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WSFS Financial
WSFS

169 hedge funds and large institutions have $1.24B invested in WSFS Financial in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

15% more capital invested

Capital invested by funds: $1.07B → $1.24B (+$165M)

11% more funds holding

Funds holding: 152 → 169 (+17)

1.37% more ownership

Funds ownership: 83.92% → 85.3% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

33% less call options, than puts

Call options by funds: $652K | Put options by funds: $976K

Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
72
Reduced
42
Closed
16
Calls
$652K
Puts
$976K
Net Calls
-$324K
Net Calls Change
+$202K

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$10.7M
2
Jennison Associates
Jennison Associates
New York
+$7.38M
3
WC
Walthausen & Co
New York
+$6.48M
4
FCM
Frontier Capital Management
Massachusetts
+$5.21M
5
PCMF
Private Capital Management (Florida)
Florida
+$5.2M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.4M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$15.9M
3
EAM
Eagle Asset Management
Florida
-$10.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$7.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
176
Meeder Asset Management
Ohio
– -$33K -1,305 Closed
OAM
177
Oppenheimer Asset Management
New York
– -$31K -1,233 Closed
KFI
178
Key Financial Inc
Pennsylvania
– -$30K -1,204 Closed
QCG
179
Quadrant Capital Group
Ohio
– -$4K -152 Closed
VCM
180
Versant Capital Management
Arizona
– -$1K -71 Closed
GC
181
Globeflex Capital
California
– -$1K -37 Closed
BCA
182
Berman Capital Advisors
Georgia
– -$371 -14 -56%
FGAM
183
Financial Gravity Asset Management
Texas
– -$129 -5 Closed
GWS
184
Glassman Wealth Services
Virginia
– +$106 +4 New
PFO
185
Pathstone Family Office
New Jersey
– +$265 +10 New
4 5 6 7
8

WSFS Hedge Fund Activity: Q2 2020 in Review

169 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2020, worth a combined $1.24B — up 15% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WSFS positions and 16 closed out — a net gain of 17 holders — while 72 added to existing stakes and 42 trimmed.

The largest buyer was Macquarie Group, adding an estimated $10.7M. The largest seller was Fidelity Investments, cutting an estimated $26.4M.

  • 169 institutional investors held WSFS Financial (WSFS) as of Q2 2020, up from 152 in Q1 2020.
  • Funds reported $1.24B of WSFS Financial stock for Q2 2020, up 15% quarter-over-quarter.
  • 33 funds opened new WSFS Financial positions in Q2 2020 and 16 closed out, a net change of +17 holders.
  • The largest WSFS Financial buyer in Q2 2020 was Macquarie Group, an estimated $10.7M added.
  • The largest WSFS Financial seller in Q2 2020 was Fidelity Investments, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2020.