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WSFS Financial

117 hedge funds and large institutions have $531M invested in WSFS Financial in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

3% more capital invested

Capital invested by funds: $517M → $531M (+$13.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 122117 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
44
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Manchester Capital Management
Vermont
$455K
ZCM
77
Zebra Capital Management
Connecticut
$455K +$461K +18,057 New
AIG
78
American International Group
New York
$424K -$1.76K -69 -0.4%
BA
79
BlackRock Advisors
Delaware
$423K +$64.8K +2,541 +18%
AQR Capital Management
80
AQR Capital Management
Connecticut
$423K +$115K +4,500 +37%
Asset Management One
81
Asset Management One
Japan
$333K
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$323K
Nomura Holdings
83
Nomura Holdings
Japan
$292K +$298K +11,700 New
GC
84
Guggenheim Capital
Illinois
$276K +$280K +10,962 New
BGIM
85
Brandywine Global Investment Management
Pennsylvania
$270K
PP
86
Palladium Partners
Virginia
$266K
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$265K -$401K -15,708 -60%
BIM
88
Bogle Investment Management
Massachusetts
$260K -$86.1K -3,375 -25%
SCA
89
Secor Capital Advisors
New York
$250K -$67.1K -2,631 -21%
FB
90
Fulton Bank
Pennsylvania
$250K
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$247K -$148K -5,814 -37%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$242K +$245K +9,603 New
UBS AM
93
UBS AM
Illinois
$219K
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$190K -$38.1K -1,494 -17%
FQ
95
First Quadrant
California
$182K
Acadian Asset Management
96
Acadian Asset Management
Massachusetts
$175K
CAM
97
ClariVest Asset Management
California
$159K
GT
98
Glenmede Trust
Pennsylvania
$138K +$103K +4,047 +271%
Citigroup
99
Citigroup
New York
$116K -$45.1K -1,767 -28%
Legal & General Group
100
Legal & General Group
United Kingdom
$101K

WSFS Hedge Fund Activity: Q1 2015 in Review

117 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2015, worth a combined $531M — up 2.7% from $517M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WSFS and 6 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 44 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.8M. The largest seller was Sterling Capital Management, cutting an estimated $1.69M.

  • 117 institutional investors held WSFS Financial (WSFS) as of Q1 2015, down from 122 in Q4 2014.
  • Funds reported $531M of WSFS Financial stock for Q1 2015, up 2.7% quarter-over-quarter.
  • 6 funds opened new WSFS Financial positions in Q1 2015 and 11 closed out, a net change of -5 holders.
  • The largest WSFS Financial buyer in Q1 2015 was T. Rowe Price Associates, an estimated $11.8M added.
  • The largest WSFS Financial seller in Q1 2015 was Sterling Capital Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2015.