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WSFS Financial
WSFS

146 hedge funds and large institutions have $1.2B invested in WSFS Financial in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

3% more funds holding

Funds holding: 142 → 146 (+4)

3% less capital invested

Capital invested by funds: $1.24B → $1.2B (-$40M)

9% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 53

1.08% less ownership

Funds ownership: 81.22% → 80.15% (-1.1%)

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
3.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWIA
Fort Washington Investment Advisors
Ohio
+$15.7M
2
Millennium Management
Millennium Management
New York
+$2.97M
3
Ameriprise
Ameriprise
Minnesota
+$2.84M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$2.84M
5
BlackRock
BlackRock
New York
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
SAM
Sentinel Asset Management
Vermont
-$15.5M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$9.43M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.17M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.53M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$2.89M +$45K +913 +2%
Millennium Management
52
Millennium Management
New York
$2.88M +$2.97M +60,241 New
TA
53
Teachers Advisors
New York
$2.86M +$125K +2,542 +4%
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.5M – – –
GFPC
55
Global Financial Private Capital
Florida
$2.47M – – –
BBHC
56
Brown Brothers Harriman & Co
New York
$2.35M – – –
JP Morgan Chase
57
JP Morgan Chase
New York
$2.33M +$233K +4,721 +11%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$2.28M -$36.6K -743 -2%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.23M – – –
Invesco
60
Invesco
Georgia
$2.06M +$157K +3,192 +8%
SEI Investments
61
SEI Investments
Pennsylvania
$1.89M -$115K -2,325 -6%
CS
62
Credit Suisse
Switzerland
$1.83M -$996K -20,199 -35%
DDC
63
DF Dent & Co
Maryland
$1.75M +$345 +7 +0%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$1.67M -$266K -5,400 -13%
CAM
65
Congress Asset Management
Massachusetts
$1.66M -$30.1K -610 -2%
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$1.61M +$66.2K +1,342 +4%
CCG
67
Chatham Capital Group
Georgia
$1.44M +$14.3K +290 +1%
HW
68
Hancock Whitney
Mississippi
$1.41M +$10.3K +209 +0.7%
AQR Capital Management
69
AQR Capital Management
Connecticut
$1.39M -$145K -2,936 -9%
Citadel Advisors
70
Citadel Advisors
Florida
$1.33M +$1.08M +21,998 +373%
Allianz Asset Management
71
Allianz Asset Management
Germany
$1.3M -$743K -15,060 -36%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$1.2M -$1.71M -34,659 -58%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$1.19M – – –
AIG
74
American International Group
New York
$974K +$4.73K +96 +0.5%
TIAAOA
75
Teachers Insurance & Annuity Association of America
New York
$870K – – –
1 2
3
4 5

WSFS Hedge Fund Activity: Q4 2017 in Review

146 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2017, worth a combined $1.2B — down 3.2% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WSFS positions and 14 closed out — a net gain of 4 holders — while 48 added to existing stakes and 53 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $15.7M. The largest seller was Sentinel Asset Management, exiting entirely with an estimated $15.5M sold.

  • 146 institutional investors held WSFS Financial (WSFS) as of Q4 2017, up from 142 in Q3 2017.
  • Funds reported $1.2B of WSFS Financial stock for Q4 2017, down 3.2% quarter-over-quarter.
  • 18 funds opened new WSFS Financial positions in Q4 2017 and 14 closed out, a net change of +4 holders.
  • The largest WSFS Financial buyer in Q4 2017 was Fort Washington Investment Advisors, an estimated $15.7M added.
  • The largest WSFS Financial seller in Q4 2017 was Sentinel Asset Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2017.