WSFS Financial
WSFS
187 hedge funds and large institutions have $2.22B invested in WSFS Financial in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 20 closing their positions.
12% more capital invested
Capital invested by funds: $1.99B → $2.22B (+$234M)
1.57% more ownership
Funds ownership: 89.44% → 91.01% (+1.6%)
7% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 67
1% less funds holding
Funds holding: 189 → 187 (-2)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
14% less call options, than puts
Call options by funds: $339K | Put options by funds: $395K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$10.7M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$8.91M |
| 3 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
+$8.08M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$7.91M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$7.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$17.1M |
| 2 |
Renaissance Technologies
New York
|
-$7.76M |
| 3 |
State Street
Boston,
Massachusetts
|
-$7.23M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$2.72M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
201
Martingale Asset Management
Boston,
Massachusetts
| – | -$206K | -4,416 | Closed |
|
|
QC
202
Quadrature Capital
London,
United Kingdom
| – | -$204K | -4,386 | Closed |
|
|
QT
203
Quantbot Technologies
New York
| – | -$196K | -4,216 | Closed |
|
|
PHK
204
Point72 Hong Kong
Hong Kong
| – | -$100K | -2,150 | Closed |
|
205
Lazard Asset Management
New York
| – | -$33K | -720 | Closed |
|
|
HTC
206
Haverford Trust Company
Radnor,
Pennsylvania
| – | -$29K | -628 | Closed |
|
|
PFBT
207
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -12 | Closed |
|
WSFS Hedge Fund Activity: Q3 2021 in Review
187 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2021, worth a combined $2.22B — up 12% from $1.99B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of WSFS and 18 opened new positions — a net loss of 2 holders — while 67 trimmed existing stakes and 72 added.
The largest buyer was Millennium Management, adding an estimated $10.7M. The largest seller was JP Morgan Chase, cutting an estimated $17.1M.
- 187 institutional investors held WSFS Financial (WSFS) as of Q3 2021, down from 189 in Q2 2021.
- Funds reported $2.22B of WSFS Financial stock for Q3 2021, up 12% quarter-over-quarter.
- 18 funds opened new WSFS Financial positions in Q3 2021 and 20 closed out, a net change of -2 holders.
- The largest WSFS Financial buyer in Q3 2021 was Millennium Management, an estimated $10.7M added.
- The largest WSFS Financial seller in Q3 2021 was JP Morgan Chase, an estimated $17.1M sold.
Based on aggregated 13F filings for Q3 2021.