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WSFS Financial
WSFS

Overview Fund Activity

145 hedge funds and large institutions have $1.2B invested in WSFS Financial in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$15.3M
2
Millennium Management
2
Millennium Management
New York
$2.88M
3
Ameriprise
3
Ameriprise
Minnesota
$36.5M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$71.6M
5
BlackRock
5
BlackRock
New York
$95.3M

Top Sellers

1
SAM
1
Sentinel Asset Management
Vermont
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$13.9M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$5.77M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$28.4M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$860K +$29.3K +612 +4%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$839K +$78.3K +1,637 +10%
BCM
78
Bridgeway Capital Management
Texas
$746K -$354K -7,400 -32%
EGM
79
Engineers Gate Manager
New York
$732K +$330K +6,900 +82%
Legal & General Group
80
Legal & General Group
United Kingdom
$719K -$14.1K -294 -2%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$703K +$90.9K +1,900 +15%
MIM
82
MetLife Investment Management
New Jersey
$681K +$681K +14,223 New
GC
83
Guggenheim Capital
Illinois
$670K +$258K +5,380 +63%
MWP
84
MYCIO Wealth Partners
Pennsylvania
$609K +$574 +12 +0.1%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$601K – – –
MWNA
86
Marshall Wace North America
New York
$566K +$566K +11,838 New
SG Americas Securities
87
SG Americas Securities
New York
$556K -$194K -4,065 -26%
Principal Financial Group
88
Principal Financial Group
Iowa
$518K -$169K -3,521 -25%
SIAP
89
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$517K -$148K -3,100 -22%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$513K +$513K +10,725 New
PP
91
Palladium Partners
Virginia
$505K – – –
AG
92
Aperio Group
California
$477K +$153K +3,198 +47%
Prudential Financial
93
Prudential Financial
New Jersey
$475K -$294K -6,150 -38%
Two Sigma Advisers
94
Two Sigma Advisers
New York
$474K -$259K -5,403 -35%
FB
95
Fulton Bank
Pennsylvania
$474K – – –
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$465K -$518K -10,833 -53%
SI
97
Stephens Inc
Arkansas
$437K -$793K -16,583 -64%
Capstone Investment Advisors
98
Capstone Investment Advisors
New York
$430K +$430K +9,002 New
BTS
99
BB&T Securities
Virginia
$420K -$14.3K -300 -3%
IA
100
Independence Advisors
Pennsylvania
$416K – – –
2 3
4
5 6