WSFS Financial
WSFS
241 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, 101 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
1.59% more ownership
Funds ownership: 87.8% → 89.39% (+1.6%)
1% less capital invested
Capital invested by funds: $2.45B → $2.43B (-$17.5M)
1% less funds holding
Funds holding: 243 → 241 (-2)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
31% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 101
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 |
Jennison Associates
New York
|
-$8.13M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$6.48M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$4.46M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$4.09M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$3.57M |
WSFS Hedge Fund Activity: Q1 2024 in Review
241 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2024, worth a combined $2.43B — down 0.72% from $2.45B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of WSFS and 21 opened new positions — a net loss of 2 holders — while 101 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 Jennison Associates, cutting an estimated $8.13M.
- 241 institutional investors held WSFS Financial (WSFS) as of Q1 2024, down from 243 in Q4 2023.
- Funds reported $2.43B of WSFS Financial stock for Q1 2024, down 0.72% 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 Jennison Associates, an estimated $8.13M sold.
Based on aggregated 13F filings for Q1 2024.