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WSFS Financial
WSFS

160 hedge funds and large institutions have $1.27B invested in WSFS Financial in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

4.95% more ownership

Funds ownership: 80.03% → 84.98% (+5%)

4% more funds holding

Funds holding: 154 → 160 (+6)

5% less capital invested

Capital invested by funds: $1.35B → $1.27B (-$71.7M)

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
63
Reduced
41
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Palisade Capital Management
New Jersey
+$16.7M
2
Macquarie Group
Macquarie Group
Australia
+$13.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$10.9M
4
O
OppenheimerFunds
New York
+$9.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$8.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$39.3M
2
Jennison Associates
Jennison Associates
New York
-$9.08M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$9.04M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.73M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$3.06M -$38.9K -755 -1%
MPAM
52
Monarch Partners Asset Management
Massachusetts
$3.02M +$31.7K +615 +1%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$2.9M +$681K +13,238 +27%
Wells Fargo
54
Wells Fargo
California
$2.87M -$334K -6,485 -10%
Invesco
55
Invesco
Georgia
$2.77M +$364K +7,067 +14%
PPA
56
Parametric Portfolio Associates
Washington
$2.74M -$19.8K -384 -0.7%
Morgan Stanley
57
Morgan Stanley
New York
$2.72M -$831K -16,149 -22%
Goldman Sachs
58
Goldman Sachs
New York
$2.63M -$39.3M -763,700 -93%
Swiss National Bank
59
Swiss National Bank
Switzerland
$2.58M – – –
JP Morgan Chase
60
JP Morgan Chase
New York
$2.57M +$70.9K +1,377 +3%
GCP
61
GSA Capital Partners
United Kingdom
$2.47M +$2.17M +42,078 +410%
GFPC
62
Global Financial Private Capital
Florida
$2.44M – – –
BBHC
63
Brown Brothers Harriman & Co
New York
$2.31M – – –
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$2.18M -$875 -17 -0%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$2.05M +$1.04M +20,291 +88%
DDC
66
DF Dent & Co
Maryland
$2.03M +$389K +7,560 +21%
SGAM
67
Smith Group Asset Management
Texas
$1.88M +$1.3M +25,270 +172%
CAM
68
Congress Asset Management
Massachusetts
$1.8M +$178K +3,455 +10%
SEI Investments
69
SEI Investments
Pennsylvania
$1.72M -$48.9K -950 -3%
QI
70
QS Investors
New York
$1.63M +$1.77M +34,475 +93,176%
CS
71
Credit Suisse
Switzerland
$1.59M -$280K -5,448 -14%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.57M -$360K -7,000 -17%
TRSOTSOK
73
Teachers Retirement System of the State of Kentucky
Kentucky
$1.51M -$81.3K -1,579 -5%
AIM
74
Assured Investment Management
New York
$1.51M +$833K +16,192 +102%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$1.49M -$151K -2,941 -9%
1 2
3
4 5

WSFS Hedge Fund Activity: Q3 2018 in Review

160 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2018, worth a combined $1.27B — down 5.3% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSFS positions and 21 closed out — a net gain of 6 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Palisade Capital Management, opening a new position worth an estimated $16.7M. The largest seller was Goldman Sachs, cutting an estimated $39.3M.

  • 160 institutional investors held WSFS Financial (WSFS) as of Q3 2018, up from 154 in Q2 2018.
  • Funds reported $1.27B of WSFS Financial stock for Q3 2018, down 5.3% quarter-over-quarter.
  • 27 funds opened new WSFS Financial positions in Q3 2018 and 21 closed out, a net change of +6 holders.
  • The largest WSFS Financial buyer in Q3 2018 was Palisade Capital Management, an estimated $16.7M added.
  • The largest WSFS Financial seller in Q3 2018 was Goldman Sachs, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2018.