WSFS Financial
WSFS
207 hedge funds and large institutions have $2.02B invested in WSFS Financial in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.
0% less capital invested
Capital invested by funds: $2.03B → $2.02B (-$9.22M)
0.61% less ownership
Funds ownership: 87.84% → 87.23% (-0.61%)
8% less funds holding
Funds holding: 226 → 207 (-19)
21% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 87
58% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$8.02M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$7.2M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$5.22M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$3.65M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$9.07M |
| 2 |
Goldman Sachs
New York
|
-$7.01M |
| 3 |
ClearBridge Investments
New York
|
-$5.71M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.53M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$3.76M |
WSFS Hedge Fund Activity: Q2 2023 in Review
207 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2023, worth a combined $2.02B — down 0.45% from $2.03B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of WSFS and 14 opened new positions — a net loss of 19 holders — while 87 trimmed existing stakes and 69 added.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $8.02M. The largest seller was Millennium Management, cutting an estimated $9.07M.
- 207 institutional investors held WSFS Financial (WSFS) as of Q2 2023, down from 226 in Q1 2023.
- Funds reported $2.02B of WSFS Financial stock for Q2 2023, down 0.45% quarter-over-quarter.
- 14 funds opened new WSFS Financial positions in Q2 2023 and 33 closed out, a net change of -19 holders.
- The largest WSFS Financial buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $8.02M added.
- The largest WSFS Financial seller in Q2 2023 was Millennium Management, an estimated $9.07M sold.
Based on aggregated 13F filings for Q2 2023.