WSFS Financial
WSFS
104 hedge funds and large institutions have $373M invested in WSFS Financial in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
11% more capital invested
Capital invested by funds: $335M → $373M (+$38M)
3% more funds holding
Funds holding: 101 → 104 (+3)
3% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 37
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$10.4M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$2.25M |
| 3 |
JP Morgan Chase
New York
|
+$1.87M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.41M |
| 5 |
Renaissance Technologies
New York
|
+$1.35M |
Top Sellers
| 1 |
Pzena Investment Management
New York
|
-$8.93M |
| 2 |
SCM
Stadium Capital Management
New Canaan,
Connecticut
|
-$3.58M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.88M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.86M |
| 5 |
MA
MUFG Americas
New York
|
-$644K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
101
Prelude Capital Management
New York
| $8K | +$8.41K | +420 | New |
|
|
GT
102
Glenmede Trust
Philadelphia,
Pennsylvania
| $4K | – | – | – |
|
|
EFSCE
103
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $1K | +$841 | +42 | New |
|
|
MA
104
MUFG Americas
New York
| – | -$644K | -36,900 | Closed |
|
105
Two Sigma Investments
New York
| – | -$596K | -34,134 | Closed |
|
|
WA
106
Whitebox Advisors
Minneapolis,
Minnesota
| – | -$449K | -25,701 | Closed |
|
107
Nomura Holdings
Tokyo,
Japan
| – | -$300K | -17,250 | Closed |
|
|
MC
108
Menta Capital
San Francisco,
California
| – | -$216K | -12,360 | Closed |
|
|
HF
109
Hoxton Financial
Shepherdstown,
West Virginia
| – | -$7K | -399 | Closed |
|
|
LTFS
110
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$7K | -378 | Closed |
|
WSFS Hedge Fund Activity: Q3 2013 in Review
104 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2013, worth a combined $373M — up 11% from $335M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new WSFS positions and 7 closed out — a net gain of 5 holders — while 38 added to existing stakes and 37 trimmed.
The largest buyer was William Blair & Company, opening a new position worth an estimated $10.4M. The largest seller was Pzena Investment Management, cutting an estimated $8.93M.
- 104 institutional investors held WSFS Financial (WSFS) as of Q3 2013, up from 101 in Q2 2013.
- Funds reported $373M of WSFS Financial stock for Q3 2013, up 11% quarter-over-quarter.
- 12 funds opened new WSFS Financial positions in Q3 2013 and 7 closed out, a net change of +5 holders.
- The largest WSFS Financial buyer in Q3 2013 was William Blair & Company, an estimated $10.4M added.
- The largest WSFS Financial seller in Q3 2013 was Pzena Investment Management, an estimated $8.93M sold.
Based on aggregated 13F filings for Q3 2013.