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WSFS Financial
WSFS

160 hedge funds and large institutions have $1.27B invested in WSFS Financial in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

4.95% more ownership

Funds ownership: 80.03% → 84.98% (+5%)

4% more funds holding

Funds holding: 154 → 160 (+6)

5% less capital invested

Capital invested by funds: $1.35B → $1.27B (-$71.7M)

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
63
Reduced
41
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Palisade Capital Management
New Jersey
+$16.7M
2
Macquarie Group
Macquarie Group
Australia
+$13.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$10.9M
4
O
OppenheimerFunds
New York
+$9.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$8.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$39.3M
2
Jennison Associates
Jennison Associates
New York
-$9.08M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$9.04M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.73M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$22K – – –
FANJ
152
Financial Architects (New Jersey)
New Jersey
$19K -$10.3K -200 -33%
WAM
153
Wealthspire Advisors (Maryland)
Maryland
$19K +$20.3K +394 New
NIT
154
NumerixS Investment Technologies
British Columbia, Canada
$14K +$15.4K +300 New
NL
155
NVWM LLC
Pennsylvania
$13K – – –
DAM
156
Delta Asset Management
Tennessee
$9K +$10.3K +200 New
SPIA
157
Steward Partners Investment Advisory
New York
$4K – – –
WSTAM
158
Wilbanks Smith & Thomas Asset Management
Virginia
$2K +$1.8K +35 New
PHK
159
Point72 Hong Kong
Hong Kong
$1K +$1.03K +20 New
EMFAT
160
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$9.04M -169,608 Closed
State Board of Administration of Florida Retirement System
161
State Board of Administration of Florida Retirement System
Florida
– -$1.35M -25,418 Closed
MWNA
162
Marshall Wace North America
New York
– -$1.21M -22,637 Closed
BIM
163
Bogle Investment Management
Massachusetts
– -$1.09M -20,371 Closed
SG Americas Securities
164
SG Americas Securities
New York
– -$782K -14,667 Closed
Allianz Asset Management
165
Allianz Asset Management
Germany
– -$614K -11,512 Closed
ZCM
166
Zebra Capital Management
Connecticut
– -$547K -10,271 Closed
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
– -$463K -8,678 Closed
HA
168
Harbor Advisors
Florida
– -$350K -6,560 Closed
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
– -$340K -6,373 Closed
HCM
170
Highbridge Capital Management
New York
– -$324K -6,080 Closed
AB
171
Amalgamated Bank
New York
– -$225K -4,227 Closed
CF
172
CNA Financial
Illinois
– -$222K -4,169 Closed
BCM
173
BlueCrest Capital Management
Jersey
– -$218K -4,082 Closed
TBA
174
Tower Bridge Advisors
Pennsylvania
– -$213K -4,000 Closed
ProShare Advisors
175
ProShare Advisors
Maryland
– -$212K -3,972 Closed
4 5 6
7
8

WSFS Hedge Fund Activity: Q3 2018 in Review

160 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2018, worth a combined $1.27B — down 5.3% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSFS positions and 21 closed out — a net gain of 6 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Palisade Capital Management, opening a new position worth an estimated $16.7M. The largest seller was Goldman Sachs, cutting an estimated $39.3M.

  • 160 institutional investors held WSFS Financial (WSFS) as of Q3 2018, up from 154 in Q2 2018.
  • Funds reported $1.27B of WSFS Financial stock for Q3 2018, down 5.3% quarter-over-quarter.
  • 27 funds opened new WSFS Financial positions in Q3 2018 and 21 closed out, a net change of +6 holders.
  • The largest WSFS Financial buyer in Q3 2018 was Palisade Capital Management, an estimated $16.7M added.
  • The largest WSFS Financial seller in Q3 2018 was Goldman Sachs, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2018.