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WSFS Financial
WSFS

154 hedge funds and large institutions have $1.35B invested in WSFS Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

11% more capital invested

Capital invested by funds: $1.21B → $1.35B (+$131M)

8% more funds holding

Funds holding: 142 → 154 (+12)

0.69% less ownership

Funds ownership: 80.71% → 80.03% (-0.69%)

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
51
Reduced
46
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.58M
2
O
OppenheimerFunds
New York
+$6.26M
3
Macquarie Group
Macquarie Group
Australia
+$4.58M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$4.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$27.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.2M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$6.59M
4
WCM
Wedge Capital Management
North Carolina
-$1.49M
5
EAM
Eagle Asset Management
Florida
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
101
BB&T Securities
Virginia
$468K – – –
IA
102
Independence Advisors
Pennsylvania
$463K – – –
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$463K +$450K +8,678 New
HC
104
Henshaw Capital
Massachusetts
$406K +$726 +14 +0.2%
Citigroup
105
Citigroup
New York
$402K +$26.1K +504 +7%
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$379K -$20.7K -400 -5%
XK
107
Xact Kapitalforvaltning
Sweden
$375K +$41.5K +800 +13%
HA
108
Harbor Advisors
Florida
$350K – – –
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$340K -$29.8K -575 -8%
HCM
110
Highbridge Capital Management
New York
$324K +$315K +6,080 New
WCA
111
Westover Capital Advisors
Delaware
$320K – – –
USAA
112
United Services Automobile Association
Texas
$285K – – –
SIAP
113
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$275K -$72.6K -1,400 -21%
GT
114
Glenmede Trust
Pennsylvania
$273K – – –
WG
115
Winton Group
United Kingdom
$271K -$273K -5,257 -51%
UBS Group
116
UBS Group
Switzerland
$263K +$170K +3,280 +198%
BAS
117
Brown Advisory Securities
Maryland
$256K – – –
AAM
118
Advisors Asset Management
Colorado
$255K +$15.3K +295 +7%
EGM
119
Engineers Gate Manager
New York
$252K +$245K +4,721 New
SI
120
Stephens Inc
Arkansas
$250K – – –
Creative Planning
121
Creative Planning
Kansas
$230K – – –
AB
122
Amalgamated Bank
New York
$225K +$219K +4,227 New
CF
123
CNA Financial
Illinois
$222K +$216K +4,169 New
BCM
124
BlueCrest Capital Management
Jersey
$218K +$212K +4,082 New
SRAM
125
Stone Ridge Asset Management
New York
$218K +$212K +4,093 New
3 4
5
6 7

WSFS Hedge Fund Activity: Q2 2018 in Review

154 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2018, worth a combined $1.35B — up 11% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WSFS positions and 6 closed out — a net gain of 13 holders — while 51 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $8.58M. The largest seller was Northern Trust, cutting an estimated $27.4M.

  • 154 institutional investors held WSFS Financial (WSFS) as of Q2 2018, up from 142 in Q1 2018.
  • Funds reported $1.35B of WSFS Financial stock for Q2 2018, up 11% quarter-over-quarter.
  • 19 funds opened new WSFS Financial positions in Q2 2018 and 6 closed out, a net change of +13 holders.
  • The largest WSFS Financial buyer in Q2 2018 was BlackRock, an estimated $8.58M added.
  • The largest WSFS Financial seller in Q2 2018 was Northern Trust, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2018.