WSFS icon

WSFS Financial
WSFS

Overview Fund Activity

230 hedge funds and large institutions have $2.29B invested in WSFS Financial in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 102 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-5
Holders Change %
-2.13%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
64
Reduced
102
Closed
15
Calls
$91K
Puts
$5K
Net Calls
+$86K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$33.6M
2
CIP
2
Champlain Investment Partners
Vermont
$58.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.51M
4
State Street
4
State Street
Massachusetts
$119M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$7.66M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$43.3M
2
BlackRock
2
BlackRock
New York
$405M
3
Jennison Associates
3
Jennison Associates
New York
$17.6M
4
Invesco
4
Invesco
Georgia
$38.3M
5
CB
5
Cooke & Bieler
Pennsylvania
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$126K – – –
MFA
177
McClarren Financial Advisors
Pennsylvania
$114K – – –
SO
178
STRS Ohio
Ohio
$95K -$67.9K -1,500 -42%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$86K – – –
HIA
180
Harbor Investment Advisory
Maryland
$75.8K -$17.1K -378 -18%
CMBA
181
C.M. Bidwell & Associates
Hawaii
$70.5K -$8.39K -185 -11%
FHA
182
First Horizon Advisors
Tennessee
$64.3K – – –
GRP
183
Global Retirement Partners
California
$54.4K – – –
Allspring Global Investments
184
Allspring Global Investments
North Carolina
$49.8K -$1.13K -25 -2%
KFI
185
Key Financial Inc
Pennsylvania
$45.5K – – –
SC
186
SouthState Corp
Florida
$45.3K – – –
EBA
187
Eagle Bay Advisors
New York
$39.5K +$3.13K +69 +9%
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K -$42.5K -956 -67%
SWA
189
Sutton Wealth Advisors
Florida
$20.5K +$91 +2 +0.4%
BAM
190
Belpointe Asset Management
Nevada
$18.1K +$18.1K +400 New
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$15K -$1.2K -27 -7%
CFGS
192
Concourse Financial Group Securities
Alabama
$13.9K -$952 -21 -6%
ZB
193
Zions Bancorporation
Utah
$13.7K +$13.7K +303 New
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$13K -$4.52K -105 -26%
MAM
195
Meeder Asset Management
Ohio
$13K -$26K -574 -67%
SOW
196
State of Wyoming
Wyoming
$12.7K +$12.7K +280 New
TWA
197
TCI Wealth Advisors
Arizona
$12.5K -$45 -1 -0.4%
PA
198
Parallel Advisors
California
$11.4K – – –
TRCT
199
Tower Research Capital (TRC)
New York
$11K -$302K -6,755 -96%
PTC
200
Private Trust Company
Ohio
$10K -$2.6K -57 -21%
6 7
8
9 10