WSFS Financial
WSFS
154 hedge funds and large institutions have $1.16B invested in WSFS Financial in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 23 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 54
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.17% less ownership
Funds ownership: 85.3% → 85.12% (-0.17%)
6% less capital invested
Capital invested by funds: $1.24B → $1.16B (-$74.4M)
9% less funds holding
Funds holding: 169 → 154 (-15)
61% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 23
69% less call options, than puts
Call options by funds: $5K | Put options by funds: $16K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$12.2M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$11.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$6.63M |
| 4 |
Millennium Management
New York
|
+$5.75M |
| 5 |
SCM
Stadium Capital Management
New Canaan,
Connecticut
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$9.82M |
| 2 |
RA
Royce & Associates
New York
|
-$7.55M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.57M |
| 4 |
BlackRock
New York
|
-$5.73M |
| 5 |
Renaissance Technologies
New York
|
-$5.03M |
WSFS Hedge Fund Activity: Q3 2020 in Review
154 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2020, worth a combined $1.16B — down 6% from $1.24B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of WSFS and 9 opened new positions — a net loss of 14 holders — while 54 trimmed existing stakes and 68 added.
The largest buyer was Jennison Associates, adding an estimated $12.2M. The largest seller was Janus Henderson Group, cutting an estimated $9.82M.
- 154 institutional investors held WSFS Financial (WSFS) as of Q3 2020, down from 169 in Q2 2020.
- Funds reported $1.16B of WSFS Financial stock for Q3 2020, down 6% quarter-over-quarter.
- 9 funds opened new WSFS Financial positions in Q3 2020 and 23 closed out, a net change of -14 holders.
- The largest WSFS Financial buyer in Q3 2020 was Jennison Associates, an estimated $12.2M added.
- The largest WSFS Financial seller in Q3 2020 was Janus Henderson Group, an estimated $9.82M sold.
Based on aggregated 13F filings for Q3 2020.