WSFS Financial
WSFS
138 hedge funds and large institutions have $830M invested in WSFS Financial in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
11% more capital invested
Capital invested by funds: $746M → $830M (+$83.5M)
2% more funds holding
Funds holding: 135 → 138 (+3)
15% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.1M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$9.38M |
| 3 |
Jennison Associates
New York
|
+$3.79M |
| 4 |
Millennium Management
New York
|
+$3.04M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$12.1M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$10.2M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$3.96M |
| 4 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$3.38M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.05M |
WSFS Hedge Fund Activity: Q3 2016 in Review
138 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2016, worth a combined $830M — up 11% from $746M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new WSFS positions and 10 closed out — a net gain of 4 holders — while 46 added to existing stakes and 54 trimmed.
The largest buyer was Ameriprise, adding an estimated $15.1M. The largest seller was Macquarie Group, cutting an estimated $12.1M.
- 138 institutional investors held WSFS Financial (WSFS) as of Q3 2016, up from 135 in Q2 2016.
- Funds reported $830M of WSFS Financial stock for Q3 2016, up 11% quarter-over-quarter.
- 14 funds opened new WSFS Financial positions in Q3 2016 and 10 closed out, a net change of +4 holders.
- The largest WSFS Financial buyer in Q3 2016 was Ameriprise, an estimated $15.1M added.
- The largest WSFS Financial seller in Q3 2016 was Macquarie Group, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2016.