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WSFS Financial
WSFS

231 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 38

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $2.22B → $2.55B (+$324M)

14% more funds holding

Funds holding: 202 → 231 (+29)

4.63% less ownership

Funds ownership: 94.44% → 89.81% (-4.6%)

Holders
231
Holders Change
+29
Holders Change %
+14.36%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
115
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$127M
2
Franklin Resources
Franklin Resources
California
+$67.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$51.4M
4
CIP
Champlain Investment Partners
Vermont
+$51.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$41M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$58.6M
2
Goldman Sachs
Goldman Sachs
New York
-$8.51M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.64M
4
Ameriprise
Ameriprise
Minnesota
-$5.3M
5
JAM
Jacobs Asset Management
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$2.48M +$933 +18 +0%
Barclays
77
Barclays
United Kingdom
$2.46M -$749K -14,456 -22%
Man Group
78
Man Group
United Kingdom
$2.4M +$2.42M +46,715 +985%
AWM
79
AE Wealth Management
Kansas
$2.33M – – –
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$2.28M +$2.53M +48,910 New
RA
81
Royce & Associates
New York
$2.21M +$1.8M +34,669 +273%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$2.19M +$870K +16,792 +56%
TPSF
83
Texas Permanent School Fund
Texas
$2.16M +$152K +2,930 +7%
SOADOR
84
State of Alaska Department of Revenue
Alaska
$2.13M +$5.18K +100 +0.2%
SCP
85
Siena Capital Partners
Illinois
$2.04M -$1.32M -25,492 -37%
KTA
86
Keeley-Teton Advisors
Illinois
$1.98M – – –
AIG
87
American International Group
New York
$1.73M +$372K +7,184 +24%
CIM
88
Corbyn Investment Management
Maryland
$1.69M -$23.8K -459 -1%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$1.67M +$584K +11,265 +46%
SFI
90
Susquehanna Fundamental Investments
Pennsylvania
$1.67M +$1.85M +35,738 New
MIM
91
MetLife Investment Management
New Jersey
$1.62M +$972K +18,755 +117%
CAM
92
Congress Asset Management
Massachusetts
$1.49M +$122K +2,363 +8%
SEI Investments
93
SEI Investments
Pennsylvania
$1.43M +$126K +2,426 +9%
VCA
94
Verdence Capital Advisors
Maryland
$1.4M – – –
AAM
95
Advisors Asset Management
Colorado
$1.39M +$115K +2,222 +8%
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$1.38M +$456K +8,800 +38%
AB
97
Amalgamated Bank
New York
$1.37M -$14.1K -272 -0.9%
AF
98
Amalgamated Financial
New York
$1.37M +$1.53M +29,438 New
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$1.35M +$5.18K +100 +0.3%
RCAMU
100
Rothschild & Co Asset Management US
Connecticut
$1.34M -$1.83M -35,294 -55%
2 3
4
5 6

WSFS Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2022, worth a combined $2.55B — up 15% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WSFS positions and 29 closed out — a net gain of 30 holders — while 115 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $58.6M.

  • 231 institutional investors held WSFS Financial (WSFS) as of Q1 2022, up from 202 in Q4 2021.
  • Funds reported $2.55B of WSFS Financial stock for Q1 2022, up 15% quarter-over-quarter.
  • 59 funds opened new WSFS Financial positions in Q1 2022 and 29 closed out, a net change of +30 holders.
  • The largest WSFS Financial buyer in Q1 2022 was BlackRock, an estimated $127M added.
  • The largest WSFS Financial seller in Q1 2022 was JP Morgan Chase, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2022.