WSFS Financial
WSFS
190 hedge funds and large institutions have $1.65B invested in WSFS Financial in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 82 increasing their positions, 42 reducing their positions, and 8 closing their positions.
538% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 8
95% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 42
57% more capital invested
Capital invested by funds: $1.05B → $1.65B (+$599M)
27% more funds holding
Funds holding: 150 → 190 (+40)
13.04% less ownership
Funds ownership: 87.89% → 74.85% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$101M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$92M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$69.4M |
| 4 |
BlackRock
New York
|
+$55.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$10.9M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$5.23M |
| 3 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$4.95M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$4.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.91M |
WSFS Hedge Fund Activity: Q1 2019 in Review
190 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2019, worth a combined $1.65B — up 57% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new WSFS positions and 8 closed out — a net gain of 43 holders — while 82 added to existing stakes and 42 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Aberdeen Group, cutting an estimated $10.9M.
- 190 institutional investors held WSFS Financial (WSFS) as of Q1 2019, up from 150 in Q4 2018.
- Funds reported $1.65B of WSFS Financial stock for Q1 2019, up 57% quarter-over-quarter.
- 51 funds opened new WSFS Financial positions in Q1 2019 and 8 closed out, a net change of +43 holders.
- The largest WSFS Financial buyer in Q1 2019 was T. Rowe Price Associates, an estimated $101M added.
- The largest WSFS Financial seller in Q1 2019 was Aberdeen Group, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2019.