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WSFS Financial
WSFS

Overview Fund Activity

121 hedge funds and large institutions have $728M invested in WSFS Financial in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$8.98M
2
RCAMU
2
Rothschild & Co Asset Management US
Connecticut
$8.98M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$84.2M
5
AAM
5
Aberdeen Asset Management
United Kingdom
$15.4M

Top Sellers

1
BA
1
Boston Advisors
Massachusetts
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$19.7M
3
MCM
3
Maltese Capital Management
New York
$6.5M
4
HAI
4
Hennessy Advisors Inc
California
$8.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
101
Glenmede Trust
Pennsylvania
$174K -$387 -12 -0.2%
RA
102
Rational Advisors
New York
$167K +$167K +5,125 New
Legal & General Group
103
Legal & General Group
United Kingdom
$151K +$20.3K +618 +16%
Canada Life
104
Canada Life
Manitoba, Canada
$117K – – –
Teacher Retirement System of Texas
105
Teacher Retirement System of Texas
Texas
$113K -$379K -11,672 -77%
PAM
106
Panagora Asset Management
Massachusetts
$75K -$131K -4,030 -64%
FMT
107
First Mercantile Trust
Tennessee
$75K +$75K +2,300 New
BlackRock
108
BlackRock
New York
$66K +$8.35K +256 +14%
CFA
109
CT Financial Advisors
Pennsylvania
$48.8K – – –
AAM
110
Advisors Asset Management
Colorado
$40K +$40K +1,241 New
FANJ
111
Financial Architects (New Jersey)
New Jersey
$39K +$39K +1,200 New
Creative Planning
112
Creative Planning
Kansas
$24K – – –
UBS Group
113
UBS Group
Switzerland
$23K -$24K -749 -51%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$22K – – –
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$15K – – –
US Bancorp
116
US Bancorp
Minnesota
$15K +$15K +448 New
QCG
117
Quadrant Capital Group
Ohio
$15K +$15K +482 New
Geode Capital Management
118
Geode Capital Management
Massachusetts
$9.17K +$37 +1,130 +0.4%
MA
119
MUFG Americas
New York
$7K +$7K +205 New
Nuveen Asset Management
120
Nuveen Asset Management
Illinois
$3.5K +$889 +27,324 +34%
HW
121
Hancock Whitney
Mississippi
$769 +$769 +23,649 New
BA
122
Boston Advisors
Massachusetts
– -$5.72M -176,728 Closed
Millennium Management
123
Millennium Management
New York
– -$1.13M -34,925 Closed
Citadel Advisors
124
Citadel Advisors
Florida
– -$775K -23,951 Closed
ZCM
125
Zebra Capital Management
Connecticut
– -$564K -17,436 Closed
2 3 4
5
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