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WSFS Financial
WSFS

154 hedge funds and large institutions have $1.35B invested in WSFS Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

11% more capital invested

Capital invested by funds: $1.21B → $1.35B (+$131M)

8% more funds holding

Funds holding: 142 → 154 (+12)

0.69% less ownership

Funds ownership: 80.71% → 80.03% (-0.69%)

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
51
Reduced
46
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.58M
2
O
OppenheimerFunds
New York
+$6.26M
3
Macquarie Group
Macquarie Group
Australia
+$4.58M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$4.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$27.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.2M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$6.59M
4
WCM
Wedge Capital Management
North Carolina
-$1.49M
5
EAM
Eagle Asset Management
Florida
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teachers Advisors
New York
$3.18M -$4.77K -92 -0.2%
PPA
52
Parametric Portfolio Associates
Washington
$3.12M +$74.2K +1,431 +3%
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.92M – – –
JP Morgan Chase
54
JP Morgan Chase
New York
$2.84M +$430K +8,293 +18%
GFPC
55
Global Financial Private Capital
Florida
$2.75M – – –
Invesco
56
Invesco
Georgia
$2.75M +$329K +6,340 +14%
BBHC
57
Brown Brothers Harriman & Co
New York
$2.61M – – –
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$2.58M +$1.79M +34,561 +251%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.46M +$6.38K +123 +0.3%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.15M – – –
CS
61
Credit Suisse
Switzerland
$2.08M -$255K -4,925 -11%
SEI Investments
62
SEI Investments
Pennsylvania
$2M -$25.1K -484 -1%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$1.96M +$1.5M +29,003 +372%
DDC
64
DF Dent & Co
Maryland
$1.89M -$70.9K -1,368 -4%
CAM
65
Congress Asset Management
Massachusetts
$1.85M -$31.9K -615 -2%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1.84M +$36.8K +710 +2%
Two Sigma Investments
67
Two Sigma Investments
New York
$1.82M +$1.77M +34,115 New
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$1.8M – – –
HW
69
Hancock Whitney
Mississippi
$1.53M -$39.8K -768 -3%
CCG
70
Chatham Capital Group
Georgia
$1.51M +$36.3K +700 +3%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$1.35M +$9.33K +180 +0.7%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$1.23M -$77.8K -1,500 -6%
MWNA
73
Marshall Wace North America
New York
$1.21M +$923K +17,791 +367%
OAM
74
Oxford Asset Management
United Kingdom
$1.17M +$1.13M +21,853 New
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$1.15M +$496K +9,567 +80%
1 2
3
4 5

WSFS Hedge Fund Activity: Q2 2018 in Review

154 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2018, worth a combined $1.35B — up 11% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WSFS positions and 6 closed out — a net gain of 13 holders — while 51 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $8.58M. The largest seller was Northern Trust, cutting an estimated $27.4M.

  • 154 institutional investors held WSFS Financial (WSFS) as of Q2 2018, up from 142 in Q1 2018.
  • Funds reported $1.35B of WSFS Financial stock for Q2 2018, up 11% quarter-over-quarter.
  • 19 funds opened new WSFS Financial positions in Q2 2018 and 6 closed out, a net change of +13 holders.
  • The largest WSFS Financial buyer in Q2 2018 was BlackRock, an estimated $8.58M added.
  • The largest WSFS Financial seller in Q2 2018 was Northern Trust, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2018.