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WSFS Financial
WSFS

231 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 38

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $2.22B → $2.55B (+$324M)

14% more funds holding

Funds holding: 202 → 231 (+29)

4.63% less ownership

Funds ownership: 94.44% → 89.81% (-4.6%)

Holders
231
Holders Change
+29
Holders Change %
+14.36%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
115
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$127M
2
Franklin Resources
Franklin Resources
California
+$67.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$51.4M
4
CIP
Champlain Investment Partners
Vermont
+$51.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$41M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$58.6M
2
Goldman Sachs
Goldman Sachs
New York
-$8.51M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.64M
4
Ameriprise
Ameriprise
Minnesota
-$5.3M
5
JAM
Jacobs Asset Management
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
151
M&T Bank
New York
$368K +$408K +7,877 New
PA
152
Profund Advisors
Maryland
$348K +$38.5K +742 +11%
BBHC
153
Brown Brothers Harriman & Co
New York
$336K +$373K +7,200 New
LIG
154
Lokken Investment Group
Delaware
$334K +$52 +1 +0%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$328K +$183K +3,526 +100%
SWM
156
SeaCrest Wealth Management
New York
$323K – – –
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$319K +$26.9K +520 +8%
V
158
Veritable
Delaware
$316K +$351K +6,769 New
HTC
159
Haverford Trust Company
Pennsylvania
$303K +$337K +6,504 New
WG
160
Winton Group
United Kingdom
$300K -$526K -10,143 -61%
WCA
161
Westover Capital Advisors
Delaware
$285K – – –
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$285K +$2.49K +48 +0.8%
DT
163
Diversified Trust
Tennessee
$279K +$310K +5,974 New
BSW
164
Buckingham Strategic Wealth
Missouri
$276K +$307K +5,922 New
FHB
165
First Hawaiian Bank
Hawaii
$271K -$518 -10 -0.2%
NC
166
NinePointTwo Capital
California
$264K – – –
CGH
167
Crossmark Global Holdings
Texas
$262K +$67.7K +1,307 +30%
US Bancorp
168
US Bancorp
Minnesota
$261K -$14.8K -285 -5%
AFG
169
Allegheny Financial Group
Pennsylvania
$252K +$280K +5,408 New
MML Investors Services
170
MML Investors Services
Massachusetts
$252K +$281K +5,413 New
SG Americas Securities
171
SG Americas Securities
New York
$246K -$3.67M -70,841 -93%
CIBC Asset Management
172
CIBC Asset Management
Ontario, Canada
$241K +$268K +5,163 New
AIP
173
Ameritas Investment Partners
Nebraska
$236K +$75.4K +1,455 +40%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$228K +$59.6K +1,150 +31%
JCM
175
Jacobi Capital Management
Pennsylvania
$217K +$241K +4,650 New
5 6
7
8 9

WSFS Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2022, worth a combined $2.55B — up 15% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WSFS positions and 29 closed out — a net gain of 30 holders — while 115 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $58.6M.

  • 231 institutional investors held WSFS Financial (WSFS) as of Q1 2022, up from 202 in Q4 2021.
  • Funds reported $2.55B of WSFS Financial stock for Q1 2022, up 15% quarter-over-quarter.
  • 59 funds opened new WSFS Financial positions in Q1 2022 and 29 closed out, a net change of +30 holders.
  • The largest WSFS Financial buyer in Q1 2022 was BlackRock, an estimated $127M added.
  • The largest WSFS Financial seller in Q1 2022 was JP Morgan Chase, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2022.