WSFS Financial
WSFS
231 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 38 reducing their positions, and 29 closing their positions.
203% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 38
103% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 29
15% more capital invested
Capital invested by funds: $2.22B → $2.55B (+$324M)
14% more funds holding
Funds holding: 202 → 231 (+29)
4.63% less ownership
Funds ownership: 94.44% → 89.81% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$127M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$67.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$51.4M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$51.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$58.6M |
| 2 |
Goldman Sachs
New York
|
-$8.51M |
| 3 |
D.E. Shaw & Co
New York
|
-$7.64M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.3M |
| 5 |
JAM
Jacobs Asset Management
New York
|
-$5.26M |
WSFS Hedge Fund Activity: Q1 2022 in Review
231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2022, worth a combined $2.55B — up 15% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new WSFS positions and 29 closed out — a net gain of 30 holders — while 115 added to existing stakes and 38 trimmed.
The largest buyer was BlackRock, adding an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $58.6M.
- 231 institutional investors held WSFS Financial (WSFS) as of Q1 2022, up from 202 in Q4 2021.
- Funds reported $2.55B of WSFS Financial stock for Q1 2022, up 15% quarter-over-quarter.
- 59 funds opened new WSFS Financial positions in Q1 2022 and 29 closed out, a net change of +30 holders.
- The largest WSFS Financial buyer in Q1 2022 was BlackRock, an estimated $127M added.
- The largest WSFS Financial seller in Q1 2022 was JP Morgan Chase, an estimated $58.6M sold.
Based on aggregated 13F filings for Q1 2022.