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WSFS Financial
WSFS

165 hedge funds and large institutions have $1.93B invested in WSFS Financial in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.81B → $1.93B (+$123M)

0.66% more ownership

Funds ownership: 81.88% → 82.54% (+0.66%)

6% less funds holding

Funds holding: 175 → 165 (-10)

20% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 60

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
165
Holders Change
-10
Holders Change %
-5.71%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
48
Reduced
60
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$26.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$14.2M
3
FCM
Frontier Capital Management
Massachusetts
+$13.5M
4
KCM
Kennedy Capital Management
Missouri
+$11.9M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$6.31M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$12.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$10.4M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$8.76M
4
State Street
State Street
Massachusetts
-$6.35M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
176
Cubist Systematic Strategies
Connecticut
– -$660K -15,981 Closed
GCP
177
GSA Capital Partners
United Kingdom
– -$601K -14,554 Closed
AIS
178
AlphaOne Investment Services
Pennsylvania
– -$564K -13,660 Closed
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$439K -10,640 Closed
USAA
180
United Services Automobile Association
Texas
– -$340K -8,244 Closed
Balyasny Asset Management
181
Balyasny Asset Management
Illinois
– -$268K -6,481 Closed
BUB
182
BBVA USA Bancshares
Texas
– -$253K -6,145 Closed
Canada Life
183
Canada Life
Manitoba, Canada
– -$242K -5,860 Closed
CI
184
Cigna Investments
Connecticut
– -$225K -5,310 Closed
EMG
185
Ellington Management Group
Connecticut
– -$215K -5,200 Closed
HC
186
Henshaw Capital
Massachusetts
– -$202K -4,900 Closed
KCPG
187
Kavar Capital Partners Group
Kansas
– -$55K -1,320 Closed
Point72 Asset Management
188
Point72 Asset Management
Connecticut
– -$8K -200 Closed
4 5 6 7
8

WSFS Hedge Fund Activity: Q3 2019 in Review

165 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2019, worth a combined $1.93B — up 6.8% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of WSFS and 17 opened new positions — a net loss of 10 holders — while 60 trimmed existing stakes and 48 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $26.2M. The largest seller was Macquarie Group, cutting an estimated $12.3M.

  • 165 institutional investors held WSFS Financial (WSFS) as of Q3 2019, down from 175 in Q2 2019.
  • Funds reported $1.93B of WSFS Financial stock for Q3 2019, up 6.8% quarter-over-quarter.
  • 17 funds opened new WSFS Financial positions in Q3 2019 and 27 closed out, a net change of -10 holders.
  • The largest WSFS Financial buyer in Q3 2019 was T. Rowe Price Associates, an estimated $26.2M added.
  • The largest WSFS Financial seller in Q3 2019 was Macquarie Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2019.