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WSFS Financial
WSFS

169 hedge funds and large institutions have $1.24B invested in WSFS Financial in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

15% more capital invested

Capital invested by funds: $1.07B → $1.24B (+$165M)

11% more funds holding

Funds holding: 152 → 169 (+17)

1.37% more ownership

Funds ownership: 83.92% → 85.3% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

33% less call options, than puts

Call options by funds: $652K | Put options by funds: $976K

Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
72
Reduced
42
Closed
16
Calls
$652K
Puts
$976K
Net Calls
-$324K
Net Calls Change
+$202K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$10.7M
2
Jennison Associates
Jennison Associates
New York
+$7.38M
3
WC
Walthausen & Co
New York
+$6.48M
4
FCM
Frontier Capital Management
Massachusetts
+$5.21M
5
PCMF
Private Capital Management (Florida)
Florida
+$5.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.4M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$15.9M
3
EAM
Eagle Asset Management
Florida
-$10.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$7.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$132M -$7.09M -267,832 -5%
BlackRock
2
BlackRock
New York
$107M +$495K +18,711 +0.5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$103M +$5.18M +195,538 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$88.8M +$2.13M +80,435 +3%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$58.3M +$4.13M +155,934 +8%
Renaissance Technologies
6
Renaissance Technologies
New York
$48.3M -$9.07M -342,631 -17%
Macquarie Group
7
Macquarie Group
Australia
$40.3M +$10.7M +404,163 +40%
State Street
8
State Street
Massachusetts
$37.6M +$2.24M +84,735 +7%
Northern Trust
9
Northern Trust
Illinois
$31.8M +$4.7M +177,699 +19%
AllianceBernstein
10
AllianceBernstein
Tennessee
$26.7M +$588K +22,233 +2%
Invesco
11
Invesco
Georgia
$26.2M +$697K +26,336 +3%
FCM
12
Frontier Capital Management
Massachusetts
$25.1M +$5.21M +196,980 +29%
N
13
Nuveen
North Carolina
$24.7M -$247K -9,334 -1%
Pzena Investment Management
14
Pzena Investment Management
New York
$23.2M +$369K +13,945 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$22.7M -$26.4M -996,242 -56%
Ameriprise
16
Ameriprise
Minnesota
$22.7M -$1.14M -42,909 -5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$21.7M -$492K -18,594 -2%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.3M -$2.02M -76,383 -9%
PCM
19
Palisade Capital Management
New Jersey
$19.7M +$1.85M +69,893 +11%
Goldman Sachs
20
Goldman Sachs
New York
$19.2M -$591K -22,348 -3%
Norges Bank
21
Norges Bank
Norway
$18.4M – – –
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$13.9M -$686K -25,909 -5%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$12.4M +$498K +18,821 +5%
RA
24
Royce & Associates
New York
$11.5M -$2.95M -111,281 -22%
Charles Schwab
25
Charles Schwab
California
$11.2M +$1.4M +52,869 +16%
1
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WSFS Hedge Fund Activity: Q2 2020 in Review

169 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2020, worth a combined $1.24B — up 15% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WSFS positions and 16 closed out — a net gain of 17 holders — while 72 added to existing stakes and 42 trimmed.

The largest buyer was Macquarie Group, adding an estimated $10.7M. The largest seller was Fidelity Investments, cutting an estimated $26.4M.

  • 169 institutional investors held WSFS Financial (WSFS) as of Q2 2020, up from 152 in Q1 2020.
  • Funds reported $1.24B of WSFS Financial stock for Q2 2020, up 15% quarter-over-quarter.
  • 33 funds opened new WSFS Financial positions in Q2 2020 and 16 closed out, a net change of +17 holders.
  • The largest WSFS Financial buyer in Q2 2020 was Macquarie Group, an estimated $10.7M added.
  • The largest WSFS Financial seller in Q2 2020 was Fidelity Investments, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2020.