WSFS icon

WSFS Financial
WSFS

Overview Fund Activity

241 hedge funds and large institutions have $2.47B invested in WSFS Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+25
Holders Change %
+11.57%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
81
Reduced
76
Closed
15
Calls
$152K
Puts
$87K
Net Calls
+$65K
Net Calls Change
-$540K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.7M
2
Franklin Resources
2
Franklin Resources
California
$133M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
State Street
5
State Street
Massachusetts
$131M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.8M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.31M
3
BlackRock
3
BlackRock
New York
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PCM
5
Palisade Capital Management
New Jersey
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$5.2M +$851K +18,521 +20%
CIC
52
Crawford Investment Counsel
Georgia
$5.14M +$10.6K +230 +0.2%
ACB
53
Aristotle Capital Boston
Massachusetts
$5.05M -$734K -15,980 -13%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$4.87M -$502K -10,921 -9%
RJA
55
Raymond James & Associates
Florida
$4.81M +$404K +8,796 +9%
Millennium Management
56
Millennium Management
New York
$4.67M +$667K +14,518 +17%
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$4.46M +$385K +8,372 +9%
CS
58
Credit Suisse
Switzerland
$4.35M -$1.22M -26,466 -22%
Prudential Financial
59
Prudential Financial
New Jersey
$4.08M +$101K +2,203 +3%
UBS AM
60
UBS AM
Illinois
$3.57M +$121K +2,628 +4%
CSS
61
Cubist Systematic Strategies
Connecticut
$3.57M +$977K +21,280 +38%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$3.55M +$830K +18,072 +31%
Citigroup
63
Citigroup
New York
$3.38M +$1.46M +31,733 +76%
MWM
64
Modera Wealth Management
New Jersey
$3.02M -$2.43K -53 -0.1%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$2.96M -$154K -3,343 -5%
WCM
66
Wedge Capital Management
North Carolina
$2.96M +$1.67M +36,424 +130%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$2.93M – – –
EGM
68
Engineers Gate Manager
New York
$2.78M +$637K +13,867 +30%
Rafferty Asset Management
69
Rafferty Asset Management
New York
$2.71M +$1.08M +23,621 +67%
Comerica Bank
70
Comerica Bank
Texas
$2.63M +$774K +16,853 +42%
GLA
71
Great Lakes Advisors
Illinois
$2.61M +$850K +18,501 +48%
HFS
72
Hantz Financial Services
Michigan
$2.61M +$37.9K +825 +1%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.51M +$1.44M +31,349 +135%
TPSF
74
Texas Permanent School Fund
Texas
$2.41M +$28K +609 +1%
Deutsche Bank
75
Deutsche Bank
Germany
$2.39M +$1.02M +22,298 +75%
1 2
3
4 5