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WSFS Financial
WSFS

242 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

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

75% more call options, than puts

Call options by funds: $152K | Put options by funds: $87K

28% more capital invested

Capital invested by funds: $1.94B → $2.47B (+$537M)

12% more funds holding

Funds holding: 217 → 242 (+25)

1.79% more ownership

Funds ownership: 86.87% → 88.66% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 76

Holders
242
Holders Change
+25
Holders Change %
+11.52%
% 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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$27.7M
2
Franklin Resources
Franklin Resources
California
+$9.12M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$6.45M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.32M
5
State Street
State Street
Massachusetts
+$6.1M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$20.7M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$18.9M
3
BlackRock
BlackRock
New York
-$6.46M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.38M
5
PCM
Palisade Capital Management
New Jersey
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$265K – – –
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$264K +$220K +5,598 New
EP
178
Edgestream Partners
New Jersey
$263K -$454K -11,566 -67%
LSA
179
Lansing Street Advisors
Pennsylvania
$262K +$224K +5,704 New
AFG
180
Allegheny Financial Group
Pennsylvania
$254K +$824 +21 +0.4%
BSW
181
Buckingham Strategic Wealth
Missouri
$246K +$210K +5,347 New
PA
182
Profund Advisors
Maryland
$234K +$200K +5,105 New
MA
183
Mutual Advisors
Nebraska
$233K +$199K +5,063 New
AC
184
AXQ Capital
New Jersey
$216K +$184K +4,700 New
Mariner
185
Mariner
Kansas
$213K +$182K +4,636 New
Los Angeles Capital Management
186
Los Angeles Capital Management
California
$212K +$181K +4,606 New
AWM
187
Affinity Wealth Management
Delaware
$211K +$181K +4,601 New
TBA
188
Tower Bridge Advisors
Pennsylvania
$210K +$180K +4,582 New
JCM
189
Jacobi Capital Management
Pennsylvania
$207K +$177K +4,500 New
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$206K +$176K +4,494 New
AAM
191
Advisors Asset Management
Colorado
$205K -$225K -5,740 -56%
Walleye Capital
192
Walleye Capital
New York
$204K +$175K +4,448 New
KeyBank National Association
193
KeyBank National Association
Ohio
$204K +$174K +4,439 New
MLICM
194
Metropolitan Life Insurance Company (MetLife)
New York
$163K – – –
PAS
195
Point72 Asia (Singapore)
Singapore
$144K +$123K +3,136 New
Fidelity Investments
196
Fidelity Investments
Massachusetts
$144K +$16.3K +415 +15%
BBPWM
197
Blue Bell Private Wealth Management
Pennsylvania
$139K – – –
US Bancorp
198
US Bancorp
Minnesota
$129K -$4.71K -120 -4%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$128K -$107K -2,720 -49%
SAM
200
Smartleaf Asset Management
Massachusetts
$122K +$102K +2,602 New
6 7
8
9 10

WSFS Hedge Fund Activity: Q4 2023 in Review

242 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2023, worth a combined $2.47B — up 28% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new WSFS positions and 15 closed out — a net gain of 29 holders — while 81 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.7M. The largest seller was Ameriprise, cutting an estimated $20.7M.

  • 242 institutional investors held WSFS Financial (WSFS) as of Q4 2023, up from 217 in Q3 2023.
  • Funds reported $2.47B of WSFS Financial stock for Q4 2023, up 28% quarter-over-quarter.
  • 44 funds opened new WSFS Financial positions in Q4 2023 and 15 closed out, a net change of +29 holders.
  • The largest WSFS Financial buyer in Q4 2023 was Morgan Stanley, an estimated $27.7M added.
  • The largest WSFS Financial seller in Q4 2023 was Ameriprise, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2023.