WSFS Financial
WSFS
118 hedge funds and large institutions have $475M invested in WSFS Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
4% more funds holding
Funds holding: 114 → 118 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 40
9% less capital invested
Capital invested by funds: $520M → $475M (-$45M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$3.62M |
| 2 |
Renaissance Technologies
New York
|
+$3.08M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$2.77M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$2.29M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$10.8M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$4.98M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.54M |
| 4 |
Morgan Stanley
New York
|
-$1.05M |
| 5 |
Two Sigma Investments
New York
|
-$1.02M |
WSFS Hedge Fund Activity: Q1 2014 in Review
118 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2014, worth a combined $475M — down 8.7% from $520M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WSFS positions and 5 closed out — a net gain of 4 holders — while 37 added to existing stakes and 40 trimmed.
The largest buyer was Federated Hermes, adding an estimated $3.62M. The largest seller was Jennison Associates, cutting an estimated $10.8M.
- 118 institutional investors held WSFS Financial (WSFS) as of Q1 2014, up from 114 in Q4 2013.
- Funds reported $475M of WSFS Financial stock for Q1 2014, down 8.7% quarter-over-quarter.
- 9 funds opened new WSFS Financial positions in Q1 2014 and 5 closed out, a net change of +4 holders.
- The largest WSFS Financial buyer in Q1 2014 was Federated Hermes, an estimated $3.62M added.
- The largest WSFS Financial seller in Q1 2014 was Jennison Associates, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2014.