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WSFS Financial
WSFS

231 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 38

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $2.22B → $2.55B (+$324M)

14% more funds holding

Funds holding: 202 → 231 (+29)

4.63% less ownership

Funds ownership: 94.44% → 89.81% (-4.6%)

Holders
231
Holders Change
+29
Holders Change %
+14.36%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
115
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$127M
2
Franklin Resources
Franklin Resources
California
+$67.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$51.4M
4
CIP
Champlain Investment Partners
Vermont
+$51.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$41M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$58.6M
2
Goldman Sachs
Goldman Sachs
New York
-$8.51M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.64M
4
Ameriprise
Ameriprise
Minnesota
-$5.3M
5
JAM
Jacobs Asset Management
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.7M -$569K -10,980 -8%
MWM
52
Modera Wealth Management
New Jersey
$5.35M +$5.31M +102,433 +826%
First Trust Advisors
53
First Trust Advisors
Illinois
$5.34M +$1.11M +21,435 +23%
RJA
54
Raymond James & Associates
Florida
$5.22M +$5.81M +112,057 New
CIC
55
Crawford Investment Counsel
Georgia
$4.6M +$5.11M +98,662 New
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$4.21M +$4.68M +90,295 New
UBS AM
57
UBS AM
Illinois
$4.16M +$1.23M +23,749 +36%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$3.99M +$479K +9,235 +12%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$3.89M +$912K +17,594 +27%
Stifel Financial
60
Stifel Financial
Missouri
$3.85M +$729K +14,076 +21%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$3.69M +$3.83M +73,824 +1,396%
WSFS
62
Wilmington Savings Fund Society
Delaware
$3.57M +$3.97M +76,534 New
Comerica Bank
63
Comerica Bank
Texas
$3.14M +$704K +13,578 +23%
CS
64
Credit Suisse
Switzerland
$3M +$867K +16,721 +35%
ECA
65
Endeavour Capital Advisors
Connecticut
$2.87M -$3.39M -65,360 -51%
YCM
66
Yousif Capital Management
Michigan
$2.84M +$31.5K +608 +1%
Squarepoint
67
Squarepoint
New York
$2.82M +$2.78M +53,608 +781%
Canada Life
68
Canada Life
Manitoba, Canada
$2.71M +$67.8K +1,308 +2%
WC
69
Walthausen & Co
New York
$2.69M -$64.8K -1,250 -2%
Citigroup
70
Citigroup
New York
$2.66M +$1.01M +19,407 +51%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$2.66M +$1.88M +36,284 +175%
COPPSERS
72
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.63M +$361K +6,960 +14%
BCM
73
Bridgeway Capital Management
Texas
$2.56M +$2.85M +55,020 New
Federated Hermes
74
Federated Hermes
Pennsylvania
$2.55M +$698K +13,463 +33%
WCM
75
Wedge Capital Management
North Carolina
$2.54M -$157K -3,030 -5%
1 2
3
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WSFS Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2022, worth a combined $2.55B — up 15% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WSFS positions and 29 closed out — a net gain of 30 holders — while 115 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $58.6M.

  • 231 institutional investors held WSFS Financial (WSFS) as of Q1 2022, up from 202 in Q4 2021.
  • Funds reported $2.55B of WSFS Financial stock for Q1 2022, up 15% quarter-over-quarter.
  • 59 funds opened new WSFS Financial positions in Q1 2022 and 29 closed out, a net change of +30 holders.
  • The largest WSFS Financial buyer in Q1 2022 was BlackRock, an estimated $127M added.
  • The largest WSFS Financial seller in Q1 2022 was JP Morgan Chase, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2022.