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WSFS Financial
WSFS

189 hedge funds and large institutions have $1.99B invested in WSFS Financial in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

1% more funds holding

Funds holding: 188 → 189 (+1)

1.45% less ownership

Funds ownership: 90.93% → 89.47% (-1.5%)

8% less capital invested

Capital invested by funds: $2.15B → $1.99B (-$162M)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
76
Closed
19
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$170K

Top Buyers

Rank Fund Capital Flow
1
CB
Cooke & Bieler
Pennsylvania
+$38.8M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$5.61M
3
Principal Financial Group
Principal Financial Group
Iowa
+$4.99M
4
Morgan Stanley
Morgan Stanley
New York
+$3.78M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.44M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.9M
2
ZCM
Ziegler Capital Management
Illinois
-$12.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$11.1M
4
Nuveen
Nuveen
North Carolina
-$10.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.46M

WSFS Hedge Fund Activity: Q2 2021 in Review

189 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2021, worth a combined $1.99B — down 7.5% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WSFS positions and 19 closed out — a net gain of 2 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $38.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $12.9M.

  • 189 institutional investors held WSFS Financial (WSFS) as of Q2 2021, up from 188 in Q1 2021.
  • Funds reported $1.99B of WSFS Financial stock for Q2 2021, down 7.5% quarter-over-quarter.
  • 21 funds opened new WSFS Financial positions in Q2 2021 and 19 closed out, a net change of +2 holders.
  • The largest WSFS Financial buyer in Q2 2021 was Cooke & Bieler, an estimated $38.8M added.
  • The largest WSFS Financial seller in Q2 2021 was T. Rowe Price Associates, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2021.