WSFS Financial
WSFS
202 hedge funds and large institutions have $2.25B invested in WSFS Financial in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 53 reducing their positions, and 18 closing their positions.
6,120% more call options, than puts
Call options by funds: $311K | Put options by funds: $5K
89% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 18
49% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 53
8% more funds holding
Funds holding: 187 → 202 (+15)
3.42% more ownership
Funds ownership: 91.01% → 94.44% (+3.4%)
1% more capital invested
Capital invested by funds: $2.22B → $2.25B (+$31.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$58M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$54.2M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$35.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$15.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$33M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$13.9M |
| 3 |
Millennium Management
New York
|
-$9.81M |
| 4 |
Janus Henderson Group
London,
|
-$9.1M |
| 5 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$8.78M |
WSFS Hedge Fund Activity: Q4 2021 in Review
202 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2021, worth a combined $2.25B — up 1.4% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WSFS positions and 18 closed out — a net gain of 16 holders — while 79 added to existing stakes and 53 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $58M. The largest seller was Fidelity Investments, cutting an estimated $33M.
- 202 institutional investors held WSFS Financial (WSFS) as of Q4 2021, up from 187 in Q3 2021.
- Funds reported $2.25B of WSFS Financial stock for Q4 2021, up 1.4% quarter-over-quarter.
- 34 funds opened new WSFS Financial positions in Q4 2021 and 18 closed out, a net change of +16 holders.
- The largest WSFS Financial buyer in Q4 2021 was JP Morgan Chase, an estimated $58M added.
- The largest WSFS Financial seller in Q4 2021 was Fidelity Investments, an estimated $33M sold.
Based on aggregated 13F filings for Q4 2021.