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WSFS Financial
WSFS

231 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 38

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $2.22B → $2.55B (+$324M)

14% more funds holding

Funds holding: 202 → 231 (+29)

4.63% less ownership

Funds ownership: 94.44% → 89.81% (-4.6%)

Holders
231
Holders Change
+29
Holders Change %
+14.36%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
115
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$127M
2
Franklin Resources
Franklin Resources
California
+$67.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$51.4M
4
CIP
Champlain Investment Partners
Vermont
+$51.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$41M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$58.6M
2
Goldman Sachs
Goldman Sachs
New York
-$8.51M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.64M
4
Ameriprise
Ameriprise
Minnesota
-$5.3M
5
JAM
Jacobs Asset Management
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$210K +$1.66K +32 +0.7%
DDC
177
DF Dent & Co
Maryland
$209K – – –
Jane Street
178
Jane Street
New York
$205K -$178K -3,437 -44%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$195K +$12.7K +246 +6%
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$184K -$430K -8,303 -68%
GWM
181
Geneos Wealth Management
Colorado
$167K +$187K +3,600 New
LWA
182
Lenox Wealth Advisors
New York
$145K +$466 +9 +0.3%
SO
183
STRS Ohio
Ohio
$144K +$161K +3,100 New
SIAP
184
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$141K – – –
BBPWM
185
Blue Bell Private Wealth Management
Pennsylvania
$141K +$156K +3,019 New
MFA
186
McClarren Financial Advisors
Pennsylvania
$117K +$131K +2,520 New
FCA
187
FinTrust Capital Advisors
South Carolina
$111K +$124K +2,385 New
GEA
188
Glen Eagle Advisors
New Jersey
$111K +$123K +2,376 New
Macquarie Group
189
Macquarie Group
Australia
$107K +$36.7M +708,432 +44%
HIA
190
Harbor Investment Advisory
Maryland
$96K +$32.2K +621 +43%
TRCT
191
Tower Research Capital (TRC)
New York
$94K -$222K -4,290 -68%
FF
192
FourThought Financial
Florida
$74K +$82K +1,582 New
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K +$5.29K +102 +9%
SWA
194
Sutton Wealth Advisors
Florida
$49K +$35.7K +688 +189%
GRP
195
Global Retirement Partners
California
$47K +$60.4K +1,166 New
KFI
196
Key Financial Inc
Pennsylvania
$46K +$9.28K +179 +22%
NICM
197
Neo Ivy Capital Management
New York
$42K +$46.6K +900 New
MAM
198
Meeder Asset Management
Ohio
$40K +$44.6K +860 New
QCG
199
Quadrant Capital Group
Ohio
$33K +$33.2K +640 +1,032%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$27K +$13.3K +257 +76%
6 7
8
9 10

WSFS Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2022, worth a combined $2.55B — up 15% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WSFS positions and 29 closed out — a net gain of 30 holders — while 115 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $58.6M.

  • 231 institutional investors held WSFS Financial (WSFS) as of Q1 2022, up from 202 in Q4 2021.
  • Funds reported $2.55B of WSFS Financial stock for Q1 2022, up 15% quarter-over-quarter.
  • 59 funds opened new WSFS Financial positions in Q1 2022 and 29 closed out, a net change of +30 holders.
  • The largest WSFS Financial buyer in Q1 2022 was BlackRock, an estimated $127M added.
  • The largest WSFS Financial seller in Q1 2022 was JP Morgan Chase, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2022.