WSFS Financial
WSFS
117 hedge funds and large institutions have $531M invested in WSFS Financial in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 11 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 36
3% more capital invested
Capital invested by funds: $517M → $531M (+$13.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 122 → 117 (-5)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.8M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$5.14M |
| 3 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
+$3.55M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.37M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$1.69M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$1.15M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.06M |
| 4 |
Pzena Investment Management
New York
|
-$650K |
| 5 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$612K |
WSFS Hedge Fund Activity: Q1 2015 in Review
117 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2015, worth a combined $531M — up 2.7% from $517M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of WSFS and 6 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 44 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $11.8M. The largest seller was Sterling Capital Management, cutting an estimated $1.69M.
- 117 institutional investors held WSFS Financial (WSFS) as of Q1 2015, down from 122 in Q4 2014.
- Funds reported $531M of WSFS Financial stock for Q1 2015, up 2.7% quarter-over-quarter.
- 6 funds opened new WSFS Financial positions in Q1 2015 and 11 closed out, a net change of -5 holders.
- The largest WSFS Financial buyer in Q1 2015 was T. Rowe Price Associates, an estimated $11.8M added.
- The largest WSFS Financial seller in Q1 2015 was Sterling Capital Management, an estimated $1.69M sold.
Based on aggregated 13F filings for Q1 2015.