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WSFS Financial
WSFS

101 hedge funds and large institutions have $335M invested in WSFS Financial in 2013 Q2 according to their latest regulatory filings, with 101 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+101
Holders Change %
–
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
101
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$40.4M +$38.4M +2,310,675 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.2M +$23M +1,384,992 New
FCM
3
Frontier Capital Management
Massachusetts
$18.8M +$17.8M +1,075,083 New
Pzena Investment Management
4
Pzena Investment Management
New York
$18.4M +$17.4M +1,050,933 New
SCM
5
Stadium Capital Management
Connecticut
$17.5M +$16.6M +999,513 New
Jennison Associates
6
Jennison Associates
New York
$17.4M +$16.6M +999,159 New
BIT
7
BlackRock Institutional Trust
California
$14.4M +$13.7M +825,267 New
Northern Trust
8
Northern Trust
Illinois
$14.2M +$13.5M +810,996 New
Boston Partners
9
Boston Partners
Massachusetts
$12.7M +$12M +725,595 New
FMT
10
First Mercantile Trust
Tennessee
$12.6M +$11.9M +718,797 New
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M +$11.4M +684,183 New
Goldman Sachs
12
Goldman Sachs
New York
$11.7M +$11.1M +669,180 New
Vanguard Group
13
Vanguard Group
Pennsylvania
$10.9M +$10.4M +625,629 New
BFA
14
BlackRock Fund Advisors
California
$10.7M +$10.1M +610,683 New
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$7.81M +$7.42M +447,051 New
State Street
16
State Street
Massachusetts
$6.98M +$6.64M +400,113 New
Ameriprise
17
Ameriprise
Minnesota
$6.58M +$6.25M +376,506 New
AllianceBernstein
18
AllianceBernstein
Tennessee
$6.29M +$5.98M +360,078 New
WCM
19
Wedge Capital Management
North Carolina
$5.65M +$5.37M +323,385 New
Renaissance Technologies
20
Renaissance Technologies
New York
$4.62M +$4.39M +264,327 New
Franklin Resources
21
Franklin Resources
California
$3.45M +$3.28M +197,757 New
AIS
22
AlphaOne Investment Services
Pennsylvania
$3.45M +$3.28M +197,553 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.3M +$3.14M +188,994 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.11M +$2.95M +177,987 New
HAI
25
Hennessy Advisors Inc
California
$2.85M +$2.71M +163,500 New
1
2 3 4 5

WSFS Hedge Fund Activity: Q2 2013 in Review

101 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2013, worth a combined $335M.

Buyers outnumbered sellers: 101 funds opened new WSFS positions and 0 closed out — a net gain of 101 holders — while 0 added to existing stakes and 0 trimmed.

  • 101 institutional investors held WSFS Financial (WSFS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $335M of WSFS Financial stock for Q2 2013.
  • 101 funds opened new WSFS Financial positions in Q2 2013 and 0 closed out, a net change of +101 holders.

Based on aggregated 13F filings for Q2 2013.