WSFS Financial
WSFS
142 hedge funds and large institutions have $1.24B invested in WSFS Financial in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 15 closing their positions.
10% more capital invested
Capital invested by funds: $1.13B → $1.24B (+$117M)
2.18% more ownership
Funds ownership: 79.04% → 81.22% (+2.2%)
3% less funds holding
Funds holding: 146 → 142 (-4)
13% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 15
15% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$33.9M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$4.31M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.12M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.85M |
| 5 |
BlackRock
New York
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$7.97M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.64M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.23M |
| 4 |
MCM
Maltese Capital Management
New York
|
-$2.83M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$2.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
151
Laurion Capital Management
New York
| – | -$274K | -6,034 | Closed |
|
|
OSAM
152
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$134K | -2,960 | Closed |
|
153
Walleye Trading
New York
| – | -$116 | -2,555 | Closed |
|
|
PAM
154
Panagora Asset Management
Boston,
Massachusetts
| – | -$104K | -2,306 | Closed |
|
155
Creative Planning
Overland Park,
Kansas
| – | -$34K | -753 | Closed |
|
|
AIM
156
Acrospire Investment Management
Chicago,
Illinois
| – | -$5K | -121 | Closed |
|
WSFS Hedge Fund Activity: Q3 2017 in Review
142 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2017, worth a combined $1.24B — up 10% from $1.13B a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of WSFS and 13 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 46 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $33.9M. The largest seller was Pzena Investment Management, cutting an estimated $7.97M.
- 142 institutional investors held WSFS Financial (WSFS) as of Q3 2017, down from 146 in Q2 2017.
- Funds reported $1.24B of WSFS Financial stock for Q3 2017, up 10% quarter-over-quarter.
- 13 funds opened new WSFS Financial positions in Q3 2017 and 15 closed out, a net change of -2 holders.
- The largest WSFS Financial buyer in Q3 2017 was T. Rowe Price Associates, an estimated $33.9M added.
- The largest WSFS Financial seller in Q3 2017 was Pzena Investment Management, an estimated $7.97M sold.
Based on aggregated 13F filings for Q3 2017.