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WSFS Financial
WSFS

190 hedge funds and large institutions have $1.65B invested in WSFS Financial in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 82 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 8

95% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 42

57% more capital invested

Capital invested by funds: $1.05B → $1.65B (+$599M)

27% more funds holding

Funds holding: 150 → 190 (+40)

13.04% less ownership

Funds ownership: 87.89% → 74.85% (-13%)

Holders
190
Holders Change
+40
Holders Change %
+26.67%
% of All Funds
4.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
51
Increased
82
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$101M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$92M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$69.4M
4
BlackRock
BlackRock
New York
+$55.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.9M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$10.9M
2
Macquarie Group
Macquarie Group
Australia
-$5.23M
3
SAM
Skyline Asset Management
Illinois
-$4.95M
4
Marshall Wace
Marshall Wace
United Kingdom
-$4.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$5.43M +$110K +2,644 +2%
Morgan Stanley
52
Morgan Stanley
New York
$4.86M +$3.15M +75,683 +150%
OAM
53
Oxford Asset Management
United Kingdom
$4.84M +$1.85M +44,571 +55%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$4.72M +$5.09M +122,415 New
Franklin Resources
55
Franklin Resources
California
$4.7M – – –
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$4.37M +$1.79M +43,045 +61%
DDC
57
DF Dent & Co
Maryland
$4.24M +$3.15M +75,687 +222%
Deutsche Bank
58
Deutsche Bank
Germany
$4.1M +$2.74M +65,820 +163%
Swiss National Bank
59
Swiss National Bank
Switzerland
$3.66M +$1.61M +38,640 +69%
Stifel Financial
60
Stifel Financial
Missouri
$3.62M +$20.5K +494 +0.5%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$3.4M -$1.94M -46,667 -35%
SRCM
62
Swift Run Capital Management
Virginia
$3.27M +$3.52M +84,616 New
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$3M +$1.27M +30,458 +65%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$2.95M +$3.14M +75,606 +10,343%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$2.91M +$1.29M +30,944 +70%
Comerica Bank
66
Comerica Bank
Texas
$2.82M +$28.7K +689 +1%
SEI Investments
67
SEI Investments
Pennsylvania
$2.64M +$1.33M +31,864 +87%
VCA
68
Verdence Capital Advisors
Maryland
$2.62M +$2.82M +67,792 New
SS
69
Simplicity Solutions
Minnesota
$2.31M -$42 -1 -0%
First Trust Advisors
70
First Trust Advisors
Illinois
$2.16M +$483K +11,603 +26%
PPA
71
Parametric Portfolio Associates
Washington
$2.11M -$19.2K -461 -0.8%
CS
72
Credit Suisse
Switzerland
$2M +$646K +15,539 +43%
AWM
73
AE Wealth Management
Kansas
$2M – – –
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$1.97M +$671K +16,141 +46%
BBHC
75
Brown Brothers Harriman & Co
New York
$1.89M – – –
1 2
3
4 5

WSFS Hedge Fund Activity: Q1 2019 in Review

190 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2019, worth a combined $1.65B — up 57% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WSFS positions and 8 closed out — a net gain of 43 holders — while 82 added to existing stakes and 42 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Aberdeen Group, cutting an estimated $10.9M.

  • 190 institutional investors held WSFS Financial (WSFS) as of Q1 2019, up from 150 in Q4 2018.
  • Funds reported $1.65B of WSFS Financial stock for Q1 2019, up 57% quarter-over-quarter.
  • 51 funds opened new WSFS Financial positions in Q1 2019 and 8 closed out, a net change of +43 holders.
  • The largest WSFS Financial buyer in Q1 2019 was T. Rowe Price Associates, an estimated $101M added.
  • The largest WSFS Financial seller in Q1 2019 was Aberdeen Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2019.