WSFS Financial
WSFS
135 hedge funds and large institutions have $746M invested in WSFS Financial in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
12% more funds holding
Funds holding: 121 → 135 (+14)
2% more capital invested
Capital invested by funds: $728M → $746M (+$18.2M)
21% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$14.6M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$14.4M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$7.79M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.92M |
| 5 |
Millennium Management
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$7.19M |
| 2 |
PCA
PL Capital Advisors
Naples,
Florida
|
-$6.47M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$3.46M |
| 4 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$3.4M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$3.4M |
WSFS Hedge Fund Activity: Q2 2016 in Review
135 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2016, worth a combined $746M — up 2.5% from $728M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new WSFS positions and 5 closed out — a net gain of 15 holders — while 41 added to existing stakes and 52 trimmed.
The largest buyer was Macquarie Group, adding an estimated $14.6M. The largest seller was Frontier Capital Management, cutting an estimated $7.19M.
- 135 institutional investors held WSFS Financial (WSFS) as of Q2 2016, up from 121 in Q1 2016.
- Funds reported $746M of WSFS Financial stock for Q2 2016, up 2.5% quarter-over-quarter.
- 20 funds opened new WSFS Financial positions in Q2 2016 and 5 closed out, a net change of +15 holders.
- The largest WSFS Financial buyer in Q2 2016 was Macquarie Group, an estimated $14.6M added.
- The largest WSFS Financial seller in Q2 2016 was Frontier Capital Management, an estimated $7.19M sold.
Based on aggregated 13F filings for Q2 2016.