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WSFS Financial
WSFS

Overview Fund Activity

241 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.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+25
Holders Change %
+11.57%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
81
Reduced
76
Closed
15
Calls
$152K
Puts
$87K
Net Calls
+$65K
Net Calls Change
-$540K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.7M
2
Franklin Resources
2
Franklin Resources
California
$133M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
State Street
5
State Street
Massachusetts
$131M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.8M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.31M
3
BlackRock
3
BlackRock
New York
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PCM
5
Palisade Capital Management
New Jersey
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$1.28M +$24.7K +538 +2%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$1.19M -$101K -2,205 -8%
Victory Capital Management
103
Victory Capital Management
Texas
$1.17M +$289K +6,293 +33%
JCIA
104
Jackson Creek Investment Advisors
Colorado
$1.14M +$1.14M +24,776 New
Citadel Advisors
105
Citadel Advisors
Florida
$1.12M -$6.29M -137,009 -85%
AB
106
Amalgamated Bank
New York
$1.05M -$39.3K -856 -4%
RA
107
Royce & Associates
New York
$1.03M – – –
MSRPS
108
Maryland State Retirement & Pension System
Maryland
$1.01M -$19.1K -416 -2%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$986K +$241K +5,240 +32%
CCIA
110
Campbell & Co Investment Adviser
Maryland
$982K +$982K +21,390 New
SM
111
Salzhauer Michael
$979K -$76.6K -1,668 -7%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$963K – – –
KCM
113
Kennedy Capital Management
Missouri
$952K +$952K +20,730 New
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$946K +$591K +12,873 +167%
WAM
115
Wakefield Asset Management
Colorado
$939K +$939K +20,451 New
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$915K -$517K -11,267 -36%
LAM
117
Lountzis Asset Management
Pennsylvania
$873K – – –
Stifel Financial
118
Stifel Financial
Missouri
$871K -$1.78M -38,679 -67%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$817K -$18.4K -400 -2%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$813K +$509K +11,082 +168%
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
$807K -$35.8K -779 -4%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$803K – – –
ASRS
123
Arizona State Retirement System
Arizona
$784K -$19.7K -428 -2%
GCP
124
GSA Capital Partners
United Kingdom
$782K +$782K +17,033 New
NSAM
125
North Star Asset Management
Wisconsin
$771K -$657K -14,311 -46%
3 4
5
6 7