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WSFS Financial
WSFS

Overview Fund Activity

174 hedge funds and large institutions have $1.81B invested in WSFS Financial in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-16
Holders Change %
-8.42%
% of All Funds
3.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
64
Reduced
59
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$198M
2
Invesco
2
Invesco
Georgia
$43.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$55.9M
4
State Street
4
State Street
Massachusetts
$57.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$14.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.49M
2
Macquarie Group
2
Macquarie Group
Australia
$45.4M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$33.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$7.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$86K -$13.2K -321 -13%
FMT
152
First Mercantile Trust
Tennessee
$73K -$23.1K -555 -24%
OAM
153
Oppenheimer Asset Management
New York
$71K -$16K -387 -18%
AAM
154
Advisors Asset Management
Colorado
$58K -$1.25K -30 -2%
KCPG
155
Kavar Capital Partners Group
Kansas
$55K +$55K +1,320 New
MAM
156
Meeder Asset Management
Ohio
$54K – – –
SO
157
STRS Ohio
Ohio
$45K +$24.5K +600 +120%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$44K – – –
AG
159
Advisor Group
Arizona
$36K +$9.22K +223 +34%
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$27K +$27K +1,288 New
QCG
161
Quadrant Capital Group
Ohio
$19K – – –
PA
162
Parallel Advisors
California
$10K – – –
LC
163
Lindbrook Capital
California
$8K – – –
Point72 Asset Management
164
Point72 Asset Management
Connecticut
$8K +$8K +200 New
RIA
165
Realta Investment Advisors
Delaware
$6K – – –
CFN
166
Cordasco Financial Network
Florida
$5K – – –
LTFS
167
Ladenburg Thalmann Financial Services
Florida
$3K -$640 -16 -18%
VCM
168
Versant Capital Management
Arizona
$3K -$95 -3 -3%
SPIA
169
Steward Partners Investment Advisory
New York
$3K +$3K +93 New
GC
170
Globeflex Capital
California
$2K +$2K +37 New
GT
171
Glenmede Trust
Pennsylvania
$211 – – –
Marshall Wace
172
Marshall Wace
United Kingdom
– -$9.21M -238,610 Closed
SS
173
Simplicity Solutions
Minnesota
– -$2.31M -59,925 Closed
APG Asset Management
174
APG Asset Management
Netherlands
– -$1.08M -31,300 Closed
WCM
175
Weld Capital Management
New York
– -$965K -25,001 Closed
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