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WSFS Financial
WSFS

117 hedge funds and large institutions have $497M invested in WSFS Financial in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

8% more capital invested

Capital invested by funds: $459M → $497M (+$38M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 118 → 117 (-1)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
44
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CPIM
Columbia Partners Investment Management
Virginia
+$7.03M
2
WC
Walthausen & Co
New York
+$5.21M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$4.83M
4
MCM
Maltese Capital Management
New York
+$4.56M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.19M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$5.78M
2
SCM
Stadium Capital Management
Connecticut
-$4.13M
3
Jennison Associates
Jennison Associates
New York
-$4M
4
WA
Westport Advisers
Connecticut
-$3.47M
5
Morgan Stanley
Morgan Stanley
New York
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
76
Manchester Capital Management
Vermont
$444K +$419K +18,063 New
BA
77
Boston Advisors
Massachusetts
$437K – – –
AIG
78
American International Group
New York
$430K +$34.4K +1,482 +9%
Asset Management One
79
Asset Management One
Japan
$427K -$265K -11,400 -40%
AL
80
AJO LP
Pennsylvania
$427K -$20.9K -900 -5%
Millennium Management
81
Millennium Management
New York
$405K -$153K -6,606 -29%
GCP
82
GSA Capital Partners
United Kingdom
$398K -$34.8K -1,500 -8%
SO
83
STRS Ohio
Ohio
$398K +$376K +16,200 New
BA
84
BlackRock Advisors
Delaware
$370K -$25.4K -1,092 -7%
AQR Capital Management
85
AQR Capital Management
Connecticut
$345K +$104K +4,500 +47%
ProShare Advisors
86
ProShare Advisors
Maryland
$316K -$254K -10,923 -46%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$315K +$39K +1,680 +15%
Stifel Financial
88
Stifel Financial
Missouri
$315K +$298K +12,849 New
Citadel Advisors
89
Citadel Advisors
Florida
$268K +$45.5K +1,959 +22%
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$265K -$139K -6,000 -36%
PP
91
Palladium Partners
Virginia
$259K – – –
Los Angeles Capital Management
92
Los Angeles Capital Management
California
$254K -$8.71K -375 -4%
FB
93
Fulton Bank
Pennsylvania
$243K – – –
Jacobs Levy Equity Management
94
Jacobs Levy Equity Management
New Jersey
$239K -$272K -11,700 -55%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$239K – – –
Two Sigma Investments
96
Two Sigma Investments
New York
$236K -$139K -6,000 -38%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$236K -$3.13K -135 -1%
UBS AM
98
UBS AM
Illinois
$214K – – –
FQ
99
First Quadrant
California
$177K – – –
Acadian Asset Management
100
Acadian Asset Management
Massachusetts
$160K -$100K -4,323 -40%
2 3
4
5 6

WSFS Hedge Fund Activity: Q2 2014 in Review

117 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2014, worth a combined $497M — up 8.3% from $459M a quarter earlier.

Fund positioning in WSFS was balanced in Q2 2014: 11 funds opened new positions, 11 closed out, 44 added to existing stakes and 40 trimmed.

The largest buyer was Columbia Partners Investment Management, opening a new position worth an estimated $7.03M. The largest seller was Boston Partners, cutting an estimated $5.78M.

  • 117 institutional investors held WSFS Financial (WSFS) as of Q2 2014, down from 118 in Q1 2014.
  • Funds reported $497M of WSFS Financial stock for Q2 2014, up 8.3% quarter-over-quarter.
  • 11 funds opened new WSFS Financial positions in Q2 2014 and 11 closed out, a net change of 0 holders.
  • The largest WSFS Financial buyer in Q2 2014 was Columbia Partners Investment Management, an estimated $7.03M added.
  • The largest WSFS Financial seller in Q2 2014 was Boston Partners, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2014.