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WSFS Financial
WSFS

118 hedge funds and large institutions have $459M invested in WSFS Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 114 → 118 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

9% less capital invested

Capital invested by funds: $503M → $459M (-$43.6M)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
37
Reduced
40
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
+$3.62M
2
Renaissance Technologies
Renaissance Technologies
New York
+$3.08M
3
FCM
Frontier Capital Management
Massachusetts
+$2.77M
4
William Blair & Company
William Blair & Company
Illinois
+$2.29M
5
SFM
Systematic Financial Management
New Jersey
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$10.8M
2
Boston Partners
Boston Partners
Massachusetts
-$4.98M
3
TC
TFS Capital
Pennsylvania
-$1.54M
4
Morgan Stanley
Morgan Stanley
New York
-$1.05M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$456K – – –
Two Sigma Advisers
77
Two Sigma Advisers
New York
$450K +$36.1K +1,500 +9%
AL
78
AJO LP
Pennsylvania
$436K – – –
PP
79
PDT Partners
New York
$427K +$432K +17,940 New
BA
80
Boston Advisors
Massachusetts
$423K -$43.3K -1,800 -9%
GCP
81
GSA Capital Partners
United Kingdom
$422K +$144K +6,000 +51%
BGIM
82
Brandywine Global Investment Management
Pennsylvania
$400K -$7.22K -300 -2%
BA
83
BlackRock Advisors
Delaware
$385K +$19.9K +828 +5%
AIG
84
American International Group
New York
$381K +$9.24K +384 +2%
Two Sigma Investments
85
Two Sigma Investments
New York
$371K -$1.02M -42,474 -73%
GMIM
86
General Motors Investment Management
New York
$347K -$32.8K -1,362 -9%
Axa
87
Axa
France
$303K -$625K -25,980 -67%
CEP
88
Chicago Equity Partners
Illinois
$287K +$101K +4,200 +53%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$265K – – –
ZIM
90
Zacks Investment Management
Illinois
$264K -$56K -2,328 -17%
Acadian Asset Management
91
Acadian Asset Management
Massachusetts
$257K +$168K +6,966 +181%
Los Angeles Capital Management
92
Los Angeles Capital Management
California
$255K – – –
PP
93
Palladium Partners
Virginia
$251K – – –
FB
94
Fulton Bank
Pennsylvania
$236K – – –
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$232K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$231K -$472K -19,620 -67%
AQR Capital Management
97
AQR Capital Management
Connecticut
$228K +$7.22K +300 +3%
Citadel Advisors
98
Citadel Advisors
Florida
$213K +$215K +8,949 New
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$211K +$213K +8,850 New
UBS AM
100
UBS AM
Illinois
$207K – – –
1 2 3
4
5

WSFS Hedge Fund Activity: Q1 2014 in Review

118 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2014, worth a combined $459M — down 8.7% from $503M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WSFS positions and 5 closed out — a net gain of 4 holders — while 37 added to existing stakes and 40 trimmed.

The largest buyer was Federated Hermes, adding an estimated $3.62M. The largest seller was Jennison Associates, cutting an estimated $10.8M.

  • 118 institutional investors held WSFS Financial (WSFS) as of Q1 2014, up from 114 in Q4 2013.
  • Funds reported $459M of WSFS Financial stock for Q1 2014, down 8.7% quarter-over-quarter.
  • 9 funds opened new WSFS Financial positions in Q1 2014 and 5 closed out, a net change of +4 holders.
  • The largest WSFS Financial buyer in Q1 2014 was Federated Hermes, an estimated $3.62M added.
  • The largest WSFS Financial seller in Q1 2014 was Jennison Associates, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2014.