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WSFS Financial
WSFS

Overview Fund Activity

117 hedge funds and large institutions have $697M invested in WSFS Financial in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
PL Capital Advisors
Florida
$6.89M
2
AAM
2
Aberdeen Asset Management
United Kingdom
$11M
3
BA
3
Boston Advisors
Massachusetts
$5.72M
4
FCM
4
Frontier Capital Management
Massachusetts
$51.4M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$27.9M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$22.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$27.9M
3
PI
3
Putnam Investments
Massachusetts
$4.27M
4
WC
4
Walthausen & Co
New York
$12.9M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
101
Panagora Asset Management
Massachusetts
$205K -$755K -23,331 -79%
GT
102
Glenmede Trust
Pennsylvania
$174K – – –
Legal & General Group
103
Legal & General Group
United Kingdom
$132K – – –
SEI Investments
104
SEI Investments
Pennsylvania
$131K +$131K +4,046 New
Canada Life
105
Canada Life
Manitoba, Canada
$117K – – –
Bank of America
106
Bank of America
North Carolina
$95K +$65.2K +2,000 +219%
Walleye Trading
107
Walleye Trading
New York
$78K +$78K +2,400 New
PCM
108
Prelude Capital Management
New York
$76K +$76K +2,363 New
BlackRock
109
BlackRock
New York
$57K +$38.2K +1,185 +204%
CFA
110
CT Financial Advisors
Pennsylvania
$48.5K – – –
UBS Group
111
UBS Group
Switzerland
$47K -$115K -3,588 -71%
TRCT
112
Tower Research Capital (TRC)
New York
$30K -$65 -2 -0.2%
Creative Planning
113
Creative Planning
Kansas
$24K – – –
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$22K +$10.4K +322 +89%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K -$1.79K -55,437 -8%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$15K +$15K +471 New
Nuveen Asset Management
117
Nuveen Asset Management
Illinois
$2.59K +$890 +27,495 +52%
SCM
118
Sterling Capital Management
North Carolina
– -$591K -20,526 Closed
NCCM
119
Nine Chapters Capital Management
New Jersey
– -$542K -18,800 Closed
Barclays
120
Barclays
United Kingdom
– -$345K -12,344 Closed
BGIM
121
Brandywine Global Investment Management
Pennsylvania
– -$308K -10,680 Closed
MC
122
Menta Capital
California
– -$247K -8,579 Closed
CCMH
123
Cornerstone Capital Management Holdings
New York
– -$228K -7,900 Closed
DC
124
Deere & Company
Illinois
– -$201K -6,969 Closed
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
– -$35K -1,221 Closed
2 3 4
5
6