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WSFS Financial
WSFS

Overview Fund Activity

145 hedge funds and large institutions have $1.2B invested in WSFS Financial in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
+$15.3M
2
Millennium Management
Millennium Management
New York
+$2.88M
3
Ameriprise
Ameriprise
Minnesota
+$2.76M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$2.75M
5
BlackRock
BlackRock
New York
+$2.48M

Top Sellers

1
SAM
Sentinel Asset Management
Vermont
-$15.5M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$9.15M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.02M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.43M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$84K +$43.4K +906 +107%
PAM
127
Paradigm Asset Management
New York
$64.6K -$33.5K -700 -34%
FANJ
128
Financial Architects (New Jersey)
New Jersey
$57K – – –
LFA
129
Legacy Financial Advisors
Kentucky
$52K +$52K +1,098 New
ST
130
Sageworth Trust
Pennsylvania
$35K -$98.4K -2,050 -74%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$27K -$114K -2,443 -81%
TRCT
132
Tower Research Capital (TRC)
New York
$25K -$132K -2,719 -84%
HNB
133
Huntington National Bank
Ohio
$25K – – –
QCG
134
Quadrant Capital Group
Ohio
$23K – – –
MA
135
MUFG Americas
New York
$22K +$486 +10 +2%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$15K – – –
STA
137
Summit Trail Advisors
New York
$13K +$13K +243 New
NL
138
NVWM LLC
Pennsylvania
$13K +$13K +269 New
DCM
139
Delpha Capital Management
New York
$8K +$8K +177 New
SPIA
140
Steward Partners Investment Advisory
New York
$4K – – –
BTIS
141
BB&T Investment Services
North Carolina
$3K – – –
QI
142
QS Investors
New York
$2K -$1.69M -31,226 -100%
AG
143
Advisor Group
Arizona
$2K – – –
AssetMark Inc
144
AssetMark Inc
California
$1K +$1K +15 New
SAM
145
Sentinel Asset Management
Vermont
– -$15.5M -318,875 Closed
NFA
146
Nationwide Fund Advisors
Ohio
– -$2.24M -45,917 Closed
SGAM
147
Smith Group Asset Management
Texas
– -$2.04M -41,910 Closed
PI
148
Putnam Investments
Massachusetts
– -$938K -19,246 Closed
Jacobs Levy Equity Management
149
Jacobs Levy Equity Management
New Jersey
– -$506K -10,385 Closed
SO
150
STRS Ohio
Ohio
– -$360K -7,400 Closed
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