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WSFS Financial
WSFS

Overview Fund Activity

232 hedge funds and large institutions have $2.51B invested in WSFS Financial in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-7
Holders Change %
-2.93%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
72
Reduced
95
Closed
27
Calls
$686K
Puts
–
Net Calls
+$686K
Net Calls Change
+$99K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$142M
2
American Century Companies
2
American Century Companies
Missouri
$41.2M
3
Invesco
3
Invesco
Georgia
$43M
4
Jennison Associates
4
Jennison Associates
New York
$23.1M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$183M

Top Sellers

1
BlackRock
1
BlackRock
New York
$405M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13.3M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$41.2M
5
MFA
5
McClarren Financial Advisors
Pennsylvania
$118K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
151
MML Investors Services
Massachusetts
$303K -$41.6K -885 -12%
SO
152
STRS Ohio
Ohio
$296K -$160K -3,400 -35%
WCA
153
Westover Capital Advisors
Delaware
$292K -$3.76K -80 -1%
MA
154
Mutual Advisors
Nebraska
$287K +$679 +12 +0.2%
AG
155
Algert Global
California
$285K +$285K +6,072 New
FFM
156
Forum Financial Management
Illinois
$284K +$141 +3 +0%
AIP
157
Ameritas Investment Partners
Nebraska
$283K – – –
Balyasny Asset Management
158
Balyasny Asset Management
Illinois
$282K -$1.27M -27,123 -82%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$282K +$1.88K +40 +0.7%
SA
160
Sanctuary Advisors
Indiana
$275K +$275K +6,413 New
Truist Financial
161
Truist Financial
North Carolina
$267K -$7.8K -166 -3%
GC
162
Guggenheim Capital
Illinois
$267K -$8.46K -180 -3%
XT
163
XTX Topco
Cayman Islands
$257K +$257K +5,477 New
BSW
164
Buckingham Strategic Wealth
Missouri
$252K – – –
PA
165
Profund Advisors
Maryland
$248K +$21.2K +452 +9%
TSS
166
Two Sigma Securities
New York
$239K +$239K +5,094 New
AFG
167
Allegheny Financial Group
Pennsylvania
$237K -$24.4K -519 -9%
HighTower Advisors
168
HighTower Advisors
Illinois
$236K +$21.7K +458 +10%
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
$232K +$8.84K +188 +4%
OR
170
Olympiad Research
Connecticut
$214K -$185K -3,936 -46%
JCM
171
Jacobi Capital Management
Pennsylvania
$212K – – –
AWM
172
Affinity Wealth Management
Delaware
$211K -$5.12K -109 -2%
PCM
173
Prelude Capital Management
New York
$205K -$178K -3,778 -46%
AG
174
Ascent Group
Virginia
$201K +$201K +4,270 New
Fidelity Investments
175
Fidelity Investments
Massachusetts
$190K +$32.7K +696 +21%
5 6
7
8 9