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WSFS Financial
WSFS

Overview Fund Activity

151 hedge funds and large institutions have $1.12B invested in WSFS Financial in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
61
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penn Capital Management
Pennsylvania
$12.5M
2
AAM
2
Aberdeen Asset Management
United Kingdom
$55.3M
3
O
3
OppenheimerFunds
New York
$9.98M
4
BFA
4
BlackRock Fund Advisors
California
$40.9M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$6.47M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$102M
2
FCM
2
Frontier Capital Management
Massachusetts
$44M
3
Millennium Management
3
Millennium Management
New York
$1.31M
4
Prudential Financial
4
Prudential Financial
New Jersey
$787K
5
WC
5
Walthausen & Co
New York
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Advisors Asset Management
Colorado
$274K +$146K +3,142 +114%
AG
127
Aperio Group
California
$273K +$18.5K +400 +7%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$273K +$273K +5,893 New
ST
129
Sageworth Trust
Pennsylvania
$258K +$258K +5,557 New
GT
130
Glenmede Trust
Pennsylvania
$237K – – –
TSS
131
Two Sigma Securities
New York
$233K +$233K +5,037 New
UBS AM
132
UBS AM
Illinois
$232K -$347K -7,500 -60%
ProShare Advisors
133
ProShare Advisors
Maryland
$213K +$213K +4,600 New
Axa
134
Axa
France
$204K +$204K +4,400 New
Canada Life
135
Canada Life
Manitoba, Canada
$167K – – –
US Bancorp
136
US Bancorp
Minnesota
$135K +$83.3K +1,802 +161%
FMT
137
First Mercantile Trust
Tennessee
$110K +$15.3K +330 +16%
PAM
138
Panagora Asset Management
Massachusetts
$107K – – –
CFA
139
CT Financial Advisors
Pennsylvania
$81.6K – – –
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$73K -$31.8K -685 -30%
FANJ
141
Financial Architects (New Jersey)
New Jersey
$56K – – –
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$39K – – –
LA
143
Legacy Advisors
Pennsylvania
$37K +$37K +808 New
Creative Planning
144
Creative Planning
Kansas
$35K – – –
QCG
145
Quadrant Capital Group
Ohio
$22K – – –
HNB
146
Huntington National Bank
Ohio
$21K +$21K +448 New
RBC
147
Roble Belko & Company
Pennsylvania
$19K +$19K +403 New
Barclays
148
Barclays
United Kingdom
$18K -$7.36K -161 -29%
MA
149
MUFG Americas
New York
$16K +$1.67K +37 +12%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$13K -$4.62K -108 -26%
3 4 5
6
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