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WSFS Financial
WSFS

150 hedge funds and large institutions have $1.05B invested in WSFS Financial in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.91% more ownership

Funds ownership: 84.98% → 87.89% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 54

6% less funds holding

Funds holding: 160 → 150 (-10)

18% less capital invested

Capital invested by funds: $1.27B → $1.05B (-$228M)

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

Holders
150
Holders Change
-10
Holders Change %
-6.25%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
57
Reduced
54
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$23.8M
2
RA
Royce & Associates
New York
+$12.8M
3
MCM
Maltese Capital Management
New York
+$8.63M
4
BlackRock
BlackRock
New York
+$8.07M
5
Marshall Wace
Marshall Wace
United Kingdom
+$7.33M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$25M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$11.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$7.44M
4
Millennium Management
Millennium Management
New York
-$4.32M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
51
Federated Hermes
Pennsylvania
$2.82M -$213K -5,050 -6%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$2.65M +$356K +8,466 +14%
JP Morgan Chase
53
JP Morgan Chase
New York
$2.36M +$327K +7,777 +14%
Wells Fargo
54
Wells Fargo
California
$2.35M +$46.3K +1,100 +2%
SS
55
Simplicity Solutions
Minnesota
$2.27M +$2.16M +51,240 +590%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.13M +$63.1K +1,500 +3%
PPA
57
Parametric Portfolio Associates
Washington
$2.09M -$129K -3,070 -5%
AWM
58
AE Wealth Management
Kansas
$1.96M +$2.18M +51,695 New
PCM
59
Piermont Capital Management
Missouri
$1.96M +$2.18M +51,695 New
AIS
60
AlphaOne Investment Services
Pennsylvania
$1.91M -$1.92M -45,676 -48%
Morgan Stanley
61
Morgan Stanley
New York
$1.91M -$310K -7,370 -13%
BBHC
62
Brown Brothers Harriman & Co
New York
$1.86M – – –
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.79M +$44.8K +1,065 +2%
SEI Investments
64
SEI Investments
Pennsylvania
$1.72M – – –
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$1.69M +$542K +12,879 +41%
First Trust Advisors
66
First Trust Advisors
Illinois
$1.68M -$2.64M -62,746 -59%
Deutsche Bank
67
Deutsche Bank
Germany
$1.53M -$7.44M -176,861 -81%
CAM
68
Congress Asset Management
Massachusetts
$1.5M +$58.3K +1,385 +4%
SGAM
69
Smith Group Asset Management
Texas
$1.48M -$37.5K -890 -2%
CS
70
Credit Suisse
Switzerland
$1.38M +$110K +2,624 +8%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$1.33M +$786K +18,680 +115%
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M +$106K +2,512 +8%
QI
73
QS Investors
New York
$1.31M – – –
DDC
74
DF Dent & Co
Maryland
$1.29M -$376K -8,922 -21%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.27M – – –
1 2
3
4 5

WSFS Hedge Fund Activity: Q4 2018 in Review

150 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2018, worth a combined $1.05B — down 18% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of WSFS and 19 opened new positions — a net loss of 9 holders — while 54 trimmed existing stakes and 57 added.

The largest buyer was Pzena Investment Management, adding an estimated $23.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $25M.

  • 150 institutional investors held WSFS Financial (WSFS) as of Q4 2018, down from 160 in Q3 2018.
  • Funds reported $1.05B of WSFS Financial stock for Q4 2018, down 18% quarter-over-quarter.
  • 19 funds opened new WSFS Financial positions in Q4 2018 and 28 closed out, a net change of -9 holders.
  • The largest WSFS Financial buyer in Q4 2018 was Pzena Investment Management, an estimated $23.8M added.
  • The largest WSFS Financial seller in Q4 2018 was T. Rowe Price Associates, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2018.