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WSFS Financial

174 hedge funds and large institutions have $1.81B invested in WSFS Financial in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-16
Holders Change %
-8.42%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
64
Reduced
59
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTS
126
BB&T Securities
Virginia
$285K
MWP
127
MYCIO Wealth Partners
Pennsylvania
$278K +$825 +20 +0.3%
EVM
128
Eaton Vance Management
Massachusetts
$273K +$273K +6,600 New
RJFSA
129
Raymond James Financial Services Advisors
Florida
$270K -$150K -3,648 -36%
Balyasny Asset Management
130
Balyasny Asset Management
Illinois
$268K -$791K -19,130 -75%
CIM
131
CIM Investment Management
Pennsylvania
$260K +$260K +6,303 New
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$257K -$107K -2,600 -29%
BUB
133
BBVA USA Bancshares
Texas
$253K +$31.3K +760 +14%
RC
134
Roundview Capital
New Jersey
$250K
WCA
135
Westover Capital Advisors
Delaware
$248K
Canada Life
136
Canada Life
Manitoba, Canada
$242K -$71.4K -1,730 -23%
Holocene Advisors
137
Holocene Advisors
New York
$233K -$38.6K -936 -14%
CI
138
Cigna Investments
Connecticut
$225K +$225K +5,310 New
ProShare Advisors
139
ProShare Advisors
Maryland
$222K -$5.7K -138 -3%
SIAP
140
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$218K -$5.3K -128 -2%
EMG
141
Ellington Management Group
Connecticut
$215K +$215K +5,200 New
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$196K -$2.96M -71,590 -94%
AIP
143
Ameritas Investment Partners
Nebraska
$185K +$10.7K +258 +6%
Victory Capital Management
144
Victory Capital Management
Texas
$155K -$269K -6,520 -63%
LWA
145
Lenox Wealth Advisors
New York
$139K +$413 +10 +0.3%
US Bancorp
146
US Bancorp
Minnesota
$139K +$12K +291 +9%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$129K
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$120K
PAM
149
Paradigm Asset Management
New York
$101K +$57.8K +1,400 +133%
TRCT
150
Tower Research Capital (TRC)
New York
$90K +$87.9K +2,119 +4,155%