WSFS Financial
WSFS
146 hedge funds and large institutions have $1.2B invested in WSFS Financial in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 14 closing their positions.
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
3% more funds holding
Funds holding: 142 → 146 (+4)
3% less capital invested
Capital invested by funds: $1.24B → $1.2B (-$40M)
9% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 53
1.08% less ownership
Funds ownership: 81.22% → 80.15% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$15.7M |
| 2 |
Millennium Management
New York
|
+$2.97M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.84M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$2.84M |
| 5 |
BlackRock
New York
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$15.5M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$9.43M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$5.17M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.53M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$2.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SO
151
STRS Ohio
Columbus,
Ohio
| – | -$360K | -7,400 | Closed |
|
|
CPIM
152
Columbia Partners Investment Management
Alexandria,
Virginia
| – | -$351K | -7,219 | Closed |
|
|
TBA
153
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| – | -$244K | -5,000 | Closed |
|
154
D.E. Shaw & Co
New York
| – | -$217K | -4,455 | Closed |
|
155
Axa
Paris,
France
| – | -$215K | -4,400 | Closed |
|
|
CF
156
CNA Financial
Chicago,
Illinois
| – | -$203K | -4,169 | Closed |
|
|
OAM
157
Oppenheimer Asset Management
New York
| – | -$132K | -2,716 | Closed |
|
|
MAM
158
Meeder Asset Management
Dublin,
Ohio
| – | -$16K | -325 | Closed |
|
|
LWA
159
Lenox Wealth Advisors
New York
| – | -$3K | -65 | Closed |
|
|
VCM
160
Virtue Capital Management
Brentwood,
Tennessee
| – | +$148 | +3 | New |
|
WSFS Hedge Fund Activity: Q4 2017 in Review
146 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2017, worth a combined $1.2B — down 3.2% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new WSFS positions and 14 closed out — a net gain of 4 holders — while 48 added to existing stakes and 53 trimmed.
The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $15.7M. The largest seller was Sentinel Asset Management, exiting entirely with an estimated $15.5M sold.
- 146 institutional investors held WSFS Financial (WSFS) as of Q4 2017, up from 142 in Q3 2017.
- Funds reported $1.2B of WSFS Financial stock for Q4 2017, down 3.2% quarter-over-quarter.
- 18 funds opened new WSFS Financial positions in Q4 2017 and 14 closed out, a net change of +4 holders.
- The largest WSFS Financial buyer in Q4 2017 was Fort Washington Investment Advisors, an estimated $15.7M added.
- The largest WSFS Financial seller in Q4 2017 was Sentinel Asset Management, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2017.