We are live on ! Find out more
WSFS icon

WSFS Financial
WSFS

146 hedge funds and large institutions have $1.13B invested in WSFS Financial in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 50

0.92% more ownership

Funds ownership: 78.12% → 79.04% (+0.92%)

0% more funds holding

Funds holding: 146 → 146 (0)

0% less capital invested

Capital invested by funds: $1.13B → $1.13B (-$1.47M)

Holders
146
Holders Change
–
Holders Change %
0%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
58
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Sentinel Asset Management
Vermont
+$14.4M
2
Norges Bank
Norges Bank
Norway
+$10.2M
3
Ameriprise
Ameriprise
Minnesota
+$8.03M
4
Macquarie Group
Macquarie Group
Australia
+$7.16M
5
SAM
Skyline Asset Management
Illinois
+$5.79M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.6M
2
WC
Walthausen & Co
New York
-$6.22M
3
JP Morgan Chase
JP Morgan Chase
New York
-$5.12M
4
MCM
Maltese Capital Management
New York
-$4.76M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HC
101
Henshaw Capital
Massachusetts
$403K +$406K +8,880 New
MCM
102
Manchester Capital Management
Vermont
$392K – – –
SCM
103
Stevens Capital Management
Pennsylvania
$392K +$395K +8,644 New
CF
104
CNA Financial
Illinois
$391K -$57.4K -1,256 -13%
GC
105
Guggenheim Capital
Illinois
$389K +$393K +8,598 New
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$341K +$4.57K +100 +1%
SO
107
STRS Ohio
Ohio
$335K +$18.3K +400 +6%
FQ
108
First Quadrant
California
$327K – – –
CPIM
109
Columbia Partners Investment Management
Virginia
$327K +$330K +7,219 New
EMG
110
Ellington Management Group
Connecticut
$322K -$105K -2,300 -24%
AG
111
Aperio Group
California
$300K +$32.3K +707 +12%
HA
112
Harbor Advisors
Florida
$297K – – –
LCM
113
Laurion Capital Management
New York
$274K +$276K +6,034 New
AAM
114
Advisors Asset Management
Colorado
$273K -$18.5K -405 -6%
TBA
115
Tower Bridge Advisors
Pennsylvania
$272K – – –
WCA
116
Westover Capital Advisors
Delaware
$272K – – –
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$236K -$160K -3,491 -40%
GT
118
Glenmede Trust
Pennsylvania
$234K – – –
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$182K +$157K +3,434 +601%
Barclays
120
Barclays
United Kingdom
$181K +$146K +3,186 +399%
Victory Capital Management
121
Victory Capital Management
Texas
$180K +$27.2K +596 +18%
Canada Life
122
Canada Life
Manitoba, Canada
$163K – – –
OAM
123
Oppenheimer Asset Management
New York
$136K -$7.77K -170 -5%
US Bancorp
124
US Bancorp
Minnesota
$135K -$14.8K -323 -10%
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$134K -$133K -2,907 -50%
3 4
5
6 7

WSFS Hedge Fund Activity: Q2 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2017, worth a combined $1.13B — down 0.13% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WSFS positions and 11 closed out — a net gain of 2 holders — while 58 added to existing stakes and 50 trimmed.

The largest buyer was Sentinel Asset Management, opening a new position worth an estimated $14.4M. The largest seller was Fidelity Investments, cutting an estimated $35.6M.

  • 146 institutional investors held WSFS Financial (WSFS) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $1.13B of WSFS Financial stock for Q2 2017, down 0.13% quarter-over-quarter.
  • 13 funds opened new WSFS Financial positions in Q2 2017 and 11 closed out, a net change of +2 holders.
  • The largest WSFS Financial buyer in Q2 2017 was Sentinel Asset Management, an estimated $14.4M added.
  • The largest WSFS Financial seller in Q2 2017 was Fidelity Investments, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2017.