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TFS Financial
TFSL

119 hedge funds and large institutions have $634M invested in TFS Financial in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

11.72% more ownership

Funds ownership: 0% → 11.72% (+12%)

6% more capital invested

Capital invested by funds: $597M → $634M (+$37.7M)

6% more funds holding

Funds holding: 112 → 119 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
41
Reduced
36
Closed
9
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$395K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.1M
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.76M
3
Wells Fargo
Wells Fargo
California
+$5.76M
4
First Trust Advisors
First Trust Advisors
Illinois
+$3.93M
5
Northern Trust
Northern Trust
Illinois
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$13.2M
2
EC
EJF Capital
Virginia
-$11.2M
3
MPAM
Monarch Partners Asset Management
Massachusetts
-$6.48M
4
SCA
Stieven Capital Advisors
Missouri
-$3.69M
5
Goldman Sachs
Goldman Sachs
New York
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$3.97M -$366K -19,884 -9%
Charles Schwab
27
Charles Schwab
California
$3.68M -$198K -10,733 -5%
State Board of Administration of Florida Retirement System
28
State Board of Administration of Florida Retirement System
Florida
$3.54M +$47.9K +2,600 +1%
TA
29
Teachers Advisors
New York
$3.43M +$1.18M +64,241 +55%
Deutsche Bank
30
Deutsche Bank
Germany
$3.31M +$994K +53,925 +45%
Citigroup
31
Citigroup
New York
$3.04M -$165K -8,932 -5%
Millennium Management
32
Millennium Management
New York
$2.61M -$1.07M -58,254 -30%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$2.42M -$527K -28,600 -18%
CRC
34
Curi RMB Capital
Illinois
$2.4M – – –
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$2.37M -$1.14M -61,770 -33%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$2.33M -$57.1K -3,100 -2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$2.27M – – –
AQR Capital Management
38
AQR Capital Management
Connecticut
$1.97M +$83.7K +4,541 +5%
CA
39
Clearstead Advisors
Ohio
$1.93M +$1.87M +101,470 New
AG
40
Aperio Group
California
$1.86M -$332K -18,028 -16%
CS
41
Credit Suisse
Switzerland
$1.7M -$398K -21,579 -19%
FQ
42
First Quadrant
California
$1.58M +$1.53M +83,219 New
Ameriprise
43
Ameriprise
Minnesota
$1.57M +$3.32K +180 +0.2%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$1.35M +$594K +32,254 +84%
Bank of America
45
Bank of America
North Carolina
$1.29M +$363K +19,719 +41%
CI
46
Cigna Investments
Connecticut
$1.23M +$1.19M +64,786 New
BG
47
BlackRock Group
United Kingdom
$1.21M +$92.7K +5,032 +9%
Invesco
48
Invesco
Georgia
$1.08M +$79.8K +4,330 +8%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.02M +$111K +6,031 +13%
Morgan Stanley
50
Morgan Stanley
New York
$948K +$317K +17,205 +53%
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TFSL Hedge Fund Activity: Q4 2016 in Review

119 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2016, worth a combined $634M — up 6.3% from $597M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TFSL positions and 9 closed out — a net gain of 10 holders — while 41 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.1M. The largest seller was Brown Advisory, cutting an estimated $13.2M.

  • 119 institutional investors held TFS Financial (TFSL) as of Q4 2016, up from 112 in Q3 2016.
  • Funds reported $634M of TFS Financial stock for Q4 2016, up 6.3% quarter-over-quarter.
  • 19 funds opened new TFS Financial positions in Q4 2016 and 9 closed out, a net change of +10 holders.
  • The largest TFS Financial buyer in Q4 2016 was Fidelity Investments, an estimated $12.1M added.
  • The largest TFS Financial seller in Q4 2016 was Brown Advisory, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2016.