WSFS Financial
WSFS
240 hedge funds and large institutions have $2.43B invested in WSFS Financial in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 23 closing their positions.
3,261% more call options, than puts
Call options by funds: $605K | Put options by funds: $18K
0.72% more ownership
Funds ownership: 88.66% → 89.38% (+0.72%)
1% less funds holding
Funds holding: 242 → 240 (-2)
2% less capital invested
Capital invested by funds: $2.47B → $2.43B (-$42M)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
30% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$27.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.2M |
| 3 |
BlackRock
New York
|
+$10.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$9.95M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$6.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$26.3M |
| 2 |
Jennison Associates
New York
|
-$8.13M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$6.48M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$4.46M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$4.09M |
WSFS Hedge Fund Activity: Q1 2024 in Review
240 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2024, worth a combined $2.43B — down 1.7% from $2.47B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of WSFS and 21 opened new positions — a net loss of 2 holders — while 100 trimmed existing stakes and 70 added.
The largest buyer was Aberdeen Group, opening a new position worth an estimated $27.9M. The largest seller was Morgan Stanley, cutting an estimated $26.3M.
- 240 institutional investors held WSFS Financial (WSFS) as of Q1 2024, down from 242 in Q4 2023.
- Funds reported $2.43B of WSFS Financial stock for Q1 2024, down 1.7% quarter-over-quarter.
- 21 funds opened new WSFS Financial positions in Q1 2024 and 23 closed out, a net change of -2 holders.
- The largest WSFS Financial buyer in Q1 2024 was Aberdeen Group, an estimated $27.9M added.
- The largest WSFS Financial seller in Q1 2024 was Morgan Stanley, an estimated $26.3M sold.
Based on aggregated 13F filings for Q1 2024.