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WSFS Financial
WSFS

231 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 38

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $2.22B → $2.55B (+$324M)

14% more funds holding

Funds holding: 202 → 231 (+29)

4.63% less ownership

Funds ownership: 94.44% → 89.81% (-4.6%)

Holders
231
Holders Change
+29
Holders Change %
+14.36%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
115
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$127M
2
Franklin Resources
Franklin Resources
California
+$67.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$51.4M
4
CIP
Champlain Investment Partners
Vermont
+$51.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$41M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$58.6M
2
Goldman Sachs
Goldman Sachs
New York
-$8.51M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.64M
4
Ameriprise
Ameriprise
Minnesota
-$5.3M
5
JAM
Jacobs Asset Management
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$1.31M +$1.46M +28,115 New
VOYA Investment Management
102
VOYA Investment Management
Georgia
$1.24M +$404K +7,797 +42%
MSRPS
103
Maryland State Retirement & Pension System
Maryland
$1.22M +$7.93K +153 +0.6%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$1.17M +$1.3M +25,163 New
MCM
105
Maltese Capital Management
New York
$1.17M +$1.3M +25,000 New
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$1.16M +$335K +6,466 +35%
Holocene Advisors
107
Holocene Advisors
New York
$1.16M +$718K +13,847 +126%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$1.15M +$481K +9,273 +61%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$1.1M -$701K -13,523 -36%
HFS
110
Hantz Financial Services
Michigan
$1.09M +$1.21M +23,322 New
SM
111
Salzhauer Michael
$1.07M – – –
Osaic Holdings
112
Osaic Holdings
Arizona
$1.04M +$331K +6,396 +262%
DCM
113
Dupont Capital Management
Delaware
$1.01M -$392K -7,559 -26%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$1M +$140K +2,699 +16%
UBS Group
115
UBS Group
Switzerland
$934K -$431K -8,318 -29%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$894K -$18.8K -363 -2%
IIM
117
Ironwood Investment Management
Massachusetts
$886K +$679K +13,095 +222%
Truist Financial
118
Truist Financial
North Carolina
$886K +$985K +19,008 New
LAM
119
Lountzis Asset Management
Pennsylvania
$886K – – –
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$872K +$218K +4,200 +29%
ASRS
121
Arizona State Retirement System
Arizona
$825K +$254K +4,900 +38%
ST
122
Sageworth Trust
Pennsylvania
$821K +$912K +17,605 New
ACM
123
AlphaCrest Capital Management
New York
$798K -$937K -18,072 -51%
DA
124
Duality Advisers
Florida
$779K +$519K +10,015 +149%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$765K +$48.4K +934 +6%
3 4
5
6 7

WSFS Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2022, worth a combined $2.55B — up 15% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WSFS positions and 29 closed out — a net gain of 30 holders — while 115 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $58.6M.

  • 231 institutional investors held WSFS Financial (WSFS) as of Q1 2022, up from 202 in Q4 2021.
  • Funds reported $2.55B of WSFS Financial stock for Q1 2022, up 15% quarter-over-quarter.
  • 59 funds opened new WSFS Financial positions in Q1 2022 and 29 closed out, a net change of +30 holders.
  • The largest WSFS Financial buyer in Q1 2022 was BlackRock, an estimated $127M added.
  • The largest WSFS Financial seller in Q1 2022 was JP Morgan Chase, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2022.