WSFS Financial
WSFS
114 hedge funds and large institutions have $520M invested in WSFS Financial in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
35% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 34
35% more capital invested
Capital invested by funds: $387M → $520M (+$134M)
10% more funds holding
Funds holding: 104 → 114 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.7M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$10.9M |
| 3 |
Renaissance Technologies
New York
|
+$5.86M |
| 4 |
Morgan Stanley
New York
|
+$2.71M |
| 5 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$22.8M |
| 2 |
SCM
Stadium Capital Management
New Canaan,
Connecticut
|
-$8.37M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$7.71M |
| 4 |
Jennison Associates
New York
|
-$7.65M |
| 5 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$3.18M |
WSFS Hedge Fund Activity: Q4 2013 in Review
114 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2013, worth a combined $520M — up 35% from $387M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new WSFS positions and 10 closed out — a net gain of 10 holders — while 46 added to existing stakes and 34 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $31.7M. The largest seller was Wellington Management Group, cutting an estimated $22.8M.
- 114 institutional investors held WSFS Financial (WSFS) as of Q4 2013, up from 104 in Q3 2013.
- Funds reported $520M of WSFS Financial stock for Q4 2013, up 35% quarter-over-quarter.
- 20 funds opened new WSFS Financial positions in Q4 2013 and 10 closed out, a net change of +10 holders.
- The largest WSFS Financial buyer in Q4 2013 was Fidelity Investments, an estimated $31.7M added.
- The largest WSFS Financial seller in Q4 2013 was Wellington Management Group, an estimated $22.8M sold.
Based on aggregated 13F filings for Q4 2013.