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WSFS Financial

224 hedge funds and large institutions have $2.03B invested in WSFS Financial in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-6
Holders Change %
-2.61%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
71
Reduced
83
Closed
27
Calls
$38K
Puts
$320K
Net Calls
-$282K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Shares
Change %
Amundi
151
Amundi
France
$304K +$304K +8,401 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$297K +$75K +1,962 +34%
DT
153
Diversified Trust
Tennessee
$289K
SG Americas Securities
154
SG Americas Securities
New York
$288K +$164K +4,365 +133%
PAMS
155
Pictet Asset Management (Switzerland)
Switzerland
$272K
BSW
156
Buckingham Strategic Wealth
Missouri
$269K
MML Investors Services
157
MML Investors Services
Massachusetts
$263K +$47K +1,252 +22%
V
158
Veritable
Delaware
$255K
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$253K -$10.8K -286 -4%
XT
160
XTX Topco
Cayman Islands
$220K +$220K +5,843 New
PA
161
Profund Advisors
Maryland
$218K +$35.7K +948 +20%
AFG
162
Allegheny Financial Group
Pennsylvania
$206K +$602 +16 +0.3%
KBC Group
163
KBC Group
Belgium
$193K -$15.1K -401 -7%
Citadel Advisors
164
Citadel Advisors
Florida
$185K -$1.79M -47,591 -91%
AIP
165
Ameritas Investment Partners
Nebraska
$182K
DFCM
166
Dark Forest Capital Management
Puerto Rico
$140K +$140K +3,714 New
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$122K -$23.9K -635 -16%
US Bancorp
168
US Bancorp
Minnesota
$115K -$30.6K -814 -21%
BBPWM
169
Blue Bell Private Wealth Management
Pennsylvania
$114K
CMF
170
Counterpoint Mutual Funds
California
$109K +$109K +2,888 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$105K
TRCT
172
Tower Research Capital (TRC)
New York
$101K +$91.7K +2,428 +987%
BBHC
173
Brown Brothers Harriman & Co
New York
$94K +$94K +2,500 New
MFA
174
McClarren Financial Advisors
Pennsylvania
$94K
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$72K +$340 +9 +0.5%