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WSFS Financial

207 hedge funds and large institutions have $2.02B invested in WSFS Financial in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-17
Holders Change %
-7.59%
% of All Funds
3.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
69
Reduced
87
Closed
33
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$304K
Name Holding Trade Value Shares
Change
Shares
Change %
WCA
151
Westover Capital Advisors
Delaware
$231K -$189K -5,000 -45%
PAMS
152
Pictet Asset Management (Switzerland)
Switzerland
$217K -$55.3K -1,465 -20%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$213K -$92.1K -2,347 -30%
CGH
154
Crossmark Global Holdings
Texas
$208K +$208K +4,765 New
AFG
155
Allegheny Financial Group
Pennsylvania
$207K +$943 +25 +0.5%
E
156
Ergoteles
New York
$206K -$861K -22,823 -81%
BSW
157
Buckingham Strategic Wealth
Missouri
$205K -$18.2K -483 -8%
CC
158
Centiva Capital
New York
$200K +$200K +5,306 New
AIP
159
Ameritas Investment Partners
Nebraska
$191K +$8.64K +229 +5%
KBC Group
160
KBC Group
Belgium
$174K -$19.6K -518 -10%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$127K +$4.26K +113 +3%
BBPWM
162
Blue Bell Private Wealth Management
Pennsylvania
$114K
US Bancorp
163
US Bancorp
Minnesota
$111K -$4.56K -121 -4%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$105K
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$97.7K +$25.8K +685 +36%
MFA
166
McClarren Financial Advisors
Pennsylvania
$95K
Fidelity Investments
167
Fidelity Investments
Massachusetts
$94.9K -$252K -6,673 -73%
Allspring Global Investments
168
Allspring Global Investments
North Carolina
$91.7K +$72.8K +1,931 +385%
HIA
169
Harbor Investment Advisory
Maryland
$63.1K
FHA
170
First Horizon Advisors
Tennessee
$51.4K -$2.11K -56 -4%
GRP
171
Global Retirement Partners
California
$47.8K -$6.56K -174 -12%
SO
172
STRS Ohio
Ohio
$45K +$18.8K +500 +71%
TRCT
173
Tower Research Capital (TRC)
New York
$39K -$61.8K -1,639 -61%
SC
174
SouthState Corp
Florida
$37.7K
KFI
175
Key Financial Inc
Pennsylvania
$37K