WSFS Financial
WSFS
117 hedge funds and large institutions have $497M invested in WSFS Financial in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 11 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 40
8% more capital invested
Capital invested by funds: $459M → $497M (+$38M)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1% less funds holding
Funds holding: 118 → 117 (-1)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
+$7.03M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
+$5.21M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$4.83M |
| 4 |
MCM
Maltese Capital Management
New York
|
+$4.56M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$5.78M |
| 2 |
SCM
Stadium Capital Management
New Canaan,
Connecticut
|
-$4.13M |
| 3 |
Jennison Associates
New York
|
-$4M |
| 4 |
WA
Westport Advisers
Westport,
Connecticut
|
-$3.47M |
| 5 |
Morgan Stanley
New York
|
-$2.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$211K | -8,850 | Closed |
|
127
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$127K | -5,346 | Closed |
|
|
CCMH
128
Cornerstone Capital Management Holdings
New York
| – | -$121K | -5,100 | Closed |
|
WSFS Hedge Fund Activity: Q2 2014 in Review
117 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2014, worth a combined $497M — up 8.3% from $459M a quarter earlier.
Fund positioning in WSFS was balanced in Q2 2014: 11 funds opened new positions, 11 closed out, 44 added to existing stakes and 40 trimmed.
The largest buyer was Columbia Partners Investment Management, opening a new position worth an estimated $7.03M. The largest seller was Boston Partners, cutting an estimated $5.78M.
- 117 institutional investors held WSFS Financial (WSFS) as of Q2 2014, down from 118 in Q1 2014.
- Funds reported $497M of WSFS Financial stock for Q2 2014, up 8.3% quarter-over-quarter.
- 11 funds opened new WSFS Financial positions in Q2 2014 and 11 closed out, a net change of 0 holders.
- The largest WSFS Financial buyer in Q2 2014 was Columbia Partners Investment Management, an estimated $7.03M added.
- The largest WSFS Financial seller in Q2 2014 was Boston Partners, an estimated $5.78M sold.
Based on aggregated 13F filings for Q2 2014.