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WSFS Financial
WSFS

151 hedge funds and large institutions have $1.12B invested in WSFS Financial in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

76.85% more ownership

Funds ownership: 0% → 76.85% (+77%)

42% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 43

35% more capital invested

Capital invested by funds: $830M → $1.12B (+$287M)

9% more funds holding

Funds holding: 138 → 151 (+13)

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
3.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
61
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penn Capital Management
Pennsylvania
+$9.73M
2
AAM
Aberdeen Asset Management
United Kingdom
+$9.32M
3
O
OppenheimerFunds
New York
+$8.65M
4
BFA
BlackRock Fund Advisors
California
+$6.03M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$4.35M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.5M
2
FCM
Frontier Capital Management
Massachusetts
-$7.97M
3
Millennium Management
Millennium Management
New York
-$4M
4
Prudential Financial
Prudential Financial
New Jersey
-$3.68M
5
WC
Walthausen & Co
New York
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$588K +$296K +7,360 +138%
AA
102
ALPS Advisors
Colorado
$528K +$4.34K +108 +1%
PRCM
103
Pine River Capital Management
Minnesota
$528K +$458K +11,400 New
SEI Investments
104
SEI Investments
Pennsylvania
$502K +$42.2K +1,050 +11%
PP
105
Palladium Partners
Virginia
$489K – – –
FB
106
Fulton Bank
Pennsylvania
$459K – – –
Squarepoint
107
Squarepoint
New York
$453K +$393K +9,770 New
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$447K +$86.8K +2,160 +29%
Jacobs Levy Equity Management
109
Jacobs Levy Equity Management
New Jersey
$441K +$42.2K +1,050 +12%
BTS
110
BB&T Securities
Virginia
$421K +$365K +9,082 New
MAM
111
Martingale Asset Management
Massachusetts
$413K +$358K +8,900 New
MCM
112
Manchester Capital Management
Vermont
$400K – – –
UBS Group
113
UBS Group
Switzerland
$383K +$234K +5,813 +237%
TBA
114
Tower Bridge Advisors
Pennsylvania
$343K – – –
BlackRock
115
BlackRock
New York
$338K +$724 +18 +0.2%
FQ
116
First Quadrant
California
$334K – – –
PAG
117
Private Advisor Group
New Jersey
$331K +$289K +7,180 New
Legal & General Group
118
Legal & General Group
United Kingdom
$326K +$108K +2,687 +62%
SO
119
STRS Ohio
Ohio
$324K – – –
Los Angeles Capital Management
120
Los Angeles Capital Management
California
$316K +$12.1K +300 +5%
MCA
121
Morris Capital Advisors
Pennsylvania
$306K – – –
MWP
122
MYCIO Wealth Partners
Pennsylvania
$306K +$265K +6,601 New
HA
123
Harbor Advisors
Florida
$304K +$264K +6,560 New
WCA
124
Westover Capital Advisors
Delaware
$278K – – –
PAM
125
Paradigm Asset Management
New York
$276K -$454K -11,300 -66%
3 4
5
6 7

WSFS Hedge Fund Activity: Q4 2016 in Review

151 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2016, worth a combined $1.12B — up 35% from $830M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WSFS positions and 11 closed out — a net gain of 14 holders — while 61 added to existing stakes and 43 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $9.73M. The largest seller was Fidelity Investments, cutting an estimated $13.5M.

  • 151 institutional investors held WSFS Financial (WSFS) as of Q4 2016, up from 138 in Q3 2016.
  • Funds reported $1.12B of WSFS Financial stock for Q4 2016, up 35% quarter-over-quarter.
  • 25 funds opened new WSFS Financial positions in Q4 2016 and 11 closed out, a net change of +14 holders.
  • The largest WSFS Financial buyer in Q4 2016 was Penn Capital Management, an estimated $9.73M added.
  • The largest WSFS Financial seller in Q4 2016 was Fidelity Investments, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2016.