WSFS Financial
WSFS
152 hedge funds and large institutions have $1.07B invested in WSFS Financial in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 41 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1.35% more ownership
Funds ownership: 82.58% → 83.92% (+1.3%)
2% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 52
15% less funds holding
Funds holding: 178 → 152 (-26)
43% less capital invested
Capital invested by funds: $1.89B → $1.07B (-$824M)
59% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 41
65% less call options, than puts
Call options by funds: $278K | Put options by funds: $804K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$18.4M |
| 2 |
Goldman Sachs
New York
|
+$12.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.3M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$8.73M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.6M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$13.8M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$11.3M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$10.9M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.77M |
WSFS Hedge Fund Activity: Q1 2020 in Review
152 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2020, worth a combined $1.07B — down 43% from $1.89B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of WSFS and 17 opened new positions — a net loss of 24 holders — while 52 trimmed existing stakes and 53 added.
The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $18.4M. The largest seller was Fidelity Investments, cutting an estimated $35.6M.
- 152 institutional investors held WSFS Financial (WSFS) as of Q1 2020, down from 178 in Q4 2019.
- Funds reported $1.07B of WSFS Financial stock for Q1 2020, down 43% quarter-over-quarter.
- 17 funds opened new WSFS Financial positions in Q1 2020 and 41 closed out, a net change of -24 holders.
- The largest WSFS Financial buyer in Q1 2020 was Assenagon Asset Management, an estimated $18.4M added.
- The largest WSFS Financial seller in Q1 2020 was Fidelity Investments, an estimated $35.6M sold.
Based on aggregated 13F filings for Q1 2020.