asset Management, an estimated $14.4M added.
  • The largest WSFS Financial seller in Q2 2017 was Fidelity Investments, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2017.