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TFS Financial
TFSL

114 hedge funds and large institutions have $484M invested in TFS Financial in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $453M → $484M (+$30.5M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 113 → 114 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 10.98% → 10.93% (-0.05%)

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
2.61%
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
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stieven Capital Advisors
Missouri
+$3.31M
2
Bank of America
Bank of America
North Carolina
+$2.71M
3
Millennium Management
Millennium Management
New York
+$2.62M
4
PPA
Parametric Portfolio Associates
Washington
+$2.46M
5
CRC
Curi RMB Capital
Illinois
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.96M
2
BlackRock
BlackRock
New York
-$3.61M
3
AA
Ancora Advisors
Ohio
-$2.61M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$2.21M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
26
State Board of Administration of Florida Retirement System
Florida
$2.94M – – –
Millennium Management
27
Millennium Management
New York
$2.67M +$2.62M +169,387 New
Citadel Advisors
28
Citadel Advisors
Florida
$2.54M +$982K +63,533 +65%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$2M +$13.4K +870 +0.7%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$1.87M -$4.96M -320,800 -73%
VCM
31
Vision Capital Management
Oregon
$1.8M +$858K +55,549 +94%
AG
32
Aperio Group
California
$1.74M -$54.3K -3,515 -3%
CA
33
Clearstead Advisors
Ohio
$1.6M +$3.04K +197 +0.2%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.54M – – –
Deutsche Bank
35
Deutsche Bank
Germany
$1.47M -$715K -46,303 -33%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.37M -$289K -18,700 -18%
AQR Capital Management
37
AQR Capital Management
Connecticut
$1.32M – – –
Norges Bank
38
Norges Bank
Norway
$1.28M -$1.02M -66,269 -45%
KBC Group
39
KBC Group
Belgium
$1.27M -$11.6K -749 -0.9%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$1.27M -$75.1K -4,861 -6%
Ameriprise
41
Ameriprise
Minnesota
$1.22M +$1.16K +75 +0.1%
Invesco
42
Invesco
Georgia
$1.11M -$142K -9,219 -12%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$930K -$1.78M -114,892 -66%
GCP
44
GSA Capital Partners
United Kingdom
$919K +$290K +18,769 +48%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$841K +$60.8K +3,937 +8%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$687K -$8.54K -553 -1%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$668K -$92.9K -6,015 -12%
UBS AM
48
UBS AM
Illinois
$663K – – –
Two Sigma Investments
49
Two Sigma Investments
New York
$627K -$104K -6,756 -15%
BGDI
50
BW Gestao de Investimentos
Brazil
$595K – – –
1
2
3 4 5

TFSL Hedge Fund Activity: Q2 2018 in Review

114 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2018, worth a combined $484M — up 6.7% from $453M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TFSL positions and 12 closed out — a net gain of 1 holder — while 32 added to existing stakes and 46 trimmed.

The largest buyer was Stieven Capital Advisors, adding an estimated $3.31M. The largest seller was Fidelity Investments, cutting an estimated $4.96M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q2 2018, up from 113 in Q1 2018.
  • Funds reported $484M of TFS Financial stock for Q2 2018, up 6.7% quarter-over-quarter.
  • 13 funds opened new TFS Financial positions in Q2 2018 and 12 closed out, a net change of +1 holder.
  • The largest TFS Financial buyer in Q2 2018 was Stieven Capital Advisors, an estimated $3.31M added.
  • The largest TFS Financial seller in Q2 2018 was Fidelity Investments, an estimated $4.96M sold.

Based on aggregated 13F filings for Q2 2018.