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WSFS Financial
WSFS

202 hedge funds and large institutions have $2.22B invested in WSFS Financial in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,120% more call options, than puts

Call options by funds: $311K | Put options by funds: $5K

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

49% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 53

8% more funds holding

Funds holding: 187 → 202 (+15)

3.42% more ownership

Funds ownership: 91.01% → 94.44% (+3.4%)

0% more capital invested

Capital invested by funds: $2.22B → $2.22B (+$2.83M)

Holders
202
Holders Change
+15
Holders Change %
+8.02%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
79
Reduced
53
Closed
18
Calls
$311K
Puts
$5K
Net Calls
+$306K
Net Calls Change
+$362K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$58M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$54.2M
3
Brown Advisory
Brown Advisory
Maryland
+$35.2M
4
State Street
State Street
Massachusetts
+$15.5M
5
Ameriprise
Ameriprise
Minnesota
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$33M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13.9M
3
Millennium Management
Millennium Management
New York
-$9.81M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.1M
5
ECA
Endeavour Capital Advisors
Connecticut
-$8.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
176
Lazard Asset Management
New York
$17K +$18K +344 New
PA
177
Parallel Advisors
California
$13K – – –
VCM
178
Versant Capital Management
Arizona
$13K +$1.94K +37 +17%
Simplex Trading
179
Simplex Trading
Illinois
$11K +$12.4K +236 New
AP
180
Arlington Partners
Alabama
$10K – – –
CFN
181
Cordasco Financial Network
Florida
$7K – – –
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.02K +134 New
TWA
183
TCI Wealth Advisors
Arizona
$5K – – –
LC
184
Lindbrook Capital
California
$4K -$1.15K -22 -21%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$4K – – –
S
186
SignatureFD
Georgia
$4K – – –
QCG
187
Quadrant Capital Group
Ohio
$3K -$838 -16 -21%
FPS
188
Fieldpoint Private Securities
Connecticut
$3K +$2.62K +50 New
EI
189
Ellevest Inc
New York
$2K – – –
PFBT
190
Parkside Financial Bank & Trust
Missouri
$2K +$2.51K +48 New
BIA
191
Bell Investment Advisors
California
$1K – – –
First Manhattan
192
First Manhattan
New York
$1K – – –
GWS
193
Glassman Wealth Services
Virginia
$1K – – –
IA
194
IFP Advisors
Florida
$1K – – –
SC
195
Schubert & Co
Texas
$1K +$524 +10 New
JWA
196
JFS Wealth Advisors
Pennsylvania
$1K +$733 +14 New
MCM
197
Manchester Capital Management
Vermont
$1K +$995 +19 New
C
198
Covestor
United Kingdom
$1K +$1.36K +26 New
ACM
199
Absolute Capital Management
Pennsylvania
$251 +$262 +5 New
MP
200
McDonald Partners
Ohio
$251 +$262 +5 New
5 6 7
8
9

WSFS Hedge Fund Activity: Q4 2021 in Review

202 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2021, worth a combined $2.22B — up 0.13% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WSFS positions and 18 closed out — a net gain of 16 holders — while 79 added to existing stakes and 53 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58M. The largest seller was Fidelity Investments, cutting an estimated $33M.

  • 202 institutional investors held WSFS Financial (WSFS) as of Q4 2021, up from 187 in Q3 2021.
  • Funds reported $2.22B of WSFS Financial stock for Q4 2021, up 0.13% quarter-over-quarter.
  • 34 funds opened new WSFS Financial positions in Q4 2021 and 18 closed out, a net change of +16 holders.
  • The largest WSFS Financial buyer in Q4 2021 was JP Morgan Chase, an estimated $58M added.
  • The largest WSFS Financial seller in Q4 2021 was Fidelity Investments, an estimated $33M sold.

Based on aggregated 13F filings for Q4 2021.