WSFS Financial
WSFS
175 hedge funds and large institutions have $1.81B invested in WSFS Financial in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 29 closing their positions.
10% more capital invested
Capital invested by funds: $1.65B → $1.81B (+$161M)
7.03% more ownership
Funds ownership: 74.85% → 81.88% (+7%)
8% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 59
8% less funds holding
Funds holding: 190 → 175 (-15)
41% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$42.7M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$28.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$10.6M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.3M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$9.28M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$9.21M |
| 4 |
JP Morgan Chase
New York
|
-$6.17M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$6.15M |
WSFS Hedge Fund Activity: Q2 2019 in Review
175 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2019, worth a combined $1.81B — up 9.8% from $1.65B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of WSFS and 17 opened new positions — a net loss of 12 holders — while 59 trimmed existing stakes and 64 added.
The largest buyer was Vanguard Group, adding an estimated $44M. The largest seller was Wellington Management Group, cutting an estimated $12.3M.
- 175 institutional investors held WSFS Financial (WSFS) as of Q2 2019, down from 190 in Q1 2019.
- Funds reported $1.81B of WSFS Financial stock for Q2 2019, up 9.8% quarter-over-quarter.
- 17 funds opened new WSFS Financial positions in Q2 2019 and 29 closed out, a net change of -12 holders.
- The largest WSFS Financial buyer in Q2 2019 was Vanguard Group, an estimated $44M added.
- The largest WSFS Financial seller in Q2 2019 was Wellington Management Group, an estimated $12.3M sold.
Based on aggregated 13F filings for Q2 2019.