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WSFS Financial
WSFS

202 hedge funds and large institutions have $2.22B invested in WSFS Financial in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,120% more call options, than puts

Call options by funds: $311K | Put options by funds: $5K

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

49% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 53

8% more funds holding

Funds holding: 187 → 202 (+15)

3.42% more ownership

Funds ownership: 91.01% → 94.44% (+3.4%)

0% more capital invested

Capital invested by funds: $2.22B → $2.22B (+$2.83M)

Holders
202
Holders Change
+15
Holders Change %
+8.02%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
79
Reduced
53
Closed
18
Calls
$311K
Puts
$5K
Net Calls
+$306K
Net Calls Change
+$362K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$58M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$54.2M
3
Brown Advisory
Brown Advisory
Maryland
+$35.2M
4
State Street
State Street
Massachusetts
+$15.5M
5
Ameriprise
Ameriprise
Minnesota
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$33M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13.9M
3
Millennium Management
Millennium Management
New York
-$9.81M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.1M
5
ECA
Endeavour Capital Advisors
Connecticut
-$8.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$775K -$51.3K -980 -6%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$767K -$341K -6,510 -30%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$726K – – –
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$707K – – –
Handelsbanken Fonder
105
Handelsbanken Fonder
Sweden
$697K – – –
ASRS
106
Arizona State Retirement System
Arizona
$641K -$8.01K -153 -1%
RA
107
Royce & Associates
New York
$637K +$666K +12,713 New
JMPWA
108
JP Morgan Private Wealth Advisors
California
$635K -$89.7K -1,713 -12%
SM
109
Sciencast Management
New Jersey
$635K +$623K +11,900 New
ECM
110
ExodusPoint Capital Management
New York
$631K +$659K +12,583 New
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$625K -$8.02M -153,184 -92%
MWM
112
Modera Wealth Management
New Jersey
$621K +$63.7K +1,216 +11%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$614K -$15.9K -304 -2%
Victory Capital Management
114
Victory Capital Management
Texas
$600K +$786 +15 +0.1%
ProShare Advisors
115
ProShare Advisors
Maryland
$590K +$236K +4,511 +62%
Holocene Advisors
116
Holocene Advisors
New York
$549K +$168K +3,207 +41%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$538K -$33M -630,110 -98%
CSS
118
Cubist Systematic Strategies
Connecticut
$513K -$384K -7,340 -42%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$513K -$29.7K -567 -5%
PWA
120
Pillar Wealth Advisors
Pennsylvania
$503K +$525K +10,027 New
DTL
121
Dynamic Technology Lab
Singapore
$465K +$486K +9,270 New
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$459K +$77K +1,470 +19%
LIG
123
Lokken Investment Group
Delaware
$417K – – –
Jane Street
124
Jane Street
New York
$392K +$410K +7,825 New
EVM
125
Eaton Vance Management
Massachusetts
$366K +$8.28K +158 +2%
3 4
5
6 7

WSFS Hedge Fund Activity: Q4 2021 in Review

202 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2021, worth a combined $2.22B — up 0.13% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WSFS positions and 18 closed out — a net gain of 16 holders — while 79 added to existing stakes and 53 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58M. The largest seller was Fidelity Investments, cutting an estimated $33M.

  • 202 institutional investors held WSFS Financial (WSFS) as of Q4 2021, up from 187 in Q3 2021.
  • Funds reported $2.22B of WSFS Financial stock for Q4 2021, up 0.13% quarter-over-quarter.
  • 34 funds opened new WSFS Financial positions in Q4 2021 and 18 closed out, a net change of +16 holders.
  • The largest WSFS Financial buyer in Q4 2021 was JP Morgan Chase, an estimated $58M added.
  • The largest WSFS Financial seller in Q4 2021 was Fidelity Investments, an estimated $33M sold.

Based on aggregated 13F filings for Q4 2021.