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WSFS Financial
WSFS

231 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 38

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $2.22B → $2.55B (+$324M)

14% more funds holding

Funds holding: 202 → 231 (+29)

4.63% less ownership

Funds ownership: 94.44% → 89.81% (-4.6%)

Holders
231
Holders Change
+29
Holders Change %
+14.36%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
115
Reduced
38
Closed
29
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
+$341K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$127M
2
Franklin Resources
Franklin Resources
California
+$67.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$51.4M
4
CIP
Champlain Investment Partners
Vermont
+$51.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$41M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$58.6M
2
Goldman Sachs
Goldman Sachs
New York
-$8.51M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.64M
4
Ameriprise
Ameriprise
Minnesota
-$5.3M
5
JAM
Jacobs Asset Management
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$21K +$23.3K +450 New
EWA
202
EverSource Wealth Advisors
Alabama
$18K – – –
TWA
203
TCI Wealth Advisors
Arizona
$18K +$14.1K +273 +265%
EBA
204
Eagle Bay Advisors
New York
$15K -$6.84K -132 -29%
PA
205
Parallel Advisors
California
$15K +$2.8K +54 +21%
CFGS
206
Concourse Financial Group Securities
Alabama
$14K +$15.1K +291 New
ACM
207
Aquatic Capital Management
Illinois
$14K +$15.5K +300 New
VCM
208
Versant Capital Management
Arizona
$11K -$1.61K -31 -12%
AP
209
Arlington Partners
Alabama
$9K – – –
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.02K +39 +29%
EIP
211
Ellis Investment Partners
Pennsylvania
$8K +$9.33K +180 New
CFN
212
Cordasco Financial Network
Florida
$6K – – –
LC
213
Lindbrook Capital
California
$5K +$1.24K +24 +29%
S
214
SignatureFD
Georgia
$5K +$1.71K +33 +40%
APA
215
American Portfolios Advisors
New York
$4.43K +$4.92K +95 New
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$3K – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$3K +$415 +8 +17%
KTC
218
Kistler-Tiffany Companies
Pennsylvania
$3K +$3.73K +72 New
FPS
219
Fieldpoint Private Securities
Connecticut
$2K -$777 -15 -30%
GWS
220
Glassman Wealth Services
Virginia
$2K +$570 +11 +42%
C
221
Covestor
United Kingdom
$2K +$674 +13 +50%
EI
222
Ellevest Inc
New York
$1K – – –
First Manhattan
223
First Manhattan
New York
$1K – – –
MCM
224
Manchester Capital Management
Vermont
$1K +$52 +1 +5%
SC
225
Schubert & Co
Texas
$1K +$104 +2 +20%
7 8
9
10 11

WSFS Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2022, worth a combined $2.55B — up 15% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WSFS positions and 29 closed out — a net gain of 30 holders — while 115 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $58.6M.

  • 231 institutional investors held WSFS Financial (WSFS) as of Q1 2022, up from 202 in Q4 2021.
  • Funds reported $2.55B of WSFS Financial stock for Q1 2022, up 15% quarter-over-quarter.
  • 59 funds opened new WSFS Financial positions in Q1 2022 and 29 closed out, a net change of +30 holders.
  • The largest WSFS Financial buyer in Q1 2022 was BlackRock, an estimated $127M added.
  • The largest WSFS Financial seller in Q1 2022 was JP Morgan Chase, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2022.