WSFS Financial
WSFS
178 hedge funds and large institutions have $1.89B invested in WSFS Financial in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
8% more funds holding
Funds holding: 165 → 178 (+13)
4% more call options, than puts
Call options by funds: $400K | Put options by funds: $386K
0.04% more ownership
Funds ownership: 82.54% → 82.58% (+0.04%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $1.93B → $1.89B (-$34.5M)
14% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$23.9M |
| 2 |
Millennium Management
New York
|
+$8.46M |
| 3 |
MAP
Moody Aldrich Partners
Marblehead,
Massachusetts
|
+$6M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.2M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$5.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$48.5M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$17.7M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$8.34M |
| 4 |
Renaissance Technologies
New York
|
-$7.44M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PHK
176
Point72 Hong Kong
Hong Kong
| $1K | +$656 | +15 | New |
|
|
AIM
177
Aigen Investment Management
New York
| $1K | +$1.31K | +30 | New |
|
178
TD Asset Management
Toronto,
Ontario, Canada
| – | -$966K | -21,896 | Closed |
|
|
DTL
179
Dynamic Technology Lab
Singapore
| – | -$451K | -10,226 | Closed |
|
|
PP
180
Palladium Partners
Norfolk,
Virginia
| – | -$424K | -9,000 | Closed |
|
|
FB
181
Fulton Bank
Lancaster,
Pennsylvania
| – | -$327K | -7,425 | Closed |
|
|
CIM
182
CIM Investment Management
Pittsburgh,
Pennsylvania
| – | -$278K | -6,303 | Closed |
|
|
TI
183
Trexquant Investment
Stamford,
Connecticut
| – | -$223K | -5,056 | Closed |
|
|
AAM
184
Advisors Asset Management
Monument,
Colorado
| – | -$28K | -625 | Closed |
|
WSFS Hedge Fund Activity: Q4 2019 in Review
178 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2019, worth a combined $1.89B — down 1.8% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new WSFS positions and 7 closed out — a net gain of 14 holders — while 55 added to existing stakes and 64 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $23.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $48.5M.
- 178 institutional investors held WSFS Financial (WSFS) as of Q4 2019, up from 165 in Q3 2019.
- Funds reported $1.89B of WSFS Financial stock for Q4 2019, down 1.8% quarter-over-quarter.
- 21 funds opened new WSFS Financial positions in Q4 2019 and 7 closed out, a net change of +14 holders.
- The largest WSFS Financial buyer in Q4 2019 was Janus Henderson Group, an estimated $23.9M added.
- The largest WSFS Financial seller in Q4 2019 was T. Rowe Price Associates, an estimated $48.5M sold.
Based on aggregated 13F filings for Q4 2019.