WSFS Financial
WSFS
123 hedge funds and large institutions have $475M invested in WSFS Financial in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
5% more funds holding
Funds holding: 117 → 123 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 38
4% less capital invested
Capital invested by funds: $497M → $475M (-$21.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Walthausen & Co
Malta,
New York
|
+$10.5M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$4.31M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$2.47M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$2.27M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
-$7.44M |
| 2 |
SCM
Stadium Capital Management
New Canaan,
Connecticut
|
-$5.71M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.64M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.56M |
| 5 |
Goldman Sachs
New York
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AL
126
AJO LP
Philadelphia,
Pennsylvania
| – | -$427K | -17,400 | Closed |
|
127
Stifel Financial
St. Louis,
Missouri
| – | -$315K | -12,849 | Closed |
|
128
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$239K | -9,750 | Closed |
|
129
Two Sigma Investments
New York
| – | -$236K | -9,600 | Closed |
|
|
VFA
130
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$56K | -2,280 | Closed |
|
|
TAM
131
Tocqueville Asset Management
New York
| – | -$17K | -705 | Closed |
|
WSFS Hedge Fund Activity: Q3 2014 in Review
123 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2014, worth a combined $475M — down 4.4% from $497M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new WSFS positions and 8 closed out — a net gain of 6 holders — while 38 added to existing stakes and 38 trimmed.
The largest buyer was Walthausen & Co, adding an estimated $10.5M. The largest seller was Columbia Partners Investment Management, exiting entirely with an estimated $7.44M sold.
- 123 institutional investors held WSFS Financial (WSFS) as of Q3 2014, up from 117 in Q2 2014.
- Funds reported $475M of WSFS Financial stock for Q3 2014, down 4.4% quarter-over-quarter.
- 14 funds opened new WSFS Financial positions in Q3 2014 and 8 closed out, a net change of +6 holders.
- The largest WSFS Financial buyer in Q3 2014 was Walthausen & Co, an estimated $10.5M added.
- The largest WSFS Financial seller in Q3 2014 was Columbia Partners Investment Management, an estimated $7.44M sold.
Based on aggregated 13F filings for Q3 2014.