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WSFS Financial
WSFS

243 hedge funds and large institutions have $2.45B invested in WSFS Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

75% more call options, than puts

Call options by funds: $152K | Put options by funds: $87K

26% more capital invested

Capital invested by funds: $1.94B → $2.45B (+$513M)

11% more funds holding

Funds holding: 218 → 243 (+25)

8% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 76

0.92% more ownership

Funds ownership: 86.88% → 87.8% (+0.92%)

Holders
243
Holders Change
+25
Holders Change %
+11.47%
% of All Funds
3.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
82
Reduced
76
Closed
15
Calls
$152K
Puts
$87K
Net Calls
+$65K
Net Calls Change
-$540K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$9.12M
2
Morgan Stanley
Morgan Stanley
New York
+$6.93M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$6.45M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.32M
5
State Street
State Street
Massachusetts
+$6.1M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$20.7M
2
Janus Henderson Group
Janus Henderson Group
-$18.9M
3
BlackRock
BlackRock
New York
-$6.46M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.38M
5
PCM
Palisade Capital Management
New Jersey
-$2.9M

WSFS Hedge Fund Activity: Q4 2023 in Review

243 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2023, worth a combined $2.45B — up 26% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new WSFS positions and 15 closed out — a net gain of 29 holders — while 82 added to existing stakes and 76 trimmed.

The largest buyer was Franklin Resources, adding an estimated $9.12M. The largest seller was Ameriprise, cutting an estimated $20.7M.

  • 243 institutional investors held WSFS Financial (WSFS) as of Q4 2023, up from 218 in Q3 2023.
  • Funds reported $2.45B of WSFS Financial stock for Q4 2023, up 26% quarter-over-quarter.
  • 44 funds opened new WSFS Financial positions in Q4 2023 and 15 closed out, a net change of +29 holders.
  • The largest WSFS Financial buyer in Q4 2023 was Franklin Resources, an estimated $9.12M added.
  • The largest WSFS Financial seller in Q4 2023 was Ameriprise, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2023.