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WSFS Financial
WSFS

Overview Fund Activity

141 hedge funds and large institutions have $1.21B invested in WSFS Financial in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
O
1
OppenheimerFunds
New York
$21.2M
2
ECA
2
Endeavour Capital Advisors
Connecticut
$6.67M
3
EAM
3
Eagle Asset Management
Florida
$12.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$19.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$29M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$63.7M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$9.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$24.6M
5
SB
5
Suntrust Banks
Georgia
$436K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$127K – – –
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$84K – – –
UBS Group
128
UBS Group
Switzerland
$79K -$36.4K -763 -32%
PAM
129
Paradigm Asset Management
New York
$64.7K – – –
KCPG
130
Kavar Capital Partners Group
Kansas
$63K +$63K +1,320 New
FANJ
131
Financial Architects (New Jersey)
New Jersey
$57K – – –
LFA
132
Legacy Financial Advisors
Kentucky
$53K – – –
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$23K -$4.35K -92 -16%
QCG
134
Quadrant Capital Group
Ohio
$23K – – –
MA
135
MUFG Americas
New York
$17K -$5.13K -105 -23%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$17K +$1.98K +40 +13%
NL
137
NVWM LLC
Pennsylvania
$13K – – –
SPIA
138
Steward Partners Investment Advisory
New York
$4K – – –
AG
139
Advisor Group
Arizona
$2K – – –
QI
140
QS Investors
New York
$2K – – –
FMA
141
FNY Managed Accounts
New York
$2K +$2K +48 New
Lord, Abbett & Co
142
Lord, Abbett & Co
New Jersey
– -$5.77M -120,678 Closed
TIAAOA
143
Teachers Insurance & Annuity Association of America
New York
– -$870K -18,170 Closed
EGM
144
Engineers Gate Manager
New York
– -$732K -15,300 Closed
Capstone Investment Advisors
145
Capstone Investment Advisors
New York
– -$430K -9,002 Closed
CCIA
146
Campbell & Co Investment Adviser
Maryland
– -$374K -7,822 Closed
HAI
147
Hennessy Advisors Inc
California
– -$359K -7,500 Closed
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
– -$320K -6,690 Closed
TI
149
Trexquant Investment
Connecticut
– -$306K -6,405 Closed
Victory Capital Management
150
Victory Capital Management
Texas
– -$261K -5,458 Closed
3 4 5
6
7