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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$16.7M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$13.1M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$10.9M |
| 4 |
O
OppenheimerFunds
New York
|
+$9.3M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$8.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$39.3M |
| 2 |
Jennison Associates
New York
|
-$9.08M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$9.04M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.73M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.53M |
WSFS Hedge Fund Activity: Q3 2018 in Review
160 of the 4,391 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.