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WSFS Financial
WSFS

142 hedge funds and large institutions have $1.21B invested in WSFS Financial in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

1% more capital invested

Capital invested by funds: $1.2B → $1.21B (+$10.3M)

0.57% more ownership

Funds ownership: 80.15% → 80.71% (+0.57%)

3% less funds holding

Funds holding: 146 → 142 (-4)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
48
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
+$12M
2
ECA
Endeavour Capital Advisors
Connecticut
+$6.88M
3
EAM
Eagle Asset Management
Florida
+$4.99M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.81M
5
N
Nuveen
North Carolina
+$3M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$8.26M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.77M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$4.18M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.01M
5
SB
Suntrust Banks
Georgia
-$3.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teachers Advisors
New York
$2.86M +$5.49K +111 +0.2%
PPA
52
Parametric Portfolio Associates
Washington
$2.74M -$157K -3,183 -5%
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.62M +$119K +2,400 +5%
GFPC
54
Global Financial Private Capital
Florida
$2.48M – – –
BBHC
55
Brown Brothers Harriman & Co
New York
$2.35M – – –
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$2.21M -$79.8K -1,614 -3%
Invesco
57
Invesco
Georgia
$2.17M +$108K +2,184 +5%
JP Morgan Chase
58
JP Morgan Chase
New York
$2.15M -$190K -3,835 -8%
CS
59
Credit Suisse
Switzerland
$2.11M +$285K +5,770 +15%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.94M -$309K -6,242 -13%
SEI Investments
61
SEI Investments
Pennsylvania
$1.82M -$78.3K -1,583 -4%
DDC
62
DF Dent & Co
Maryland
$1.76M +$14.2K +288 +0.8%
CAM
63
Congress Asset Management
Massachusetts
$1.69M +$32.5K +657 +2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$1.62M -$46.2K -935 -3%
TRSOTSOK
65
Teachers Retirement System of the State of Kentucky
Kentucky
$1.61M – – –
HW
66
Hancock Whitney
Mississippi
$1.41M +$1.83K +37 +0.1%
Citadel Advisors
67
Citadel Advisors
Florida
$1.41M +$76.6K +1,549 +6%
CCG
68
Chatham Capital Group
Georgia
$1.33M -$119K -2,400 -8%
Allianz Asset Management
69
Allianz Asset Management
Germany
$1.3M – – –
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$1.21M +$14.8K +299 +1%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$1.18M – – –
AQR Capital Management
72
AQR Capital Management
Connecticut
$1.03M -$377K -7,627 -26%
AIG
73
American International Group
New York
$926K -$51.4K -1,039 -5%
GC
74
Guggenheim Capital
Illinois
$924K +$263K +5,313 +38%
UBS AM
75
UBS AM
Illinois
$922K +$63.6K +1,286 +7%
1 2
3
4 5

WSFS Hedge Fund Activity: Q1 2018 in Review

142 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2018, worth a combined $1.21B — up 0.86% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WSFS and 15 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 49 added.

The largest buyer was OppenheimerFunds, adding an estimated $12M. The largest seller was Aberdeen Group, cutting an estimated $8.26M.

  • 142 institutional investors held WSFS Financial (WSFS) as of Q1 2018, down from 146 in Q4 2017.
  • Funds reported $1.21B of WSFS Financial stock for Q1 2018, up 0.86% quarter-over-quarter.
  • 15 funds opened new WSFS Financial positions in Q1 2018 and 18 closed out, a net change of -3 holders.
  • The largest WSFS Financial buyer in Q1 2018 was OppenheimerFunds, an estimated $12M added.
  • The largest WSFS Financial seller in Q1 2018 was Aberdeen Group, an estimated $8.26M sold.

Based on aggregated 13F filings for Q1 2018.