WSFS Financial
WSFS
111 hedge funds and large institutions have $599M invested in WSFS Financial in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 16 closing their positions.
2% more capital invested
Capital invested by funds: $588M → $599M (+$10.3M)
7% less funds holding
Funds holding: 119 → 111 (-8)
25% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 44
50% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 16
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$10.6M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$5.55M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$3.46M |
| 4 |
Pzena Investment Management
New York
|
+$2.91M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$20.1M |
| 2 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
-$17.8M |
| 3 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$5.14M |
| 4 |
WC
Walthausen & Co
Malta,
New York
|
-$4.24M |
| 5 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
-$2.64M |
WSFS Hedge Fund Activity: Q3 2015 in Review
111 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2015, worth a combined $599M — up 1.8% from $588M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of WSFS and 8 opened new positions — a net loss of 8 holders — while 44 trimmed existing stakes and 33 added.
The largest buyer was AllianceBernstein, adding an estimated $10.6M. The largest seller was William Blair & Company, exiting entirely with an estimated $20.1M sold.
- 111 institutional investors held WSFS Financial (WSFS) as of Q3 2015, down from 119 in Q2 2015.
- Funds reported $599M of WSFS Financial stock for Q3 2015, up 1.8% quarter-over-quarter.
- 8 funds opened new WSFS Financial positions in Q3 2015 and 16 closed out, a net change of -8 holders.
- The largest WSFS Financial buyer in Q3 2015 was AllianceBernstein, an estimated $10.6M added.
- The largest WSFS Financial seller in Q3 2015 was William Blair & Company, an estimated $20.1M sold.
Based on aggregated 13F filings for Q3 2015.