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WSFS Financial
WSFS

160 hedge funds and large institutions have $1.27B invested in WSFS Financial in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

4.95% more ownership

Funds ownership: 80.03% → 84.98% (+5%)

4% more funds holding

Funds holding: 154 → 160 (+6)

5% less capital invested

Capital invested by funds: $1.35B → $1.27B (-$71.7M)

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
63
Reduced
41
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Palisade Capital Management
New Jersey
+$16.7M
2
Macquarie Group
Macquarie Group
Australia
+$13.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$10.9M
4
O
OppenheimerFunds
New York
+$9.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$8.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$39.3M
2
Jennison Associates
Jennison Associates
New York
-$9.08M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$9.04M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.73M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
101
Aperio Group
California
$508K -$12.1K -236 -2%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$497K – – –
Prudential Financial
103
Prudential Financial
New Jersey
$489K -$5.15K -100 -1%
AA
104
ALPS Advisors
Colorado
$474K +$517K +10,047 New
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$473K – – –
FB
106
Fulton Bank
Pennsylvania
$467K – – –
BCM
107
Bridgeway Capital Management
Texas
$453K -$309K -6,000 -38%
SB
108
Suntrust Banks
Georgia
$429K – – –
PP
109
Palladium Partners
Virginia
$424K – – –
BTS
110
BB&T Securities
Virginia
$414K – – –
IA
111
Independence Advisors
Pennsylvania
$410K – – –
SS
112
Simplicity Solutions
Minnesota
$410K +$447K +8,686 New
Assenagon Asset Management
113
Assenagon Asset Management
Luxembourg
$380K +$415K +8,064 New
XK
114
Xact Kapitalforvaltning
Sweden
$331K – – –
MWP
115
MYCIO Wealth Partners
Pennsylvania
$315K +$344K +6,685 New
CSS
116
Cubist Systematic Strategies
Connecticut
$315K +$344K +6,686 New
JG
117
Jefferies Group
New York
$299K +$326K +6,333 New
WCA
118
Westover Capital Advisors
Delaware
$283K – – –
HC
119
Henshaw Capital
Massachusetts
$275K -$91.7K -1,782 -23%
WG
120
Winton Group
United Kingdom
$267K +$29.2K +568 +11%
SCA
121
Secor Capital Advisors
New York
$254K +$278K +5,396 New
GT
122
Glenmede Trust
Pennsylvania
$248K +$7.72K +150 +3%
SIAP
123
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$244K +$669 +13 +0.3%
DTL
124
Dynamic Technology Lab
Singapore
$237K +$52.3K +1,016 +25%
Citigroup
125
Citigroup
New York
$235K -$131K -2,546 -34%
3 4
5
6 7

WSFS Hedge Fund Activity: Q3 2018 in Review

160 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2018, worth a combined $1.27B — down 5.3% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSFS positions and 21 closed out — a net gain of 6 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Palisade Capital Management, opening a new position worth an estimated $16.7M. The largest seller was Goldman Sachs, cutting an estimated $39.3M.

  • 160 institutional investors held WSFS Financial (WSFS) as of Q3 2018, up from 154 in Q2 2018.
  • Funds reported $1.27B of WSFS Financial stock for Q3 2018, down 5.3% quarter-over-quarter.
  • 27 funds opened new WSFS Financial positions in Q3 2018 and 21 closed out, a net change of +6 holders.
  • The largest WSFS Financial buyer in Q3 2018 was Palisade Capital Management, an estimated $16.7M added.
  • The largest WSFS Financial seller in Q3 2018 was Goldman Sachs, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2018.