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WSFS Financial
WSFS

160 hedge funds and large institutions have $1.27B invested in WSFS Financial in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

4.95% more ownership

Funds ownership: 80.03% → 84.98% (+5%)

4% more funds holding

Funds holding: 154 → 160 (+6)

5% less capital invested

Capital invested by funds: $1.35B → $1.27B (-$71.7M)

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
63
Reduced
41
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Palisade Capital Management
New Jersey
+$16.7M
2
Macquarie Group
Macquarie Group
Australia
+$13.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$10.9M
4
O
OppenheimerFunds
New York
+$9.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$8.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$39.3M
2
Jennison Associates
Jennison Associates
New York
-$9.08M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$9.04M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.73M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
76
Jacobs Levy Equity Management
New Jersey
$1.46M +$1.6M +31,012 New
MCM
77
Maltese Capital Management
New York
$1.42M +$1.54M +30,000 New
3C
78
361 Capital
Colorado
$1.4M +$1.53M +29,640 New
CCG
79
Chatham Capital Group
Georgia
$1.34M – – –
AQR Capital Management
80
AQR Capital Management
Connecticut
$1.07M +$69.7K +1,355 +6%
EGM
81
Engineers Gate Manager
New York
$1.04M +$894K +17,377 +368%
Barclays
82
Barclays
United Kingdom
$1.01M +$908K +17,649 +463%
KA
83
Kaizen Advisory
Illinois
$968K +$1.06M +20,539 New
AIG
84
American International Group
New York
$943K +$18.6K +361 +2%
UBS AM
85
UBS AM
Illinois
$912K – – –
AIMCA
86
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$863K +$942K +18,300 New
GC
87
Guggenheim Capital
Illinois
$843K -$25.4K -493 -3%
FQ
88
First Quadrant
California
$778K +$756K +14,699 +817%
TD Asset Management
89
TD Asset Management
Ontario, Canada
$775K +$100K +1,944 +13%
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$768K +$472K +9,170 +129%
NAM
91
NorthCoast Asset Management
Connecticut
$767K +$838K +16,275 New
TA
92
Tiedemann Advisors
New York
$762K – – –
Jennison Associates
93
Jennison Associates
New York
$754K -$9.08M -176,476 -92%
MIM
94
MetLife Investment Management
New Jersey
$671K – – –
HW
95
Hancock Whitney
Mississippi
$668K -$749K -14,545 -51%
Principal Financial Group
96
Principal Financial Group
Iowa
$657K +$79.5K +1,544 +12%
CI
97
Cigna Investments
Connecticut
$640K +$775K +15,055 New
Legal & General Group
98
Legal & General Group
United Kingdom
$581K – – –
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$554K -$506K -9,840 -46%
Capital Fund Management (CFM)
100
Capital Fund Management (CFM)
France
$552K +$401K +7,800 +200%
2 3
4
5 6

WSFS Hedge Fund Activity: Q3 2018 in Review

160 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2018, worth a combined $1.27B — down 5.3% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSFS positions and 21 closed out — a net gain of 6 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Palisade Capital Management, opening a new position worth an estimated $16.7M. The largest seller was Goldman Sachs, cutting an estimated $39.3M.

  • 160 institutional investors held WSFS Financial (WSFS) as of Q3 2018, up from 154 in Q2 2018.
  • Funds reported $1.27B of WSFS Financial stock for Q3 2018, down 5.3% quarter-over-quarter.
  • 27 funds opened new WSFS Financial positions in Q3 2018 and 21 closed out, a net change of +6 holders.
  • The largest WSFS Financial buyer in Q3 2018 was Palisade Capital Management, an estimated $16.7M added.
  • The largest WSFS Financial seller in Q3 2018 was Goldman Sachs, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2018.