WSFS Financial
WSFS
142 hedge funds and large institutions have $1.21B invested in WSFS Financial in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 18 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 48
1% more capital invested
Capital invested by funds: $1.2B → $1.21B (+$10.3M)
0.57% more ownership
Funds ownership: 80.15% → 80.71% (+0.57%)
3% less funds holding
Funds holding: 146 → 142 (-4)
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$12M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$6.88M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$4.99M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$3.81M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$8.26M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$5.77M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.18M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.01M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$3.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Victory Capital Management
San Antonio,
Texas
| – | -$261K | -5,458 | Closed |
|
152
Parallax Volatility Advisers
San Francisco,
California
| – | -$223K | -4,662 | Closed |
|
153
ProShare Advisors
Bethesda,
Maryland
| – | -$215K | -4,487 | Closed |
|
|
ST
154
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$35K | -729 | Closed |
|
|
HNB
155
Huntington National Bank
Columbus,
Ohio
| – | -$25K | -523 | Closed |
|
|
TRCT
156
Tower Research Capital (TRC)
New York
| – | -$25K | -515 | Closed |
|
|
STA
157
Summit Trail Advisors
New York
| – | -$13K | -243 | Closed |
|
|
DCM
158
Delpha Capital Management
New York
| – | -$8K | -177 | Closed |
|
159
AssetMark Inc
Concord,
California
| – | -$1K | -15 | Closed |
|
WSFS Hedge Fund Activity: Q1 2018 in Review
142 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2018, worth a combined $1.21B — up 0.86% from $1.2B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of WSFS and 15 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 49 added.
The largest buyer was OppenheimerFunds, adding an estimated $12M. The largest seller was Aberdeen Group, cutting an estimated $8.26M.
- 142 institutional investors held WSFS Financial (WSFS) as of Q1 2018, down from 146 in Q4 2017.
- Funds reported $1.21B of WSFS Financial stock for Q1 2018, up 0.86% quarter-over-quarter.
- 15 funds opened new WSFS Financial positions in Q1 2018 and 18 closed out, a net change of -3 holders.
- The largest WSFS Financial buyer in Q1 2018 was OppenheimerFunds, an estimated $12M added.
- The largest WSFS Financial seller in Q1 2018 was Aberdeen Group, an estimated $8.26M sold.
Based on aggregated 13F filings for Q1 2018.