WSFS Financial
WSFS
154 hedge funds and large institutions have $1.35B invested in WSFS Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
11% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 46
11% more capital invested
Capital invested by funds: $1.21B → $1.35B (+$131M)
8% more funds holding
Funds holding: 142 → 154 (+12)
0.69% less ownership
Funds ownership: 80.71% → 80.03% (-0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.58M |
| 2 |
O
OppenheimerFunds
New York
|
+$6.26M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$4.58M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$4.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$27.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.2M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$6.59M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$1.49M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NL
151
NVWM LLC
Yardley,
Pennsylvania
| $14K | – | – | – |
|
|
SPIA
152
Steward Partners Investment Advisory
New York
| $5K | – | – | – |
|
|
AG
153
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|
|
QI
154
QS Investors
New York
| $2K | – | – | – |
|
155
Marshall Wace
London,
United Kingdom
| – | -$508K | -10,600 | Closed |
|
156
Balyasny Asset Management
Chicago,
Illinois
| – | -$431K | -9,000 | Closed |
|
|
CI
157
Cigna Investments
Bloomfield,
Connecticut
| – | -$355K | -7,409 | Closed |
|
|
MWP
158
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$319K | -6,656 | Closed |
|
159
Man Group
London,
United Kingdom
| – | -$306K | -6,385 | Closed |
|
|
ARTA
160
A.R.T. Advisors
New York
| – | -$301K | -6,300 | Closed |
|
WSFS Hedge Fund Activity: Q2 2018 in Review
154 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2018, worth a combined $1.35B — up 11% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new WSFS positions and 6 closed out — a net gain of 13 holders — while 51 added to existing stakes and 46 trimmed.
The largest buyer was BlackRock, adding an estimated $8.58M. The largest seller was Northern Trust, cutting an estimated $27.4M.
- 154 institutional investors held WSFS Financial (WSFS) as of Q2 2018, up from 142 in Q1 2018.
- Funds reported $1.35B of WSFS Financial stock for Q2 2018, up 11% quarter-over-quarter.
- 19 funds opened new WSFS Financial positions in Q2 2018 and 6 closed out, a net change of +13 holders.
- The largest WSFS Financial buyer in Q2 2018 was BlackRock, an estimated $8.58M added.
- The largest WSFS Financial seller in Q2 2018 was Northern Trust, an estimated $27.4M sold.
Based on aggregated 13F filings for Q2 2018.