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WSFS Financial
WSFS

232 hedge funds and large institutions have $2.51B invested in WSFS Financial in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.43B → $2.51B (+$74M)

0.67% less ownership

Funds ownership: 89.38% → 88.71% (-0.67%)

3% less funds holding

Funds holding: 240 → 232 (-8)

22% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 94

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

Holders
232
Holders Change
-8
Holders Change %
-3.33%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
73
Reduced
94
Closed
28
Calls
$686K
Puts
–
Net Calls
+$686K
Net Calls Change
+$99K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$9.35M
2
American Century Companies
American Century Companies
Missouri
+$8.48M
3
Invesco
Invesco
Georgia
+$7.72M
4
Jennison Associates
Jennison Associates
New York
+$6.44M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.88M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$14.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$8.56M
3
N
Nuveen
North Carolina
-$8.27M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$7.92M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$5.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$1.09M +$879K +19,866 +611%
Millennium Management
102
Millennium Management
New York
$1.08M -$328K -7,409 -24%
RA
103
Royce & Associates
New York
$1.06M – – –
SM
104
Salzhauer Michael
$1M – – –
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$985K – – –
MSRPS
106
Maryland State Retirement & Pension System
Maryland
$985K -$38.2K -862 -4%
LAM
107
Lountzis Asset Management
Pennsylvania
$893K – – –
AB
108
Amalgamated Bank
New York
$862K -$22.6K -510 -3%
AI
109
AXS Investments
New York
$860K +$810K +18,294 New
Stifel Financial
110
Stifel Financial
Missouri
$839K -$35.1K -793 -4%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$819K +$61.5K +1,390 +9%
Bessemer Group
112
Bessemer Group
New Jersey
$816K – – –
ASRS
113
Arizona State Retirement System
Arizona
$793K +$8.19K +185 +1%
LPL Financial
114
LPL Financial
California
$755K +$40.4K +912 +6%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$704K -$267K -6,041 -29%
VI
116
Versor Investments
New York
$700K – – –
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$686K -$70.4K -1,590 -10%
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$670K -$67K -1,513 -10%
ST
119
Sageworth Trust
Pennsylvania
$667K – – –
HTC
120
Haverford Trust Company
Pennsylvania
$625K – – –
HSBC Holdings
121
HSBC Holdings
United Kingdom
$615K -$2.9M -65,483 -83%
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$609K -$5.49K -124 -0.9%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$594K +$523K +11,821 +1,442%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$577K -$792K -17,890 -59%
MFGP
125
Marshall Financial Group (Pennsylvania)
Pennsylvania
$568K – – –
3 4
5
6 7

WSFS Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2024, worth a combined $2.51B — up 3% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of WSFS and 21 opened new positions — a net loss of 7 holders — while 94 trimmed existing stakes and 73 added.

The largest buyer was Franklin Resources, adding an estimated $9.35M. The largest seller was BlackRock, cutting an estimated $14.3M.

  • 232 institutional investors held WSFS Financial (WSFS) as of Q2 2024, down from 240 in Q1 2024.
  • Funds reported $2.51B of WSFS Financial stock for Q2 2024, up 3% quarter-over-quarter.
  • 21 funds opened new WSFS Financial positions in Q2 2024 and 28 closed out, a net change of -7 holders.
  • The largest WSFS Financial buyer in Q2 2024 was Franklin Resources, an estimated $9.35M added.
  • The largest WSFS Financial seller in Q2 2024 was BlackRock, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2024.