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WSFS Financial
WSFS

114 hedge funds and large institutions have $503M invested in WSFS Financial in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

35% more capital invested

Capital invested by funds: $373M → $503M (+$130M)

10% more funds holding

Funds holding: 104 → 114 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
46
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.7M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$10.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.86M
4
Morgan Stanley
Morgan Stanley
New York
+$2.71M
5
CAM
ClariVest Asset Management
California
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.8M
2
SCM
Stadium Capital Management
Connecticut
-$8.37M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$7.71M
4
Jennison Associates
Jennison Associates
New York
-$7.65M
5
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
76
Boston Advisors
Massachusetts
$506K -$63.8K -2,733 -12%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$495K – – –
AL
78
AJO LP
Pennsylvania
$473K -$91.1K -3,900 -18%
Millennium Management
79
Millennium Management
New York
$469K +$424K +18,165 New
Two Sigma Advisers
80
Two Sigma Advisers
New York
$450K +$70.1K +3,000 +21%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$442K -$140K -6,000 -26%
GMIM
82
General Motors Investment Management
New York
$412K – – –
Nomura Holdings
83
Nomura Holdings
Japan
$410K +$371K +15,900 New
AIG
84
American International Group
New York
$404K -$3.64K -156 -1%
BA
85
BlackRock Advisors
Delaware
$396K +$25.6K +1,098 +8%
Citigroup
86
Citigroup
New York
$367K -$69.6K -2,979 -17%
ZIM
87
Zacks Investment Management
Illinois
$347K +$314K +13,437 New
GCP
88
GSA Capital Partners
United Kingdom
$303K +$274K +11,721 New
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$288K – – –
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$277K -$7.01K -300 -3%
PP
91
Palladium Partners
Virginia
$273K – – –
Wells Fargo
92
Wells Fargo
California
$260K +$7.85K +336 +3%
FB
93
Fulton Bank
Pennsylvania
$256K +$231K +9,900 New
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$252K +$228K +9,750 New
AQR Capital Management
95
AQR Capital Management
Connecticut
$239K +$216K +9,264 New
UBS AM
96
UBS AM
Illinois
$225K +$203K +8,700 New
DC
97
Deere & Company
Illinois
$216K +$195K +8,358 New
CEP
98
Chicago Equity Partners
Illinois
$203K +$184K +7,875 New
Barclays
99
Barclays
United Kingdom
$189K +$72.2K +3,090 +72%
FQ
100
First Quadrant
California
$186K – – –
1 2 3
4
5

WSFS Hedge Fund Activity: Q4 2013 in Review

114 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2013, worth a combined $503M — up 35% from $373M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WSFS positions and 10 closed out — a net gain of 10 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $31.7M. The largest seller was Wellington Management Group, cutting an estimated $22.8M.

  • 114 institutional investors held WSFS Financial (WSFS) as of Q4 2013, up from 104 in Q3 2013.
  • Funds reported $503M of WSFS Financial stock for Q4 2013, up 35% quarter-over-quarter.
  • 20 funds opened new WSFS Financial positions in Q4 2013 and 10 closed out, a net change of +10 holders.
  • The largest WSFS Financial buyer in Q4 2013 was Fidelity Investments, an estimated $31.7M added.
  • The largest WSFS Financial seller in Q4 2013 was Wellington Management Group, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2013.