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WSFS Financial
WSFS

146 hedge funds and large institutions have $1.13B invested in WSFS Financial in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

1.26% more ownership

Funds ownership: 76.85% → 78.12% (+1.3%)

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$12.1M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

3% less funds holding

Funds holding: 151 → 146 (-5)

Holders
146
Holders Change
-5
Holders Change %
-3.31%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$83.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$14.3M
3
SAM
Skyline Asset Management
Illinois
+$10.1M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$8.77M
5
EAM
Eagle Asset Management
Florida
+$7.8M

Top Sellers

Rank Fund Capital Flow
1
FCM
Frontier Capital Management
Massachusetts
-$23.5M
2
Pzena Investment Management
Pzena Investment Management
New York
-$11.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.33M
4
WC
Walthausen & Co
New York
-$6.24M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
76
DF Dent & Co
Maryland
$1.36M +$26.3K +580 +2%
SI
77
Stephens Inc
Arkansas
$1.24M +$1.23M +26,989 New
Connor, Clark & Lunn Investment Management (CC&L)
78
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.19M +$424K +9,325 +57%
Millennium Management
79
Millennium Management
New York
$1.14M -$155K -3,419 -12%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$1.09M -$1.79M -39,429 -62%
PP
81
PDT Partners
New York
$1.08M +$223K +4,900 +26%
BCM
82
Bridgeway Capital Management
Texas
$1.06M -$909K -20,000 -47%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$917K -$14.9K -329 -2%
SIAP
84
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$896K – – –
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$854K -$81.8K -1,800 -9%
AIG
86
American International Group
New York
$811K +$53.2K +1,171 +7%
Prudential Financial
87
Prudential Financial
New Jersey
$781K +$909 +20 +0.1%
CCG
88
Chatham Capital Group
Georgia
$713K -$50K -1,100 -7%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$591K +$585K +12,869 New
MWP
90
MYCIO Wealth Partners
Pennsylvania
$583K +$277K +6,091 +92%
SG Americas Securities
91
SG Americas Securities
New York
$578K -$4.86K -107 -0.8%
Principal Financial Group
92
Principal Financial Group
Iowa
$558K -$284K -6,250 -34%
Jacobs Levy Equity Management
93
Jacobs Levy Equity Management
New Jersey
$509K +$71.3K +1,570 +17%
QCI
94
Quaker Capital Investments
Pennsylvania
$505K -$227K -5,000 -31%
Legal & General Group
95
Legal & General Group
United Kingdom
$498K +$174K +3,828 +55%
AA
96
ALPS Advisors
Colorado
$485K -$38.1K -839 -7%
PP
97
Palladium Partners
Virginia
$485K – – –
FB
98
Fulton Bank
Pennsylvania
$455K – – –
CF
99
CNA Financial
Illinois
$454K -$236K -5,186 -34%
EMG
100
Ellington Management Group
Connecticut
$432K +$427K +9,400 New
2 3
4
5 6

WSFS Hedge Fund Activity: Q1 2017 in Review

146 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2017, worth a combined $1.13B — up 1.1% from $1.12B a quarter earlier.

Fund positioning in WSFS was balanced in Q1 2017: 16 funds opened new positions, 16 closed out, 55 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $83.1M. The largest seller was Frontier Capital Management, cutting an estimated $23.5M.

  • 146 institutional investors held WSFS Financial (WSFS) as of Q1 2017, down from 151 in Q4 2016.
  • Funds reported $1.13B of WSFS Financial stock for Q1 2017, up 1.1% quarter-over-quarter.
  • 16 funds opened new WSFS Financial positions in Q1 2017 and 16 closed out, a net change of 0 holders.
  • The largest WSFS Financial buyer in Q1 2017 was BlackRock, an estimated $83.1M added.
  • The largest WSFS Financial seller in Q1 2017 was Frontier Capital Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2017.