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WSFS Financial
WSFS

Overview Fund Activity

230 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, 102 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-5
Holders Change %
-2.13%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
64
Reduced
102
Closed
15
Calls
$91K
Puts
$5K
Net Calls
+$86K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$33.6M
2
CIP
2
Champlain Investment Partners
Vermont
$58.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.51M
4
State Street
4
State Street
Massachusetts
$119M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$7.66M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$43.3M
2
BlackRock
2
BlackRock
New York
$405M
3
Jennison Associates
3
Jennison Associates
New York
$17.6M
4
Invesco
4
Invesco
Georgia
$38.3M
5
CB
5
Cooke & Bieler
Pennsylvania
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$322K -$97.4K -2,149 -23%
CIBC Asset Management
152
CIBC Asset Management
Ontario, Canada
$318K +$65K +1,434 +26%
SWM
153
SeaCrest Wealth Management
New York
$314K – – –
M&T Bank
154
M&T Bank
New York
$313K +$22.6K +499 +8%
V
155
Veritable
Delaware
$307K – – –
PAG
156
Private Advisor Group
New Jersey
$297K +$4.73K +525 +2%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$284K -$26.1K -533 -8%
BSW
158
Buckingham Strategic Wealth
Missouri
$269K – – –
MML Investors Services
159
MML Investors Services
Massachusetts
$261K -$2.22K -49 -0.8%
KBC Group
160
KBC Group
Belgium
$251K – – –
AFG
161
Allegheny Financial Group
Pennsylvania
$247K +$816 +18 +0.3%
AIP
162
Ameritas Investment Partners
Nebraska
$234K – – –
CGH
163
Crossmark Global Holdings
Texas
$229K -$22.8K -502 -9%
PA
164
Profund Advisors
Maryland
$220K -$2.31K -51 -1%
KeyBank National Association
165
KeyBank National Association
Ohio
$213K -$38.2K -842 -15%
AWM
166
Affinity Wealth Management
Delaware
$209K – – –
ECM
167
ExodusPoint Capital Management
New York
$207K -$127K -2,807 -38%
JCM
168
Jacobi Capital Management
Pennsylvania
$204K – – –
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$204K -$2.91K -64 -1%
DDC
170
DF Dent & Co
Maryland
$203K – – –
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$176K +$7.98K +176 +5%
US Bancorp
172
US Bancorp
Minnesota
$175K -$52.4K -1,156 -23%
Dimensional Fund Advisors
173
Dimensional Fund Advisors
Texas
$168K +$637 +14,039 +0.4%
SG Americas Securities
174
SG Americas Securities
New York
$149K -$454K -9,996 -75%
BBPWM
175
Blue Bell Private Wealth Management
Pennsylvania
$137K – – –
5 6
7
8 9