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WSFS Financial
WSFS

Overview Fund Activity

241 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
Holders
241
Holders Change
+25
Holders Change %
+11.57%
% 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

1
Morgan Stanley
1
Morgan Stanley
New York
$48.7M
2
Franklin Resources
2
Franklin Resources
California
$133M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
State Street
5
State Street
Massachusetts
$131M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.8M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.31M
3
BlackRock
3
BlackRock
New York
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PCM
5
Palisade Capital Management
New Jersey
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
201
McClarren Financial Advisors
Pennsylvania
$116K – – –
ACM
202
Aquatic Capital Management
Illinois
$106K +$106K +2,300 New
KBC Group
203
KBC Group
Belgium
$79K – – –
FHA
204
First Horizon Advisors
Tennessee
$71K +$8.36K +182 +13%
PIS
205
POM Investment Strategies
North Carolina
$69.2K +$69.2K +1,506 New
GI
206
GAMMA Investing
California
$54.3K +$54.3K +1,220 New
C
207
Covestor
United Kingdom
$54K -$46 -1 -0.1%
SC
208
SouthState Corp
Florida
$45.9K – – –
KFI
209
Key Financial Inc
Pennsylvania
$45K – – –
GRP
210
Global Retirement Partners
California
$40.7K -$18.1K -411 -31%
Ohio Public Employees Retirement System (OPERS)
211
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.8K +$1.38K +30 +5%
PS
212
Principal Securities
Iowa
$21.2K +$21.2K +461 New
EWA
213
EverSource Wealth Advisors
Alabama
$15K – – –
VCM
214
Versant Capital Management
Arizona
$12.9K -$4K -87 -24%
PA
215
Parallel Advisors
California
$11.5K – – –
CFGS
216
Concourse Financial Group Securities
Alabama
$10.9K -$2.25K -49 -17%
GEA
217
Glen Eagle Advisors
New Jersey
$10.8K -$2.99K -65 -22%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$10K +$4.21K +91 +73%
QL
219
Quarry LP
New York
$6.48K +$6.48K +141 New
SPIA
220
Steward Partners Investment Advisory
New York
$6.48K +$6.48K +141 New
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$5.19K – – –
PWMG
222
Private Wealth Management Group
New Jersey
$4.41K +$4.41K +96 New
EBA
223
Eagle Bay Advisors
New York
$4.23K -$34.8K -757 -89%
AF
224
Advisornet Financial
Minnesota
$4.13K -$4.13K -90 -50%
QCG
225
Quadrant Capital Group
Ohio
$4.13K – – –
7 8
9
10 11