We are live on ! Find out more
TFSL icon

TFS Financial

113 hedge funds and large institutions have $620M invested in TFS Financial in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $837K | Put options by funds: $637K

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

4% more capital invested

Capital invested by funds: $594M → $620M (+$25.5M)

6% less funds holding

Funds holding: 120113 (-7)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
6
Increased
46
Reduced
39
Closed
13
Calls
$837K
Puts
$637K
Net Calls
+$200K
Net Calls Change
-$863K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$3.99M -$163K -13,732 -4%
PPA
27
Parametric Portfolio Associates
Washington
$3.24M +$37.9K +3,190 +1%
TI
28
Turner Investments
Pennsylvania
$2.9M
AIMCA
29
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.72M +$157K +13,200 +6%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$2.41M +$70.1K +5,900 +3%
Charles Schwab
31
Charles Schwab
California
$2.31M +$138K +11,630 +7%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$2.21M -$4.58K -385 -0.2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.16M +$773K +65,028 +60%
Deutsche Bank
34
Deutsche Bank
Germany
$1.97M -$2.32M -195,236 -55%
ACP
35
Andalusian Capital Partners
Connecticut
$1.95M -$120K -10,106 -6%
RFC
36
Russell Frank Company
Washington
$1.83M +$16K +1,347 +1%
First Trust Advisors
37
First Trust Advisors
Illinois
$1.81M +$454K +38,167 +35%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$1.78M +$7.13K +600 +0.4%
Nomura Holdings
39
Nomura Holdings
Japan
$1.74M +$480K +40,346 +40%
TCIM
40
TIAA CREF Investment Management
New York
$1.59M -$216K -18,141 -12%
MCA
41
Mendon Capital Advisors
Florida
$1.58M +$321K +27,000 +27%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$1.45M +$7.73K +650 +0.6%
ST
43
Spot Trading
Illinois
$1.38M +$225K +18,964 +21%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.32M +$273K +23,000 +28%
American Century Companies
45
American Century Companies
Missouri
$1.11M +$1.06M +89,409 New
CS
46
Credit Suisse
Switzerland
$1.04M -$437K -36,796 -31%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.04M -$528K -44,416 -35%
NCCM
48
Nine Chapters Capital Management
New Jersey
$952K -$231K -19,400 -20%
AllianceBernstein
49
AllianceBernstein
Tennessee
$931K -$4.18K -352 -0.5%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$875K -$112K -9,439 -12%

TFSL Hedge Fund Activity: Q1 2014 in Review

113 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2014, worth a combined $620M — up 4.3% from $594M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TFSL and 6 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 46 added.

The largest buyer was Stieven Capital Advisors, adding an estimated $8.53M. The largest seller was Newtyn Management, cutting an estimated $5.14M.

  • 113 institutional investors held TFS Financial (TFSL) as of Q1 2014, down from 120 in Q4 2013.
  • Funds reported $620M of TFS Financial stock for Q1 2014, up 4.3% quarter-over-quarter.
  • 6 funds opened new TFS Financial positions in Q1 2014 and 13 closed out, a net change of -7 holders.
  • The largest TFS Financial buyer in Q1 2014 was Stieven Capital Advisors, an estimated $8.53M added.
  • The largest TFS Financial seller in Q1 2014 was Newtyn Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2014.