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WSFS Financial
WSFS

138 hedge funds and large institutions have $848M invested in WSFS Financial in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 53 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

15% more capital invested

Capital invested by funds: $735M → $848M (+$113M)

2% more funds holding

Funds holding: 135 → 138 (+3)

11% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 53

Holders
138
Holders Change
+3
Holders Change %
+2.22%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
47
Reduced
53
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
FCM
Frontier Capital Management
Massachusetts
-$10.2M
2
MCM
Maltese Capital Management
New York
-$3.96M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$3.38M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.05M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$3.02M

WSFS Hedge Fund Activity: Q3 2016 in Review

138 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2016, worth a combined $848M — up 15% from $735M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WSFS positions and 10 closed out — a net gain of 4 holders — while 47 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $15.1M. The largest seller was Frontier Capital Management, cutting an estimated $10.2M.

  • 138 institutional investors held WSFS Financial (WSFS) as of Q3 2016, up from 135 in Q2 2016.
  • Funds reported $848M of WSFS Financial stock for Q3 2016, up 15% 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 Frontier Capital Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2016.