WSFS Financial
WSFS
226 hedge funds and large institutions have $2.03B invested in WSFS Financial in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 26 closing their positions.
5.73% more ownership
Funds ownership: 82.11% → 87.84% (+5.7%)
8% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 26
2% less funds holding
Funds holding: 230 → 226 (-4)
11% less capital invested
Capital invested by funds: $2.29B → $2.03B (-$261M)
14% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 83
88% less call options, than puts
Call options by funds: $38K | Put options by funds: $320K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$14M |
| 2 |
Jennison Associates
New York
|
+$11.9M |
| 3 |
Millennium Management
New York
|
+$10.4M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$5.85M |
| 5 |
BlackRock
New York
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$21.1M |
| 2 |
Goldman Sachs
New York
|
-$13M |
| 3 |
ClearBridge Investments
New York
|
-$8.81M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$7.97M |
| 5 |
Janus Henderson Group
London,
|
-$7.54M |
WSFS Hedge Fund Activity: Q1 2023 in Review
226 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2023, worth a combined $2.03B — down 11% from $2.29B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of WSFS and 24 opened new positions — a net loss of 2 holders — while 83 trimmed existing stakes and 71 added.
The largest buyer was State Street, adding an estimated $14M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $21.1M.
- 226 institutional investors held WSFS Financial (WSFS) as of Q1 2023, down from 230 in Q4 2022.
- Funds reported $2.03B of WSFS Financial stock for Q1 2023, down 11% quarter-over-quarter.
- 24 funds opened new WSFS Financial positions in Q1 2023 and 26 closed out, a net change of -2 holders.
- The largest WSFS Financial buyer in Q1 2023 was State Street, an estimated $14M added.
- The largest WSFS Financial seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $21.1M sold.
Based on aggregated 13F filings for Q1 2023.