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WSFS Financial
WSFS

Overview Fund Activity

261 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 71 increasing their positions, 98 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+29
Holders Change %
+12.5%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
71
Reduced
98
Closed
14
Calls
$876K
Puts
$479K
Net Calls
+$397K
Net Calls Change
-$289K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$11.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$24M
3
FCM
3
Frontier Capital Management
Massachusetts
$34.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$143M
2
CB
2
Cooke & Bieler
Pennsylvania
$39.3M
3
Jennison Associates
3
Jennison Associates
New York
$18.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$358M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
176
KeyBank National Association
Ohio
$250K -$86.8K -1,703 -26%
Lido Advisors
177
Lido Advisors
California
$241K +$241K +4,727 New
LP
178
LMR Partners
United Kingdom
$237K +$237K +4,645 New
YIH
179
Y-Intercept (HK)
Hong Kong
$235K +$235K +4,615 New
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$231K -$139K -2,728 -38%
JCM
181
Jacobi Capital Management
Pennsylvania
$229K – – –
AWM
182
Affinity Wealth Management
Delaware
$229K – – –
HighTower Advisors
183
HighTower Advisors
Illinois
$229K -$26K -508 -10%
Focus Partners Wealth
184
Focus Partners Wealth
Massachusetts
$225K +$225K +4,410 New
Fidelity Investments
185
Fidelity Investments
Massachusetts
$218K +$12.2K +239 +6%
AG
186
Ascent Group
Virginia
$218K – – –
Mariner
187
Mariner
Kansas
$216K +$216K +4,242 New
ST
188
Sageworth Trust
Pennsylvania
$213K -$510K -10,000 -71%
PD
189
Point72 (DIFC)
United Arab Emirates
$213K +$213K +4,170 New
SI
190
Stephens Inc
Arkansas
$209K +$209K +4,101 New
LSA
191
Lansing Street Advisors
Pennsylvania
$207K +$207K +4,056 New
Mackenzie Financial
192
Mackenzie Financial
Ontario, Canada
$205K +$205K +4,016 New
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$202K +$202K +3,969 New
Osaic Holdings
194
Osaic Holdings
Arizona
$165K -$4.64K -91 -3%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$164K +$22.1K +433 +16%
BBPWM
196
Blue Bell Private Wealth Management
Pennsylvania
$154K – – –
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$151K – – –
US Bancorp
198
US Bancorp
Minnesota
$143K – – –
SG Americas Securities
199
SG Americas Securities
New York
$127K +$127K +2,488 New
SAM
200
Smartleaf Asset Management
Massachusetts
$125K -$25.3K -505 -17%
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8
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