We are live on ! Find out more
TFSL icon

TFS Financial
TFSL

113 hedge funds and large institutions have $660M invested in TFS Financial in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

3% less funds holding

Funds holding: 117 → 113 (-4)

6% less capital invested

Capital invested by funds: $704M → $660M (-$44.2M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

79% less call options, than puts

Call options by funds: $447K | Put options by funds: $2.12M

Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
40
Reduced
44
Closed
12
Calls
$447K
Puts
$2.12M
Net Calls
-$1.67M
Net Calls Change
-$840K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
2
Brown Advisory
Brown Advisory
Maryland
+$7.04M
3
Renaissance Technologies
Renaissance Technologies
New York
+$4.37M
4
SBH
Segall Bryant & Hamill
Illinois
+$3.11M
5
Ameriprise
Ameriprise
Minnesota
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$38.5M
2
FCP
Fine Capital Partners
New York
-$30.7M
3
Norges Bank
Norges Bank
Norway
-$17.6M
4
RCM
Royal Capital Management
New York
-$4.92M
5
ACP
Andalusian Capital Partners
Connecticut
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
26
Turner Investments
Pennsylvania
$2.69M -$178K -12,710 -6%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$2.68M +$9.79K +700 +0.4%
Ameriprise
28
Ameriprise
Minnesota
$2.64M +$2.54M +181,464 +6,236%
Charles Schwab
29
Charles Schwab
California
$2.52M +$157K +11,247 +7%
First Trust Advisors
30
First Trust Advisors
Illinois
$2.37M -$41.9K -2,997 -2%
TCIM
31
TIAA CREF Investment Management
New York
$2.31M -$372K -26,619 -14%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$2.06M +$82.1K +5,866 +4%
ST
33
Spot Trading
Illinois
$1.89M +$1.17M +83,809 +174%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.48M -$39.2K -2,800 -3%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$1.42M -$201K -14,372 -13%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.33M -$658K -47,006 -34%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$1.18M – – –
AllianceBernstein
38
AllianceBernstein
Tennessee
$1.06M +$21K +1,500 +2%
RFC
39
Russell Frank Company
Washington
$1.06M -$841K -60,131 -45%
American Century Companies
40
American Century Companies
Missouri
$1.03M -$18K -1,284 -2%
State Board of Administration of Florida Retirement System
41
State Board of Administration of Florida Retirement System
Florida
$1.01M – – –
MCA
42
Mendon Capital Advisors
Florida
$932K -$517K -36,950 -36%
CS
43
Credit Suisse
Switzerland
$922K -$99.5K -7,110 -10%
KeyBank National Association
44
KeyBank National Association
Ohio
$911K -$42 -3 -0%
MAM
45
Martingale Asset Management
Massachusetts
$878K – – –
TA
46
Teachers Advisors
New York
$805K +$44.4K +3,175 +6%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$792K +$2.1K +150 +0.3%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$742K -$337K -24,118 -32%
BGDI
49
BW Gestao de Investimentos
Brazil
$733K +$716K +51,155 New
CRC
50
Curi RMB Capital
Illinois
$716K – – –
1
2
3 4 5

TFSL Hedge Fund Activity: Q3 2014 in Review

113 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2014, worth a combined $660M — down 6.3% from $704M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of TFSL and 9 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 40 added.

The largest buyer was Fidelity Investments, adding an estimated $34.1M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $38.5M.

  • 113 institutional investors held TFS Financial (TFSL) as of Q3 2014, down from 117 in Q2 2014.
  • Funds reported $660M of TFS Financial stock for Q3 2014, down 6.3% quarter-over-quarter.
  • 9 funds opened new TFS Financial positions in Q3 2014 and 12 closed out, a net change of -3 holders.
  • The largest TFS Financial buyer in Q3 2014 was Fidelity Investments, an estimated $34.1M added.
  • The largest TFS Financial seller in Q3 2014 was Cramer Rosenthal McGlynn, an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2014.