WSFS Financial
WSFS
242 hedge funds and large institutions have $2.47B invested in WSFS Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 15 closing their positions.
193% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 15
75% more call options, than puts
Call options by funds: $152K | Put options by funds: $87K
28% more capital invested
Capital invested by funds: $1.94B → $2.47B (+$537M)
12% more funds holding
Funds holding: 217 → 242 (+25)
1.79% more ownership
Funds ownership: 86.87% → 88.66% (+1.8%)
7% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.7M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$9.12M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$6.45M |
| 4 |
JP Morgan Chase
New York
|
+$6.32M |
| 5 |
State Street
Boston,
Massachusetts
|
+$6.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.7M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$18.9M |
| 3 |
BlackRock
New York
|
-$6.46M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.38M |
| 5 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$2.9M |
WSFS Hedge Fund Activity: Q4 2023 in Review
242 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2023, worth a combined $2.47B — up 28% from $1.94B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new WSFS positions and 15 closed out — a net gain of 29 holders — while 81 added to existing stakes and 76 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.7M. The largest seller was Ameriprise, cutting an estimated $20.7M.
- 242 institutional investors held WSFS Financial (WSFS) as of Q4 2023, up from 217 in Q3 2023.
- Funds reported $2.47B of WSFS Financial stock for Q4 2023, up 28% quarter-over-quarter.
- 44 funds opened new WSFS Financial positions in Q4 2023 and 15 closed out, a net change of +29 holders.
- The largest WSFS Financial buyer in Q4 2023 was Morgan Stanley, an estimated $27.7M added.
- The largest WSFS Financial seller in Q4 2023 was Ameriprise, an estimated $20.7M sold.
Based on aggregated 13F filings for Q4 2023.