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TFS Financial

109 hedge funds and large institutions have $497M invested in TFS Financial in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 11.44%11.36% (-0.08%)

2% less funds holding

Funds holding: 111109 (-2)

8% less capital invested

Capital invested by funds: $540M → $497M (-$43.1M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

29% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 45

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$2.35M +$416K +25,720 +20%
SEI Investments
27
SEI Investments
Pennsylvania
$1.92M +$705K +43,651 +54%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.91M +$24.2K +1,500 +1%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$1.63M -$218K -13,501 -11%
Ameriprise
30
Ameriprise
Minnesota
$1.58M +$312K +19,340 +23%
CA
31
Clearstead Advisors
Ohio
$1.57M
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$1.5M -$324K -20,083 -17%
Citadel Advisors
33
Citadel Advisors
Florida
$1.48M -$677K -41,879 -30%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.46M -$399K -24,700 -21%
AQR Capital Management
35
AQR Capital Management
Connecticut
$1.46M -$103K -6,352 -6%
Goldman Sachs
36
Goldman Sachs
New York
$1.4M -$234K -14,510 -14%
Bank of America
37
Bank of America
North Carolina
$1.33M -$27.5K -1,703 -2%
FQ
38
First Quadrant
California
$1.26M -$172K -10,664 -12%
Wells Fargo
39
Wells Fargo
California
$1.16M -$1.53M -94,782 -56%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$1.1M +$299K +18,535 +35%
Invesco
41
Invesco
Georgia
$1.04M +$229K +14,182 +27%
CI
42
Cigna Investments
Connecticut
$1.04M
Morgan Stanley
43
Morgan Stanley
New York
$935K +$447K +27,634 +84%
CS
44
Credit Suisse
Switzerland
$791K -$99.5K -6,156 -11%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$753K -$129K -7,965 -14%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$683K +$29.1K +1,804 +4%
KAM
47
Kavi Asset Management
New York
$654K
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$625K -$21K -1,300 -3%
HHC
49
Hutchin Hill Capital
New York
$593K
AG
50
Aperio Group
California
$528K -$32.6K -2,020 -6%

TFSL Hedge Fund Activity: Q2 2017 in Review

109 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2017, worth a combined $497M — down 8% from $540M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TFSL and 13 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 32 added.

The largest buyer was Millennium Management, adding an estimated $5.24M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $6.62M sold.

  • 109 institutional investors held TFS Financial (TFSL) as of Q2 2017, down from 111 in Q1 2017.
  • Funds reported $497M of TFS Financial stock for Q2 2017, down 8% quarter-over-quarter.
  • 13 funds opened new TFS Financial positions in Q2 2017 and 15 closed out, a net change of -2 holders.
  • The largest TFS Financial buyer in Q2 2017 was Millennium Management, an estimated $5.24M added.
  • The largest TFS Financial seller in Q2 2017 was Kennedy Capital Management, an estimated $6.62M sold.

Based on aggregated 13F filings for Q2 2017.