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WSFS Financial

231 hedge funds and large institutions have $2.29B invested in WSFS Financial in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 103 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $2.6B → $2.29B (-$307M)

38% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 103

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$91K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$19.5M
2 +$15.9M
3 +$5.44M
4
State Street
State Street
Massachusetts
+$5.1M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$3.92M

Top Sellers

1 -$45.9M
2 -$22.4M
3 -$12.1M
4
Invesco
Invesco
Georgia
-$7.64M
5
CB
Cooke & Bieler
Pennsylvania
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$328K
152
$322K
153
$318K
154
$314K
155
$313K
156
$307K
157
$297K
158
$284K
159
$269K
160
$261K
161
$251K
162
$247K
163
$234K
164
$229K
165
$220K
166
$213K
167
$209K
168
$207K
169
$204K
170
$204K
171
$203K
172
$176K
173
$175K
174
$168K
175
$149K