WSFS Financial
WSFS
236 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 97 reducing their positions, and 23 closing their positions.
22% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 23
13% more capital invested
Capital invested by funds: $2.26B → $2.55B (+$294M)
2% more funds holding
Funds holding: 232 → 236 (+4)
0.53% less ownership
Funds ownership: 87.06% → 86.53% (-0.53%)
19% less call options, than puts
Call options by funds: $246K | Put options by funds: $302K
31% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$15.6M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.63M |
| 3 |
Millennium Management
New York
|
+$5.21M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$4.54M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$144M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$15.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$11.7M |
| 4 |
Janus Henderson Group
London,
|
-$10.3M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$8.85M |
WSFS Hedge Fund Activity: Q3 2022 in Review
236 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2022, worth a combined $2.55B — up 13% from $2.26B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new WSFS positions and 23 closed out — a net gain of 5 holders — while 67 added to existing stakes and 97 trimmed.
The largest buyer was Franklin Resources, adding an estimated $15.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $144M.
- 236 institutional investors held WSFS Financial (WSFS) as of Q3 2022, up from 232 in Q2 2022.
- Funds reported $2.55B of WSFS Financial stock for Q3 2022, up 13% quarter-over-quarter.
- 28 funds opened new WSFS Financial positions in Q3 2022 and 23 closed out, a net change of +5 holders.
- The largest WSFS Financial buyer in Q3 2022 was Franklin Resources, an estimated $15.6M added.
- The largest WSFS Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $144M sold.
Based on aggregated 13F filings for Q3 2022.