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WSFS Financial
WSFS

135 hedge funds and large institutions have $746M invested in WSFS Financial in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

12% more funds holding

Funds holding: 121 → 135 (+14)

2% more capital invested

Capital invested by funds: $728M → $746M (+$18.2M)

21% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 52

Holders
135
Holders Change
+14
Holders Change %
+11.57%
% of All Funds
3.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
41
Reduced
52
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$14.6M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$14.4M
3
AAM
Aberdeen Asset Management
United Kingdom
+$7.79M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.92M
5
Millennium Management
Millennium Management
New York
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
FCM
Frontier Capital Management
Massachusetts
-$7.19M
2
PCA
PL Capital Advisors
Florida
-$6.47M
3
BFA
BlackRock Fund Advisors
California
-$3.46M
4
HAI
Hennessy Advisors Inc
California
-$3.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$3.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$24K – – –
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$22K – – –
AIM
128
Acrospire Investment Management
Illinois
$21K +$22.6K +665 New
QCG
129
Quadrant Capital Group
Ohio
$15K – – –
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$14K -$1.16K -34 -7%
US Bancorp
131
US Bancorp
Minnesota
$14K – – –
MA
132
MUFG Americas
New York
$10K +$3.84K +113 +55%
MCM
133
McKinley Capital Management
Alaska
$5K +$5.1K +150 New
Barclays
134
Barclays
United Kingdom
$3K -$229K -6,738 -98%
PCA
135
PL Capital Advisors
Florida
– -$6.47M -198,907 Closed
WI
136
WBI Investments
New Jersey
– -$1.25M -38,374 Closed
CIC
137
Cornercap Investment Counsel
Georgia
– -$518K -15,925 Closed
SCA
138
Secor Capital Advisors
New York
– -$200K -6,147 Closed
RA
139
Rational Advisors
New York
– -$167K -5,125 Closed
AG
140
Advisor Group
Arizona
– +$612 +18 New
2 3 4 5
6

WSFS Hedge Fund Activity: Q2 2016 in Review

135 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2016, worth a combined $746M — up 2.5% from $728M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WSFS positions and 5 closed out — a net gain of 15 holders — while 41 added to existing stakes and 52 trimmed.

The largest buyer was Macquarie Group, adding an estimated $14.6M. The largest seller was Frontier Capital Management, cutting an estimated $7.19M.

  • 135 institutional investors held WSFS Financial (WSFS) as of Q2 2016, up from 121 in Q1 2016.
  • Funds reported $746M of WSFS Financial stock for Q2 2016, up 2.5% quarter-over-quarter.
  • 20 funds opened new WSFS Financial positions in Q2 2016 and 5 closed out, a net change of +15 holders.
  • The largest WSFS Financial buyer in Q2 2016 was Macquarie Group, an estimated $14.6M added.
  • The largest WSFS Financial seller in Q2 2016 was Frontier Capital Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q2 2016.