WSFS Financial
WSFS
265 hedge funds and large institutions have $2.71B invested in WSFS Financial in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 12 closing their positions.
275% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 12
83% more call options, than puts
Call options by funds: $876K | Put options by funds: $479K
14% more funds holding
Funds holding: 233 → 265 (+32)
8% more capital invested
Capital invested by funds: $2.51B → $2.71B (+$202M)
0.78% more ownership
Funds ownership: 88.72% → 89.5% (+0.78%)
30% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$11.9M |
| 2 |
Goldman Sachs
New York
|
+$9.84M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$7.61M |
| 4 |
Morgan Stanley
New York
|
+$6.41M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$12.9M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$9.75M |
| 3 |
Jennison Associates
New York
|
-$6.87M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.48M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.45M |
WSFS Hedge Fund Activity: Q3 2024 in Review
265 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2024, worth a combined $2.71B — up 8.1% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new WSFS positions and 12 closed out — a net gain of 33 holders — while 70 added to existing stakes and 100 trimmed.
The largest buyer was ClearBridge Investments, opening a new position worth an estimated $11.9M. The largest seller was Franklin Resources, cutting an estimated $12.9M.
- 265 institutional investors held WSFS Financial (WSFS) as of Q3 2024, up from 233 in Q2 2024.
- Funds reported $2.71B of WSFS Financial stock for Q3 2024, up 8.1% quarter-over-quarter.
- 45 funds opened new WSFS Financial positions in Q3 2024 and 12 closed out, a net change of +33 holders.
- The largest WSFS Financial buyer in Q3 2024 was ClearBridge Investments, an estimated $11.9M added.
- The largest WSFS Financial seller in Q3 2024 was Franklin Resources, an estimated $12.9M sold.
Based on aggregated 13F filings for Q3 2024.