WSFS Financial
WSFS
146 hedge funds and large institutions have $1.13B invested in WSFS Financial in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
16% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 50
0.92% more ownership
Funds ownership: 78.12% → 79.04% (+0.92%)
0% more funds holding
Funds holding: 146 → 146 (0)
0% less capital invested
Capital invested by funds: $1.13B → $1.13B (-$1.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
+$14.4M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$10.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.03M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$7.16M |
| 5 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
+$5.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.6M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
-$6.22M |
| 3 |
JP Morgan Chase
New York
|
-$5.12M |
| 4 |
MCM
Maltese Capital Management
New York
|
-$4.76M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
D.E. Shaw & Co
New York
| – | -$400K | -8,712 | Closed |
|
|
AL
152
Airain Ltd
St. Peter Port,
Guernsey
| – | -$267K | -5,817 | Closed |
|
|
JIM
153
Jupiter Investment Management
London,
United Kingdom
| – | -$212K | -4,626 | Closed |
|
|
FIM
154
Freedom Investment Management
Hartford,
Connecticut
| – | -$208K | -4,530 | Closed |
|
155
Axa
Paris,
France
| – | -$202K | -4,400 | Closed |
|
|
LA
156
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$37K | -808 | Closed |
|
|
PA
157
Parallel Advisors
San Francisco,
California
| – | +$229 | +5 | New |
|
WSFS Hedge Fund Activity: Q2 2017 in Review
146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2017, worth a combined $1.13B — down 0.13% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WSFS positions and 11 closed out — a net gain of 2 holders — while 58 added to existing stakes and 50 trimmed.
The largest buyer was Sentinel Asset Management, opening a new position worth an estimated $14.4M. The largest seller was Fidelity Investments, cutting an estimated $35.6M.
- 146 institutional investors held WSFS Financial (WSFS) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $1.13B of WSFS Financial stock for Q2 2017, down 0.13% quarter-over-quarter.
- 13 funds opened new WSFS Financial positions in Q2 2017 and 11 closed out, a net change of +2 holders.
- The largest WSFS Financial buyer in Q2 2017 was Sentinel Asset Management, an estimated $14.4M added.
- The largest WSFS Financial seller in Q2 2017 was Fidelity Investments, an estimated $35.6M sold.
Based on aggregated 13F filings for Q2 2017.