WSFS Financial
WSFS
119 hedge funds and large institutions have $588M invested in WSFS Financial in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 13 closing their positions.
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
11% more capital invested
Capital invested by funds: $531M → $588M (+$57.2M)
10% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 39
2% more funds holding
Funds holding: 117 → 119 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$5.94M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.51M |
| 3 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
+$2.45M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$2.35M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$6.96M |
| 2 |
Millennium Management
New York
|
-$2.41M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.32M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.27M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$974K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Nomura Holdings
Tokyo,
Japan
| – | -$292K | -11,700 | Closed |
|
|
BIM
127
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| – | -$260K | -10,326 | Closed |
|
128
D.E. Shaw & Co
New York
| – | -$247K | -9,783 | Closed |
|
129
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$190K | -7,548 | Closed |
|
130
Acadian Asset Management
Boston,
Massachusetts
| – | -$175K | -6,927 | Closed |
|
|
EFSCE
131
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -42 | Closed |
|
WSFS Hedge Fund Activity: Q2 2015 in Review
119 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2015, worth a combined $588M — up 11% from $531M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WSFS positions and 13 closed out — a net gain of 2 holders — while 43 added to existing stakes and 39 trimmed.
The largest buyer was Putnam Investments, opening a new position worth an estimated $5.94M. The largest seller was Boston Partners, exiting entirely with an estimated $6.96M sold.
- 119 institutional investors held WSFS Financial (WSFS) as of Q2 2015, up from 117 in Q1 2015.
- Funds reported $588M of WSFS Financial stock for Q2 2015, up 11% quarter-over-quarter.
- 15 funds opened new WSFS Financial positions in Q2 2015 and 13 closed out, a net change of +2 holders.
- The largest WSFS Financial buyer in Q2 2015 was Putnam Investments, an estimated $5.94M added.
- The largest WSFS Financial seller in Q2 2015 was Boston Partners, an estimated $6.96M sold.
Based on aggregated 13F filings for Q2 2015.