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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$10.7M |
| 2 |
Jennison Associates
New York
|
+$7.38M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
+$6.48M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$5.21M |
| 5 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$5.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.4M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$15.9M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$10.6M |
| 4 |
Renaissance Technologies
New York
|
-$9.07M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.09M |
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.