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WSFS Financial
WSFS

Overview Fund Activity

146 hedge funds and large institutions have $1.13B invested in WSFS Financial in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-5
Holders Change %
-3.31%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$84.4M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$14.4M
3
SAM
3
Skyline Asset Management
Illinois
$10.2M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
EAM
5
Eagle Asset Management
Florida
$7.89M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$19.9M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$15.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$92.3M
4
WC
4
Walthausen & Co
New York
$6.22M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$151K +$17K +371 +13%
OAM
127
Oppenheimer Asset Management
New York
$145K +$145K +3,159 New
ST
128
Sageworth Trust
Pennsylvania
$128K -$128K -2,778 -50%
FMT
129
First Mercantile Trust
Tennessee
$122K +$12.4K +270 +11%
Citigroup
130
Citigroup
New York
$115K -$1.26M -27,591 -92%
AIM
131
Acrospire Investment Management
Illinois
$111K +$111K +2,421 New
AIP
132
Ameritas Investment Partners
Nebraska
$110K +$110K +2,397 New
PAM
133
Panagora Asset Management
Massachusetts
$106K – – –
CFA
134
CT Financial Advisors
Pennsylvania
$80.9K – – –
UBS Group
135
UBS Group
Switzerland
$56K -$327K -7,053 -85%
FANJ
136
Financial Architects (New Jersey)
New Jersey
$55K – – –
Creative Planning
137
Creative Planning
Kansas
$41K +$6.74K +148 +20%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$39K – – –
LA
139
Legacy Advisors
Pennsylvania
$37K – – –
Barclays
140
Barclays
United Kingdom
$36K +$18.2K +405 +103%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$26.2K -$46.1K -1,004 -64%
QCG
142
Quadrant Capital Group
Ohio
$22K – – –
MA
143
MUFG Americas
New York
$20K +$3.6K +78 +22%
HNB
144
Huntington National Bank
Ohio
$9K -$12.7K -262 -58%
MAM
145
Meeder Asset Management
Ohio
$5K +$5K +99 New
SPIA
146
Steward Partners Investment Advisory
New York
$4K +$4K +93 New
CPIM
147
Columbia Partners Investment Management
Virginia
– -$1.8M -38,818 Closed
BIM
148
Bogle Investment Management
Massachusetts
– -$1.75M -37,716 Closed
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
– -$1.22M -26,241 Closed
TC
150
TFS Capital
Pennsylvania
– -$967K -20,860 Closed
3 4 5
6
7