WSFS Financial
WSFS
233 hedge funds and large institutions have $2.26B invested in WSFS Financial in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 104 reducing their positions, and 17 closing their positions.
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
1% more funds holding
Funds holding: 231 → 233 (+2)
2.74% less ownership
Funds ownership: 89.81% → 87.06% (-2.7%)
11% less capital invested
Capital invested by funds: $2.55B → $2.26B (-$288M)
38% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 104
86% less call options, than puts
Call options by funds: $36K | Put options by funds: $261K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$29.1M |
| 2 |
Pzena Investment Management
New York
|
+$18.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.8M |
| 4 |
Goldman Sachs
New York
|
+$6.75M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$6.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$11.7M |
| 2 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$10.1M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$9.98M |
| 4 |
State Street
Boston,
Massachusetts
|
-$9.03M |
| 5 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
-$8.27M |
WSFS Hedge Fund Activity: Q2 2022 in Review
233 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2022, worth a combined $2.26B — down 11% from $2.55B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new WSFS positions and 17 closed out — a net gain of 9 holders — while 65 added to existing stakes and 104 trimmed.
The largest buyer was Franklin Resources, adding an estimated $29.1M. The largest seller was Nuveen, cutting an estimated $11.7M.
- 233 institutional investors held WSFS Financial (WSFS) as of Q2 2022, up from 231 in Q1 2022.
- Funds reported $2.26B of WSFS Financial stock for Q2 2022, down 11% quarter-over-quarter.
- 26 funds opened new WSFS Financial positions in Q2 2022 and 17 closed out, a net change of +9 holders.
- The largest WSFS Financial buyer in Q2 2022 was Franklin Resources, an estimated $29.1M added.
- The largest WSFS Financial seller in Q2 2022 was Nuveen, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2022.