WSFS Financial
WSFS
167 hedge funds and large institutions have $1.87B invested in WSFS Financial in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
63% more capital invested
Capital invested by funds: $1.15B → $1.87B (+$723M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more funds holding
Funds holding: 154 → 167 (+13)
4% more call options, than puts
Call options by funds: $515K | Put options by funds: $494K
2.2% less ownership
Funds ownership: 85.12% → 82.92% (-2.2%)
16% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$13.6M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$12.3M |
| 3 |
Jennison Associates
New York
|
+$10.4M |
| 4 |
BlackRock
New York
|
+$9.25M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$8.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$20.2M |
| 2 |
SCM
Stadium Capital Management
New Canaan,
Connecticut
|
-$12.6M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$10.3M |
| 4 |
Renaissance Technologies
New York
|
-$9.64M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$9.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Simplex Trading
Chicago,
Illinois
| – | -$27.1K | -739 | Closed |
|
WSFS Hedge Fund Activity: Q4 2020 in Review
167 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2020, worth a combined $1.87B — up 63% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new WSFS positions and 12 closed out — a net gain of 16 holders — while 54 added to existing stakes and 64 trimmed.
The largest buyer was Rothschild & Co Asset Management US, adding an estimated $13.6M. The largest seller was Goldman Sachs, cutting an estimated $20.2M.
- 167 institutional investors held WSFS Financial (WSFS) as of Q4 2020, up from 154 in Q3 2020.
- Funds reported $1.87B of WSFS Financial stock for Q4 2020, up 63% quarter-over-quarter.
- 28 funds opened new WSFS Financial positions in Q4 2020 and 12 closed out, a net change of +16 holders.
- The largest WSFS Financial buyer in Q4 2020 was Rothschild & Co Asset Management US, an estimated $13.6M added.
- The largest WSFS Financial seller in Q4 2020 was Goldman Sachs, an estimated $20.2M sold.
Based on aggregated 13F filings for Q4 2020.