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WSFS Financial
WSFS

Overview Fund Activity

241 hedge funds and large institutions have $2.47B invested in WSFS Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+25
Holders Change %
+11.57%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
81
Reduced
76
Closed
15
Calls
$152K
Puts
$87K
Net Calls
+$65K
Net Calls Change
-$540K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.7M
2
Franklin Resources
2
Franklin Resources
California
$133M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
State Street
5
State Street
Massachusetts
$131M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.8M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.31M
3
BlackRock
3
BlackRock
New York
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PCM
5
Palisade Capital Management
New Jersey
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$264K +$264K +5,598 New
EP
177
Edgestream Partners
New Jersey
$263K -$531K -11,566 -67%
LSA
178
Lansing Street Advisors
Pennsylvania
$262K +$262K +5,704 New
AFG
179
Allegheny Financial Group
Pennsylvania
$254K +$964 +21 +0.4%
BSW
180
Buckingham Strategic Wealth
Missouri
$246K +$246K +5,347 New
PA
181
Profund Advisors
Maryland
$234K +$234K +5,105 New
MA
182
Mutual Advisors
Nebraska
$233K +$233K +5,063 New
AC
183
AXQ Capital
New Jersey
$216K +$216K +4,700 New
Mariner
184
Mariner
Kansas
$213K +$213K +4,636 New
Los Angeles Capital Management
185
Los Angeles Capital Management
California
$212K +$212K +4,606 New
AWM
186
Affinity Wealth Management
Delaware
$211K +$211K +4,601 New
TBA
187
Tower Bridge Advisors
Pennsylvania
$210K +$210K +4,582 New
JCM
188
Jacobi Capital Management
Pennsylvania
$207K +$207K +4,500 New
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$206K +$206K +4,494 New
AAM
190
Advisors Asset Management
Colorado
$205K -$264K -5,740 -56%
Walleye Capital
191
Walleye Capital
New York
$204K +$204K +4,448 New
KeyBank National Association
192
KeyBank National Association
Ohio
$204K +$204K +4,439 New
MLICM
193
Metropolitan Life Insurance Company (MetLife)
New York
$163K – – –
PAS
194
Point72 Asia (Singapore)
Singapore
$144K +$144K +3,136 New
Fidelity Investments
195
Fidelity Investments
Massachusetts
$144K +$19.1K +415 +15%
BBPWM
196
Blue Bell Private Wealth Management
Pennsylvania
$139K – – –
US Bancorp
197
US Bancorp
Minnesota
$129K -$5.51K -120 -4%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$128K -$125K -2,720 -49%
SAM
199
Smartleaf Asset Management
Massachusetts
$122K +$122K +2,602 New
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$117K -$459 -10 -0.4%
6 7
8
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