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WSFS Financial
WSFS

160 hedge funds and large institutions have $1.27B invested in WSFS Financial in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

4.95% more ownership

Funds ownership: 80.03% → 84.98% (+5%)

4% more funds holding

Funds holding: 154 → 160 (+6)

5% less capital invested

Capital invested by funds: $1.35B → $1.27B (-$71.7M)

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
63
Reduced
41
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Palisade Capital Management
New Jersey
+$16.7M
2
Macquarie Group
Macquarie Group
Australia
+$13.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$10.9M
4
O
OppenheimerFunds
New York
+$9.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$8.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$39.3M
2
Jennison Associates
Jennison Associates
New York
-$9.08M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$9.04M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.73M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$101M +$433K +8,410 +0.4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$72.9M -$5.53M -107,411 -6%
Aberdeen Group
3
Aberdeen Group
United Kingdom
$70.3M +$4.19M +81,474 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$69.7M +$760K +14,763 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$62.8M +$8.16M +158,591 +14%
Macquarie Group
6
Macquarie Group
Australia
$62.2M +$13.1M +255,296 +24%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$61.1M +$615K +11,952 +0.9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$57.5M +$5.48M +106,489 +10%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.4M +$10.9M +210,835 +22%
Ameriprise
10
Ameriprise
Minnesota
$39.5M +$1.88M +36,506 +5%
O
11
OppenheimerFunds
New York
$35.1M +$9.3M +180,652 +32%
N
12
Nuveen
North Carolina
$33.8M +$4.15M +80,610 +13%
State Street
13
State Street
Massachusetts
$32.8M +$4.84M +94,061 +16%
AllianceBernstein
14
AllianceBernstein
Tennessee
$27.4M +$2.76M +53,700 +10%
Northern Trust
15
Northern Trust
Illinois
$25.7M -$277K -5,385 -1%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$23.3M -$1.8M -34,909 -7%
FCM
17
Frontier Capital Management
Massachusetts
$21.2M +$1.69M +32,875 +8%
FWIA
18
Fort Washington Investment Advisors
Ohio
$20.1M +$5.17M +100,506 +31%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$19.8M +$1.77M +34,436 +9%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$17.2M -$6.73M -130,704 -26%
WCM
21
Wedge Capital Management
North Carolina
$16.7M -$718K -13,955 -4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$16.4M +$6.84M +132,861 +62%
SAM
23
Skyline Asset Management
Illinois
$16.1M -$2.34M -45,500 -12%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$15.8M +$922K +17,906 +6%
PCM
25
Palisade Capital Management
New Jersey
$15.3M +$16.7M +323,996 New
1
2 3 4 5

WSFS Hedge Fund Activity: Q3 2018 in Review

160 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2018, worth a combined $1.27B — down 5.3% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSFS positions and 21 closed out — a net gain of 6 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Palisade Capital Management, opening a new position worth an estimated $16.7M. The largest seller was Goldman Sachs, cutting an estimated $39.3M.

  • 160 institutional investors held WSFS Financial (WSFS) as of Q3 2018, up from 154 in Q2 2018.
  • Funds reported $1.27B of WSFS Financial stock for Q3 2018, down 5.3% quarter-over-quarter.
  • 27 funds opened new WSFS Financial positions in Q3 2018 and 21 closed out, a net change of +6 holders.
  • The largest WSFS Financial buyer in Q3 2018 was Palisade Capital Management, an estimated $16.7M added.
  • The largest WSFS Financial seller in Q3 2018 was Goldman Sachs, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2018.