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WSFS Financial
WSFS

188 hedge funds and large institutions have $2.15B invested in WSFS Financial in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

22% more call options, than puts

Call options by funds: $642K | Put options by funds: $528K

15% more capital invested

Capital invested by funds: $1.87B → $2.15B (+$274M)

13% more funds holding

Funds holding: 167 → 188 (+21)

8.01% more ownership

Funds ownership: 82.92% → 90.93% (+8%)

31% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 70

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
188
Holders Change
+21
Holders Change %
+12.57%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
48
Reduced
70
Closed
21
Calls
$642K
Puts
$528K
Net Calls
+$114K
Net Calls Change
+$93K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$156M
2
State Street
State Street
Massachusetts
+$39.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$28.1M
4
CB
Cooke & Bieler
Pennsylvania
+$28M
5
JP Morgan Chase
JP Morgan Chase
New York
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$23.7M
2
Jennison Associates
Jennison Associates
New York
-$22.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$18.1M
4
KCM
Kennedy Capital Management
Missouri
-$17.9M
5
FCM
Frontier Capital Management
Massachusetts
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
76
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.82M +$1.76M +36,628 New
CIM
77
Corbyn Investment Management
Maryland
$1.79M -$117K -2,433 -6%
TPSF
78
Texas Permanent School Fund
Texas
$1.77M +$1.71M +35,483 New
KTA
79
Keeley-Teton Advisors
Illinois
$1.76M +$1.7M +35,295 New
Wells Fargo
80
Wells Fargo
California
$1.63M -$1.92M -39,850 -55%
SOADOR
81
State of Alaska Department of Revenue
Alaska
$1.6M +$1.55M +32,150 New
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$1.58M +$1.53M +31,807 New
VCA
83
Verdence Capital Advisors
Maryland
$1.49M – – –
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$1.46M -$866K -17,979 -38%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1.41M +$1.36M +28,329 New
VOYA Investment Management
86
VOYA Investment Management
Georgia
$1.37M -$15.4M -319,665 -92%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$1.31M +$792K +16,450 +165%
PCM
88
Prelude Capital Management
New York
$1.29M +$1.25M +26,008 New
RHCA
89
Rosenthal Henry Capital Advisors
Indiana
$1.29M +$289K +6,000 +30%
Jane Street
90
Jane Street
New York
$1.27M +$546K +11,348 +80%
UBS Group
91
UBS Group
Switzerland
$1.25M +$460K +9,556 +61%
CAM
92
Congress Asset Management
Massachusetts
$1.24M +$148K +3,065 +14%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$1.2M +$1.16M +24,103 New
Millennium Management
94
Millennium Management
New York
$1.17M -$11.6M -239,941 -91%
SM
95
Salzhauer Michael
$1.14M – – –
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$1.07M +$1.04M +21,600 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$1.03M -$180K -3,735 -15%
OPERF
98
Oregon Public Employees Retirement Fund
Oregon
$1.03M +$998K +20,717 New
LAM
99
Lountzis Asset Management
Pennsylvania
$946K – – –
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$910K -$143K -2,974 -14%
2 3
4
5 6

WSFS Hedge Fund Activity: Q1 2021 in Review

188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2021, worth a combined $2.15B — up 15% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WSFS positions and 21 closed out — a net gain of 24 holders — while 48 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $156M. The largest seller was Rothschild & Co Asset Management US, cutting an estimated $23.7M.

  • 188 institutional investors held WSFS Financial (WSFS) as of Q1 2021, up from 167 in Q4 2020.
  • Funds reported $2.15B of WSFS Financial stock for Q1 2021, up 15% quarter-over-quarter.
  • 45 funds opened new WSFS Financial positions in Q1 2021 and 21 closed out, a net change of +24 holders.
  • The largest WSFS Financial buyer in Q1 2021 was BlackRock, an estimated $156M added.
  • The largest WSFS Financial seller in Q1 2021 was Rothschild & Co Asset Management US, an estimated $23.7M sold.

Based on aggregated 13F filings for Q1 2021.