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WSFS Financial

187 hedge funds and large institutions have $2.22B invested in WSFS Financial in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital inflows, than outflows

Capital inflows: $101M | Capital outflows: $67.9M

1.54% more ownership

Funds ownership: 89.47% → 91.01% (+1.5%)

7% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 67

1% less funds holding

Funds holding: 189 → 187 (-2)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

14% less call options, than puts

Call options by funds: $339K | Put options by funds: $395K

Holders
187
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
72
Reduced
67
Closed
20
Calls
$339K
Puts
$395K
Net Calls
-$56K
Net Calls Change
-$340K

WSFS Hedge Fund Activity: Q3 2021 in Review

187 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2021, worth a combined $2.22B — up 12% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of WSFS and 18 opened new positions — a net loss of 2 holders — while 67 trimmed existing stakes and 72 added.

The largest buyer was Millennium Management, adding an estimated $10.7M. The largest seller was JP Morgan Chase, cutting an estimated $17.1M.

  • 187 institutional investors held WSFS Financial (WSFS) as of Q3 2021, down from 189 in Q2 2021.
  • Funds reported $2.22B of WSFS Financial stock for Q3 2021, up 12% quarter-over-quarter.
  • 18 funds opened new WSFS Financial positions in Q3 2021 and 20 closed out, a net change of -2 holders.
  • The largest WSFS Financial buyer in Q3 2021 was Millennium Management, an estimated $10.7M added.
  • The largest WSFS Financial seller in Q3 2021 was JP Morgan Chase, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2021.