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WSFS Financial

239 hedge funds and large institutions have $2.43B invested in WSFS Financial in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
70
Reduced
100
Closed
23
Calls
$605K
Puts
$18K
Net Calls
+$587K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
176
Graham Capital Management
Connecticut
$212K +$212K +4,689 New
AWM
177
Affinity Wealth Management
Delaware
$208K
JCM
178
Jacobi Capital Management
Pennsylvania
$203K
HighTower Advisors
179
HighTower Advisors
Illinois
$203K +$203K +4,522 New
KeyBank National Association
180
KeyBank National Association
Ohio
$200K
AAM
181
Advisors Asset Management
Colorado
$200K -$1.63K -36 -0.8%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$151K +$10.1K +223 +7%
TRCT
183
Tower Research Capital (TRC)
New York
$147K -$242K -5,355 -62%
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$143K -$16.3K -362 -10%
BBPWM
185
Blue Bell Private Wealth Management
Pennsylvania
$136K
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$132K +$17.6K +390 +15%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$129K +$3.21K +71 +3%
US Bancorp
188
US Bancorp
Minnesota
$127K
SAM
189
Smartleaf Asset Management
Massachusetts
$125K +$8.1K +180 +7%
MFA
190
McClarren Financial Advisors
Pennsylvania
$114K +$45 +1 +0%
ACM
191
Aquatic Capital Management
Illinois
$90.3K -$13.5K -300 -13%
KBC Group
192
KBC Group
Belgium
$77K
PIS
193
POM Investment Strategies
North Carolina
$68K
FHA
194
First Horizon Advisors
Tennessee
$61.5K -$8.22K -182 -12%
CFM
195
Catalyst Funds Management
Australia
$58.7K +$58.7K +1,300 New
SC
196
SouthState Corp
Florida
$45.1K
KFI
197
Key Financial Inc
Pennsylvania
$44.2K
Citadel Advisors
198
Citadel Advisors
Florida
$43.4K -$1.05M -23,318 -96%
GRP
199
Global Retirement Partners
California
$38.8K -$3.02K -67 -7%
Russell Investments Group
200
Russell Investments Group
United Kingdom
$37K -$519K -11,501 -93%