WSFS Financial
WSFS
151 hedge funds and large institutions have $1.12B invested in WSFS Financial in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
76.85% more ownership
Funds ownership: 0% → 76.85% (+77%)
42% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 43
35% more capital invested
Capital invested by funds: $830M → $1.12B (+$287M)
9% more funds holding
Funds holding: 138 → 151 (+13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$9.73M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$9.32M |
| 3 |
O
OppenheimerFunds
New York
|
+$8.65M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.03M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.5M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$7.97M |
| 3 |
Millennium Management
New York
|
-$4M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$3.68M |
| 5 |
WC
Walthausen & Co
Malta,
New York
|
-$3.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
151
Tower Research Capital (TRC)
New York
| $4K | +$3.42K | +85 | New |
|
152
Arrowstreet Capital
Boston,
Massachusetts
| – | -$2.69M | -73,632 | Closed |
|
|
ACM
153
Ativo Capital Management
Chicago,
Illinois
| – | -$730K | -20,006 | Closed |
|
154
Tudor Investment Corp
Stamford,
Connecticut
| – | -$566K | -15,500 | Closed |
|
|
VKH
155
Virtu KCG Holdings
New York
| – | -$396K | -10,858 | Closed |
|
156
Citadel Advisors
Miami,
Florida
| – | -$367K | -10,070 | Closed |
|
|
SCM
157
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$222K | -6,093 | Closed |
|
|
GC
158
Guggenheim Capital
Chicago,
Illinois
| – | -$209K | -5,712 | Closed |
|
159
Jane Street
New York
| – | -$202K | -5,534 | Closed |
|
|
EMG
160
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$201K | -5,500 | Closed |
|
161
Walleye Trading
New York
| – | -$86K | -2,346 | Closed |
|
|
KTC
162
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$29K | -784 | Closed |
|
WSFS Hedge Fund Activity: Q4 2016 in Review
151 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2016, worth a combined $1.12B — up 35% from $830M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new WSFS positions and 11 closed out — a net gain of 14 holders — while 61 added to existing stakes and 43 trimmed.
The largest buyer was Penn Capital Management, opening a new position worth an estimated $9.73M. The largest seller was Fidelity Investments, cutting an estimated $13.5M.
- 151 institutional investors held WSFS Financial (WSFS) as of Q4 2016, up from 138 in Q3 2016.
- Funds reported $1.12B of WSFS Financial stock for Q4 2016, up 35% quarter-over-quarter.
- 25 funds opened new WSFS Financial positions in Q4 2016 and 11 closed out, a net change of +14 holders.
- The largest WSFS Financial buyer in Q4 2016 was Penn Capital Management, an estimated $9.73M added.
- The largest WSFS Financial seller in Q4 2016 was Fidelity Investments, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2016.