WSFS Financial
WSFS
117 hedge funds and large institutions have $720M invested in WSFS Financial in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
23% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 39
16% more capital invested
Capital invested by funds: $620M → $720M (+$100M)
5% more funds holding
Funds holding: 111 → 117 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
PL Capital Advisors
Naples,
Florida
|
+$6.8M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$5.54M |
| 3 |
BA
Boston Advisors
Boston,
Massachusetts
|
+$4.21M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$3.6M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$5.06M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.41M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.26M |
| 4 |
WC
Walthausen & Co
Malta,
New York
|
-$3.2M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.86M |
WSFS Hedge Fund Activity: Q4 2015 in Review
117 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2015, worth a combined $720M — up 16% from $620M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WSFS positions and 9 closed out — a net gain of 6 holders — while 48 added to existing stakes and 39 trimmed.
The largest buyer was PL Capital Advisors, opening a new position worth an estimated $6.8M. The largest seller was Federated Hermes, cutting an estimated $5.06M.
- 117 institutional investors held WSFS Financial (WSFS) as of Q4 2015, up from 111 in Q3 2015.
- Funds reported $720M of WSFS Financial stock for Q4 2015, up 16% quarter-over-quarter.
- 15 funds opened new WSFS Financial positions in Q4 2015 and 9 closed out, a net change of +6 holders.
- The largest WSFS Financial buyer in Q4 2015 was PL Capital Advisors, an estimated $6.8M added.
- The largest WSFS Financial seller in Q4 2015 was Federated Hermes, an estimated $5.06M sold.
Based on aggregated 13F filings for Q4 2015.