WSFS Financial
WSFS
150 hedge funds and large institutions have $1.05B invested in WSFS Financial in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 28 closing their positions.
23% more capital inflows, than outflows
Capital inflows: $122M | Capital outflows: $100M
2.91% more ownership
Funds ownership: 84.98% → 87.89% (+2.9%)
6% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 54
6% less funds holding
Funds holding: 160 → 150 (-10)
32% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$23.8M |
| 2 |
Royce & Associates
New York
|
+$12.8M |
| 3 |
MCM
Maltese Capital Management
New York
|
+$8.63M |
| 4 |
BlackRock
New York
|
+$8.07M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$7.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$25M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$11.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.44M |
| 4 |
Millennium Management
New York
|
-$4.32M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.01M |
WSFS Hedge Fund Activity: Q4 2018 in Review
150 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2018, worth a combined $1.05B — down 18% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WSFS and 19 opened new positions — a net loss of 9 holders — while 54 trimmed existing stakes and 57 added.
The largest buyer was Pzena Investment Management, adding an estimated $23.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $25M.
- 150 institutional investors held WSFS Financial (WSFS) as of Q4 2018, down from 160 in Q3 2018.
- Funds reported $1.05B of WSFS Financial stock for Q4 2018, down 18% quarter-over-quarter.
- 19 funds opened new WSFS Financial positions in Q4 2018 and 28 closed out, a net change of -9 holders.
- The largest WSFS Financial buyer in Q4 2018 was Pzena Investment Management, an estimated $23.8M added.
- The largest WSFS Financial seller in Q4 2018 was T. Rowe Price Associates, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2018.