We are live on ! Find out more
WSFS icon

WSFS Financial
WSFS

138 hedge funds and large institutions have $830M invested in WSFS Financial in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $746M → $830M (+$83.5M)

2% more funds holding

Funds holding: 135 → 138 (+3)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

Holders
138
Holders Change
+3
Holders Change %
+2.22%
% of All Funds
3.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
46
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$15.1M
2
AAM
Aberdeen Asset Management
United Kingdom
+$9.38M
3
Jennison Associates
Jennison Associates
New York
+$3.79M
4
Millennium Management
Millennium Management
New York
+$3.04M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.82M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$12.1M
2
FCM
Frontier Capital Management
Massachusetts
-$10.2M
3
MCM
Maltese Capital Management
New York
-$3.96M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$3.38M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$763K – – –
CF
77
CNA Financial
Illinois
$754K – – –
ACM
78
Ativo Capital Management
Illinois
$730K -$108K -3,000 -13%
PP
79
PDT Partners
New York
$678K +$180K +5,000 +37%
Victory Capital Management
80
Victory Capital Management
Texas
$643K -$168K -4,651 -21%
PAM
81
Paradigm Asset Management
New York
$629K +$54.1K +1,500 +10%
AIG
82
American International Group
New York
$603K +$901 +25 +0.2%
Tudor Investment Corp
83
Tudor Investment Corp
Connecticut
$566K +$559K +15,500 New
BA
84
BlackRock Advisors
Delaware
$536K +$40.9K +1,134 +8%
DTL
85
Dynamic Technology Lab
Singapore
$505K +$139K +3,864 +39%
Comerica Bank
86
Comerica Bank
Texas
$501K +$500K +13,863 New
UBS AM
87
UBS AM
Illinois
$457K – – –
CCG
88
Chatham Capital Group
Georgia
$453K – – –
Bank of America
89
Bank of America
North Carolina
$441K +$122K +3,383 +39%
BG
90
BlackRock Group
United Kingdom
$434K +$18.2K +504 +4%
AA
91
ALPS Advisors
Colorado
$412K -$42.5K -1,178 -9%
VKH
92
Virtu KCG Holdings
New York
$396K +$103K +2,854 +36%
HCM
93
Highbridge Capital Management
New York
$385K -$29.7K -825 -7%
PP
94
Palladium Partners
Virginia
$385K – – –
Citadel Advisors
95
Citadel Advisors
Florida
$367K +$363K +10,070 New
MCM
96
Maltese Capital Management
New York
$365K -$3.96M -110,000 -92%
FB
97
Fulton Bank
Pennsylvania
$361K – – –
SEI Investments
98
SEI Investments
Pennsylvania
$356K -$256K -7,102 -42%
MCM
99
Manchester Capital Management
Vermont
$315K -$186K -5,156 -37%
Jacobs Levy Equity Management
100
Jacobs Levy Equity Management
New Jersey
$309K -$10.8K -300 -3%
2 3
4
5 6

WSFS Hedge Fund Activity: Q3 2016 in Review

138 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2016, worth a combined $830M — up 11% from $746M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WSFS positions and 10 closed out — a net gain of 4 holders — while 46 added to existing stakes and 54 trimmed.

The largest buyer was Ameriprise, adding an estimated $15.1M. The largest seller was Macquarie Group, cutting an estimated $12.1M.

  • 138 institutional investors held WSFS Financial (WSFS) as of Q3 2016, up from 135 in Q2 2016.
  • Funds reported $830M of WSFS Financial stock for Q3 2016, up 11% quarter-over-quarter.
  • 14 funds opened new WSFS Financial positions in Q3 2016 and 10 closed out, a net change of +4 holders.
  • The largest WSFS Financial buyer in Q3 2016 was Ameriprise, an estimated $15.1M added.
  • The largest WSFS Financial seller in Q3 2016 was Macquarie Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2016.