WSFS Financial
WSFS
217 hedge funds and large institutions have $1.94B invested in WSFS Financial in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 82 reducing their positions, and 15 closing their positions.
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
4% more funds holding
Funds holding: 208 → 217 (+9)
0.79% less ownership
Funds ownership: 87.67% → 86.87% (-0.79%)
4% less capital invested
Capital invested by funds: $2.02B → $1.94B (-$85.9M)
22% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$5.31M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$5.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.79M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$4.3M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$10.8M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$9.79M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$9.36M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$8.67M |
| 5 |
State Street
Boston,
Massachusetts
|
-$8.45M |
WSFS Hedge Fund Activity: Q3 2023 in Review
217 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2023, worth a combined $1.94B — down 4.2% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new WSFS positions and 15 closed out — a net gain of 11 holders — while 64 added to existing stakes and 82 trimmed.
The largest buyer was Fisher Asset Management, opening a new position worth an estimated $5.31M. The largest seller was Macquarie Group, cutting an estimated $10.8M.
- 217 institutional investors held WSFS Financial (WSFS) as of Q3 2023, up from 208 in Q2 2023.
- Funds reported $1.94B of WSFS Financial stock for Q3 2023, down 4.2% quarter-over-quarter.
- 26 funds opened new WSFS Financial positions in Q3 2023 and 15 closed out, a net change of +11 holders.
- The largest WSFS Financial buyer in Q3 2023 was Fisher Asset Management, an estimated $5.31M added.
- The largest WSFS Financial seller in Q3 2023 was Macquarie Group, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2023.