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WSFS Financial
WSFS

233 hedge funds and large institutions have $2.26B invested in WSFS Financial in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

1% more funds holding

Funds holding: 231 → 233 (+2)

2.74% less ownership

Funds ownership: 89.81% → 87.06% (-2.7%)

11% less capital invested

Capital invested by funds: $2.55B → $2.26B (-$288M)

38% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 104

86% less call options, than puts

Call options by funds: $36K | Put options by funds: $261K

Holders
233
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
3.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
65
Reduced
104
Closed
17
Calls
$36K
Puts
$261K
Net Calls
-$225K
Net Calls Change
-$872K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$29.1M
2
Pzena Investment Management
Pzena Investment Management
New York
+$18.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.8M
4
Goldman Sachs
Goldman Sachs
New York
+$6.75M
5
Macquarie Group
Macquarie Group
Australia
+$6.52M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$11.7M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$10.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.98M
4
State Street
State Street
Massachusetts
-$9.03M
5
ZCM
Ziegler Capital Management
Illinois
-$8.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
51
Crawford Investment Counsel
Georgia
$4.08M +$128K +3,120 +3%
MWM
52
Modera Wealth Management
New Jersey
$3.83M -$797K -19,362 -17%
UBS AM
53
UBS AM
Illinois
$3.58M -$3.7K -90 -0.1%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$3.34M -$5.31K -129 -0.2%
WSFS
55
Wilmington Savings Fund Society
Delaware
$3.27M +$212K +5,146 +7%
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$3.25M -$188K -4,559 -5%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$3.1M -$77.1K -1,873 -2%
ECA
58
Endeavour Capital Advisors
Connecticut
$2.96M +$504K +12,239 +20%
Stifel Financial
59
Stifel Financial
Missouri
$2.96M -$364K -8,843 -11%
Millennium Management
60
Millennium Management
New York
$2.92M +$2.99M +72,727 New
Comerica Bank
61
Comerica Bank
Texas
$2.91M -$111K -2,700 -4%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$2.83M -$806K -19,574 -22%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2.68M +$403K +9,802 +17%
Canada Life
64
Canada Life
Manitoba, Canada
$2.56M +$302K +7,331 +13%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$2.55M +$424K +10,294 +19%
Holocene Advisors
66
Holocene Advisors
New York
$2.48M +$1.53M +37,168 +150%
MCM
67
Maltese Capital Management
New York
$2.4M +$1.44M +35,000 +140%
COPPSERS
68
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.37M +$105K +2,563 +5%
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$2.3M +$345K +8,384 +17%
BCM
70
Bridgeway Capital Management
Texas
$2.21M – – –
RA
71
Royce & Associates
New York
$2.2M +$311K +7,567 +16%
CS
72
Credit Suisse
Switzerland
$2.2M -$395K -9,610 -15%
Federated Hermes
73
Federated Hermes
Pennsylvania
$2.19M +$82 +2 +0%
YCM
74
Yousif Capital Management
Michigan
$2.13M -$320K -7,775 -13%
Jane Street
75
Jane Street
New York
$2.07M +$1.94M +47,183 +1,075%
1 2
3
4 5

WSFS Hedge Fund Activity: Q2 2022 in Review

233 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2022, worth a combined $2.26B — down 11% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WSFS positions and 17 closed out — a net gain of 9 holders — while 65 added to existing stakes and 104 trimmed.

The largest buyer was Franklin Resources, adding an estimated $29.1M. The largest seller was Nuveen, cutting an estimated $11.7M.

  • 233 institutional investors held WSFS Financial (WSFS) as of Q2 2022, up from 231 in Q1 2022.
  • Funds reported $2.26B of WSFS Financial stock for Q2 2022, down 11% quarter-over-quarter.
  • 26 funds opened new WSFS Financial positions in Q2 2022 and 17 closed out, a net change of +9 holders.
  • The largest WSFS Financial buyer in Q2 2022 was Franklin Resources, an estimated $29.1M added.
  • The largest WSFS Financial seller in Q2 2022 was Nuveen, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2022.