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WSFS Financial
WSFS

Overview Fund Activity

165 hedge funds and large institutions have $1.93B invested in WSFS Financial in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-9
Holders Change %
-5.17%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
48
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$184M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$51.6M
3
FCM
3
Frontier Capital Management
Massachusetts
$42.7M
4
KCM
4
Kennedy Capital Management
Missouri
$12.5M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$6.61M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$35.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$26.6M
4
State Street
4
State Street
Massachusetts
$55.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$261K -$533K -12,070 -67%
SG Americas Securities
127
SG Americas Securities
New York
$246K -$718K -16,299 -74%
SIAP
128
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K – – –
TI
129
Trexquant Investment
Connecticut
$223K +$223K +5,056 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$219K +$9.95K +226 +5%
Jane Street
131
Jane Street
New York
$216K +$216K +4,887 New
Creative Planning
132
Creative Planning
Kansas
$203K +$203K +4,612 New
AIP
133
Ameritas Investment Partners
Nebraska
$197K – – –
US Bancorp
134
US Bancorp
Minnesota
$159K +$10.5K +238 +7%
LWA
135
Lenox Wealth Advisors
New York
$149K +$442 +10 +0.3%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$138K – – –
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$128K – – –
PAM
138
Paradigm Asset Management
New York
$108K – – –
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$95K +$3.11K +71 +3%
SO
140
STRS Ohio
Ohio
$88K +$39.6K +900 +82%
MAM
141
Meeder Asset Management
Ohio
$58K – – –
FMT
142
First Mercantile Trust
Tennessee
$57K -$20.8K -470 -27%
OAM
143
Oppenheimer Asset Management
New York
$57K -$18.9K -428 -25%
FANJ
144
Financial Architects (New Jersey)
New Jersey
$47K – – –
FQ
145
First Quadrant
California
$44K -$1.56M -35,126 -97%
AAM
146
Advisors Asset Management
Colorado
$28K -$34.5K -770 -55%
TRCT
147
Tower Research Capital (TRC)
New York
$26K -$68.8K -1,575 -73%
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$26K -$30.6K -696 -54%
QCG
149
Quadrant Capital Group
Ohio
$21K – – –
AG
150
Advisor Group
Arizona
$20K -$16.7K -396 -45%
4 5
6
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