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WSFS Financial
WSFS

160 hedge funds and large institutions have $1.27B invested in WSFS Financial in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

4.95% more ownership

Funds ownership: 80.03% → 84.98% (+5%)

4% more funds holding

Funds holding: 154 → 160 (+6)

5% less capital invested

Capital invested by funds: $1.35B → $1.27B (-$71.7M)

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
63
Reduced
41
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Palisade Capital Management
New Jersey
+$16.7M
2
Macquarie Group
Macquarie Group
Australia
+$13.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$10.9M
4
O
OppenheimerFunds
New York
+$9.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$8.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$39.3M
2
Jennison Associates
Jennison Associates
New York
-$9.08M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$9.04M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.73M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
126
Brown Advisory Securities
Maryland
$226K – – –
USAA
127
United Services Automobile Association
Texas
$218K -$37.2K -723 -14%
TI
128
Trexquant Investment
Connecticut
$217K +$236K +4,594 New
SRAM
129
Stone Ridge Asset Management
New York
$210K +$18.6K +362 +9%
SI
130
Stephens Inc
Arkansas
$203K -$19.5K -379 -8%
Creative Planning
131
Creative Planning
Kansas
$203K – – –
Squarepoint
132
Squarepoint
New York
$203K +$221K +4,300 New
AAM
133
Advisors Asset Management
Colorado
$173K -$57.1K -1,109 -23%
Canada Life
134
Canada Life
Manitoba, Canada
$173K – – –
US Bancorp
135
US Bancorp
Minnesota
$164K +$14.9K +289 +9%
LWA
136
Lenox Wealth Advisors
New York
$157K +$172K +3,336 New
FMT
137
First Mercantile Trust
Tennessee
$130K -$2.83K -55 -2%
AIP
138
Ameritas Investment Partners
Nebraska
$115K – – –
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$83K – – –
PAM
140
Paradigm Asset Management
New York
$75.4K +$12.9K +250 +19%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$62K +$41.3K +803 +157%
LFA
142
Legacy Financial Advisors
Kentucky
$51K – – –
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$47.1K -$20.4K -397 -28%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$42K – – –
FHB
145
First Hawaiian Bank
Hawaii
$39K +$42.5K +826 New
QT
146
Quantbot Technologies
New York
$37K +$40.6K +789 New
UBS Group
147
UBS Group
Switzerland
$35K -$216K -4,205 -85%
AG
148
Advisor Group
Arizona
$28K +$28.4K +552 +1,492%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$24K -$309 -6 -1%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$23K – – –
4 5
6
7 8

WSFS Hedge Fund Activity: Q3 2018 in Review

160 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2018, worth a combined $1.27B — down 5.3% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSFS positions and 21 closed out — a net gain of 6 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Palisade Capital Management, opening a new position worth an estimated $16.7M. The largest seller was Goldman Sachs, cutting an estimated $39.3M.

  • 160 institutional investors held WSFS Financial (WSFS) as of Q3 2018, up from 154 in Q2 2018.
  • Funds reported $1.27B of WSFS Financial stock for Q3 2018, down 5.3% quarter-over-quarter.
  • 27 funds opened new WSFS Financial positions in Q3 2018 and 21 closed out, a net change of +6 holders.
  • The largest WSFS Financial buyer in Q3 2018 was Palisade Capital Management, an estimated $16.7M added.
  • The largest WSFS Financial seller in Q3 2018 was Goldman Sachs, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2018.