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WSFS Financial
WSFS

138 hedge funds and large institutions have $830M invested in WSFS Financial in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $746M → $830M (+$83.5M)

2% more funds holding

Funds holding: 135 → 138 (+3)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

Holders
138
Holders Change
+3
Holders Change %
+2.22%
% of All Funds
3.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
46
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$15.1M
2
AAM
Aberdeen Asset Management
United Kingdom
+$9.38M
3
Jennison Associates
Jennison Associates
New York
+$3.79M
4
Millennium Management
Millennium Management
New York
+$3.04M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.82M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$12.1M
2
FCM
Frontier Capital Management
Massachusetts
-$10.2M
3
MCM
Maltese Capital Management
New York
-$3.96M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$3.38M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.3M -$3.05M -84,646 -3%
FCM
2
Frontier Capital Management
Massachusetts
$41.9M -$10.2M -284,000 -20%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.1M +$2.82M +78,248 +8%
Renaissance Technologies
4
Renaissance Technologies
New York
$39M -$555K -15,391 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.3M +$1.07M +29,676 +3%
Northern Trust
6
Northern Trust
Illinois
$35.1M +$889K +24,674 +3%
AAM
7
Aberdeen Asset Management
United Kingdom
$35.1M +$9.38M +260,149 +37%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$34.5M -$168K -4,650 -0.5%
Goldman Sachs
9
Goldman Sachs
New York
$30.9M +$2.8M +77,700 +10%
BIT
10
BlackRock Institutional Trust
California
$27.7M +$144K +4,003 +0.5%
BFA
11
BlackRock Fund Advisors
California
$26.7M +$2M +55,468 +8%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$26M -$1.28M -35,628 -5%
Ameriprise
13
Ameriprise
Minnesota
$23.3M +$15.1M +419,208 +192%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.8M +$5.88K +163 +0%
Pzena Investment Management
15
Pzena Investment Management
New York
$21.5M +$417K +11,558 +2%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$21.2M -$406K -11,252 -2%
State Street
17
State Street
Massachusetts
$18.3M +$35.6K +989 +0.2%
Federated Hermes
18
Federated Hermes
Pennsylvania
$17.7M -$3.02M -83,710 -15%
AllianceBernstein
19
AllianceBernstein
Tennessee
$16.9M -$1.11M -30,730 -6%
WCM
20
Wedge Capital Management
North Carolina
$16.1M -$213K -5,908 -1%
Macquarie Group
21
Macquarie Group
Australia
$13.5M -$12.1M -335,720 -48%
WC
22
Walthausen & Co
New York
$13.3M -$20.5K -570 -0.2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$11.5M -$148K -4,110 -1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$9.8M +$30.2K +837 +0.3%
N
25
Nuveen
North Carolina
$7.2M +$2.27M +63,082 +47%
1
2 3 4 5

WSFS Hedge Fund Activity: Q3 2016 in Review

138 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2016, worth a combined $830M — up 11% from $746M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WSFS positions and 10 closed out — a net gain of 4 holders — while 46 added to existing stakes and 54 trimmed.

The largest buyer was Ameriprise, adding an estimated $15.1M. The largest seller was Macquarie Group, cutting an estimated $12.1M.

  • 138 institutional investors held WSFS Financial (WSFS) as of Q3 2016, up from 135 in Q2 2016.
  • Funds reported $830M of WSFS Financial stock for Q3 2016, up 11% quarter-over-quarter.
  • 14 funds opened new WSFS Financial positions in Q3 2016 and 10 closed out, a net change of +4 holders.
  • The largest WSFS Financial buyer in Q3 2016 was Ameriprise, an estimated $15.1M added.
  • The largest WSFS Financial seller in Q3 2016 was Macquarie Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2016.