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WSFS Financial
WSFS

242 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

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

75% more call options, than puts

Call options by funds: $152K | Put options by funds: $87K

28% more capital invested

Capital invested by funds: $1.94B → $2.47B (+$537M)

12% more funds holding

Funds holding: 217 → 242 (+25)

1.79% more ownership

Funds ownership: 86.87% → 88.66% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 76

Holders
242
Holders Change
+25
Holders Change %
+11.52%
% 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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$27.7M
2
Franklin Resources
Franklin Resources
California
+$9.12M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$6.45M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.32M
5
State Street
State Street
Massachusetts
+$6.1M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$20.7M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$18.9M
3
BlackRock
BlackRock
New York
-$6.46M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.38M
5
PCM
Palisade Capital Management
New Jersey
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$5.2M +$727K +18,521 +20%
CIC
52
Crawford Investment Counsel
Georgia
$5.14M +$9.02K +230 +0.2%
ACB
53
Aristotle Capital Boston
Massachusetts
$5.05M -$627K -15,980 -13%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$4.87M -$428K -10,921 -9%
RJA
55
Raymond James & Associates
Florida
$4.81M +$345K +8,796 +9%
Millennium Management
56
Millennium Management
New York
$4.67M +$570K +14,518 +17%
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$4.46M +$328K +8,372 +9%
CS
58
Credit Suisse
Switzerland
$4.35M -$1.04M -26,466 -22%
Prudential Financial
59
Prudential Financial
New Jersey
$4.08M +$86.4K +2,203 +3%
UBS AM
60
UBS AM
Illinois
$3.57M +$103K +2,628 +4%
CSS
61
Cubist Systematic Strategies
Connecticut
$3.57M +$835K +21,280 +38%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$3.55M +$709K +18,072 +31%
Citigroup
63
Citigroup
New York
$3.38M +$1.25M +31,733 +76%
MWM
64
Modera Wealth Management
New Jersey
$3.02M -$2.08K -53 -0.1%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$2.96M -$131K -3,343 -5%
WCM
66
Wedge Capital Management
North Carolina
$2.96M +$1.43M +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 +$544K +13,867 +30%
Rafferty Asset Management
69
Rafferty Asset Management
New York
$2.71M +$927K +23,621 +67%
Comerica Bank
70
Comerica Bank
Texas
$2.63M +$661K +16,853 +42%
GLA
71
Great Lakes Advisors
Illinois
$2.61M +$726K +18,501 +48%
HFS
72
Hantz Financial Services
Michigan
$2.61M +$32.4K +825 +1%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.51M +$1.23M +31,349 +135%
TPSF
74
Texas Permanent School Fund
Texas
$2.41M +$23.9K +609 +1%
Deutsche Bank
75
Deutsche Bank
Germany
$2.39M +$875K +22,298 +75%
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WSFS Hedge Fund Activity: Q4 2023 in Review

242 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2023, worth a combined $2.47B — up 28% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new WSFS positions and 15 closed out — a net gain of 29 holders — while 81 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.7M. The largest seller was Ameriprise, cutting an estimated $20.7M.

  • 242 institutional investors held WSFS Financial (WSFS) as of Q4 2023, up from 217 in Q3 2023.
  • Funds reported $2.47B of WSFS Financial stock for Q4 2023, up 28% quarter-over-quarter.
  • 44 funds opened new WSFS Financial positions in Q4 2023 and 15 closed out, a net change of +29 holders.
  • The largest WSFS Financial buyer in Q4 2023 was Morgan Stanley, an estimated $27.7M added.
  • The largest WSFS Financial seller in Q4 2023 was Ameriprise, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2023.