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WSFS Financial
WSFS

142 hedge funds and large institutions have $1.24B invested in WSFS Financial in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.13B → $1.24B (+$117M)

2.18% more ownership

Funds ownership: 79.04% → 81.22% (+2.2%)

3% less funds holding

Funds holding: 146 → 142 (-4)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
3.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
46
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$33.9M
2
Macquarie Group
Macquarie Group
Australia
+$4.31M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.12M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.85M
5
BlackRock
BlackRock
New York
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
-$7.97M
2
Ameriprise
Ameriprise
Minnesota
-$3.64M
3
PI
Putnam Investments
Massachusetts
-$3.23M
4
MCM
Maltese Capital Management
New York
-$2.83M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
126
First Mercantile Trust
Tennessee
$131K +$1.35K +30 +1%
AIP
127
Ameritas Investment Partners
Nebraska
$118K – – –
PAM
128
Paradigm Asset Management
New York
$99.9K – – –
FQ
129
First Quadrant
California
$88K -$244K -5,401 -75%
FANJ
130
Financial Architects (New Jersey)
New Jersey
$59K – – –
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$41K – – –
Citigroup
132
Citigroup
New York
$41K +$3.11K +69 +9%
Barclays
133
Barclays
United Kingdom
$34K -$148K -3,283 -82%
HNB
134
Huntington National Bank
Ohio
$25K -$1.08K -24 -4%
QCG
135
Quadrant Capital Group
Ohio
$23K – – –
MA
136
MUFG Americas
New York
$22K +$451 +10 +2%
MAM
137
Meeder Asset Management
Ohio
$16K – – –
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$15K – – –
SPIA
139
Steward Partners Investment Advisory
New York
$4K – – –
BTIS
140
BB&T Investment Services
North Carolina
$3K +$1.13K +25 +61%
LWA
141
Lenox Wealth Advisors
New York
$3K +$2.93K +65 New
AG
142
Advisor Group
Arizona
$2K +$1.67K +37 New
MCM
143
Maltese Capital Management
New York
– -$2.83M -62,500 Closed
Millennium Management
144
Millennium Management
New York
– -$1.08M -23,747 Closed
PP
145
PDT Partners
New York
– -$1.05M -23,174 Closed
Connor, Clark & Lunn Investment Management (CC&L)
146
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$585K -12,900 Closed
AA
147
ALPS Advisors
Colorado
– -$480K -10,582 Closed
SCM
148
Stevens Capital Management
Pennsylvania
– -$392K -8,644 Closed
MCM
149
Manchester Capital Management
Vermont
– -$392K -8,640 Closed
EMG
150
Ellington Management Group
Connecticut
– -$322K -7,100 Closed
3 4 5
6
7

WSFS Hedge Fund Activity: Q3 2017 in Review

142 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2017, worth a combined $1.24B — up 10% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of WSFS and 13 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 46 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $33.9M. The largest seller was Pzena Investment Management, cutting an estimated $7.97M.

  • 142 institutional investors held WSFS Financial (WSFS) as of Q3 2017, down from 146 in Q2 2017.
  • Funds reported $1.24B of WSFS Financial stock for Q3 2017, up 10% quarter-over-quarter.
  • 13 funds opened new WSFS Financial positions in Q3 2017 and 15 closed out, a net change of -2 holders.
  • The largest WSFS Financial buyer in Q3 2017 was T. Rowe Price Associates, an estimated $33.9M added.
  • The largest WSFS Financial seller in Q3 2017 was Pzena Investment Management, an estimated $7.97M sold.

Based on aggregated 13F filings for Q3 2017.