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WSFS Financial
WSFS

Overview Fund Activity

239 hedge funds and large institutions have $2.43B invested in WSFS Financial in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
70
Reduced
100
Closed
23
Calls
$605K
Puts
$18K
Net Calls
+$587K
Net Calls Change
+$522K

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$28.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$331M
3
BlackRock
3
BlackRock
New York
$403M
4
American Century Companies
4
American Century Companies
Missouri
$31M
5
CIP
5
Champlain Investment Partners
Vermont
$58.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.6M
2
Jennison Associates
2
Jennison Associates
New York
$15.6M
3
Norges Bank
3
Norges Bank
Norway
$24.1M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$5.09M -$19.5K -431 -0.4%
RJA
52
Raymond James & Associates
Florida
$4.99M +$259K +5,743 +5%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$4.76M -$31.6K -701 -0.7%
ACB
54
Aristotle Capital Boston
Massachusetts
$4.65M -$316K -7,008 -6%
CS
55
Credit Suisse
Switzerland
$4.57M +$295K +6,538 +7%
Barclays
56
Barclays
United Kingdom
$4.43M -$1.43M -31,711 -24%
Prudential Financial
57
Prudential Financial
New Jersey
$4.25M +$241K +5,350 +6%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$4.23M -$1.03M -22,805 -20%
Citigroup
59
Citigroup
New York
$4.15M +$824K +18,265 +25%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$3.55M +$1.8M +39,973 +103%
UBS AM
61
UBS AM
Illinois
$3.5M – – –
Rafferty Asset Management
62
Rafferty Asset Management
New York
$3.14M +$480K +10,633 +18%
MWM
63
Modera Wealth Management
New Jersey
$2.97M +$361 +8 +0%
WCM
64
Wedge Capital Management
North Carolina
$2.88M -$28.7K -635 -1%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$2.88M – – –
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.74M -$171K -3,790 -6%
GLA
67
Great Lakes Advisors
Illinois
$2.56M -$10.7K -237 -0.4%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$2.51M -$976K -21,625 -28%
HFS
69
Hantz Financial Services
Michigan
$2.45M -$119K -2,626 -5%
Canada Life
70
Canada Life
Manitoba, Canada
$2.39M +$122K +2,708 +5%
TPSF
71
Texas Permanent School Fund
Texas
$2.39M +$23.4K +518 +1%
Comerica Bank
72
Comerica Bank
Texas
$2.39M -$194K -4,307 -8%
WSFS
73
Wilmington Savings Fund Society
Delaware
$2.38M +$2.38M +52,795 New
UBS Group
74
UBS Group
Switzerland
$2.33M +$56.3K +1,247 +2%
SCP
75
Siena Capital Partners
Illinois
$1.98M – – –
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3
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