WSFS Financial
WSFS
122 hedge funds and large institutions have $517M invested in WSFS Financial in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
9% more capital invested
Capital invested by funds: $475M → $517M (+$42.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 123 → 122 (-1)
5% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.4M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.49M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$2.45M |
| 4 |
Renaissance Technologies
New York
|
+$2.07M |
| 5 |
QI
QS Investors
New York
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.47M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.21M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$2.36M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$2.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
126
Stadium Capital Management
New Canaan,
Connecticut
| – | -$350K | -14,682 | Closed |
|
|
SO
127
STRS Ohio
Columbus,
Ohio
| – | -$278K | -11,646 | Closed |
|
128
Two Sigma Advisers
New York
| – | -$265K | -11,103 | Closed |
|
129
ProShare Advisors
Bethesda,
Maryland
| – | -$251K | -10,500 | Closed |
|
130
Los Angeles Capital Management
Los Angeles,
California
| – | -$247K | -10,335 | Closed |
|
|
CSS
131
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$211K | -8,829 | Closed |
|
132
BNP Paribas Financial Markets
Paris,
France
| – | -$33.7K | -1,410 | Closed |
|
WSFS Hedge Fund Activity: Q4 2014 in Review
122 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2014, worth a combined $517M — up 8.9% from $475M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new WSFS positions and 10 closed out — a net gain of 4 holders — while 38 added to existing stakes and 40 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $11.4M. The largest seller was Vanguard Group, cutting an estimated $4.47M.
- 122 institutional investors held WSFS Financial (WSFS) as of Q4 2014, down from 123 in Q3 2014.
- Funds reported $517M of WSFS Financial stock for Q4 2014, up 8.9% quarter-over-quarter.
- 14 funds opened new WSFS Financial positions in Q4 2014 and 10 closed out, a net change of +4 holders.
- The largest WSFS Financial buyer in Q4 2014 was T. Rowe Price Associates, an estimated $11.4M added.
- The largest WSFS Financial seller in Q4 2014 was Vanguard Group, an estimated $4.47M sold.
Based on aggregated 13F filings for Q4 2014.