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TFS Financial
TFSL

113 hedge funds and large institutions have $457M invested in TFS Financial in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 41 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: 1 → 1 (0)

0.06% less ownership

Funds ownership: 10.93% → 10.87% (-0.06%)

1% less funds holding

Funds holding: 114 → 113 (-1)

7% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 41

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

5% less capital invested

Capital invested by funds: $484M → $457M (-$26.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
38
Reduced
41
Closed
12
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$5.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.04M
3
Goldman Sachs
Goldman Sachs
New York
+$1.55M
4
Charles Schwab
Charles Schwab
California
+$1.45M
5
First Trust Advisors
First Trust Advisors
Illinois
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.53M
2
SBH
Segall Bryant & Hamill
Illinois
-$3.19M
3
SEI Investments
SEI Investments
Pennsylvania
-$2.93M
4
Millennium Management
Millennium Management
New York
-$2.67M
5
Ameriprise
Ameriprise
Minnesota
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Clearstead Advisors
Ohio
$2.44M +$951K +60,898 +60%
Citadel Advisors
27
Citadel Advisors
Florida
$1.96M -$468K -29,956 -19%
AG
28
Aperio Group
California
$1.88M +$230K +14,742 +13%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$1.79M +$6.01K +385 +0.3%
VCM
30
Vision Capital Management
Oregon
$1.71M -$7.57K -485 -0.4%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.7M -$215K -13,780 -11%
Swiss National Bank
32
Swiss National Bank
Switzerland
$1.47M – – –
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$1.3M – – –
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$1.21M +$156 +10 +0%
AQR Capital Management
35
AQR Capital Management
Connecticut
$1.2M -$61.2K -3,921 -5%
Invesco
36
Invesco
Georgia
$1.09M +$29.6K +1,895 +3%
DF
37
Donoghue Forlines
Massachusetts
$959K +$535K +34,261 +116%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$828K -$59.8K -3,828 -6%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$811K +$11.5K +739 +1%
HA
40
Harbor Advisors
Florida
$751K +$781K +50,000 New
SEI Investments
41
SEI Investments
Pennsylvania
$705K -$2.93M -187,562 -80%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$638K +$1.76K +113 +0.3%
UBS AM
43
UBS AM
Illinois
$631K – – –
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$601K -$55.2K -3,532 -8%
AAM
45
Advisors Asset Management
Colorado
$597K +$112K +7,189 +22%
BGDI
46
BW Gestao de Investimentos
Brazil
$566K – – –
BCM
47
Brookstone Capital Management
Illinois
$503K +$16.9K +1,080 +3%
WF
48
WealthTrust Fairport
Ohio
$490K +$31 +2 +0%
CS
49
Credit Suisse
Switzerland
$447K -$33.7K -2,158 -7%
AllianceBernstein
50
AllianceBernstein
Tennessee
$442K -$7.81K -500 -2%
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TFSL Hedge Fund Activity: Q3 2018 in Review

113 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2018, worth a combined $457M — down 5.4% from $484M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of TFSL and 11 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 38 added.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $5.3M. The largest seller was BlackRock, cutting an estimated $3.53M.

  • 113 institutional investors held TFS Financial (TFSL) as of Q3 2018, down from 114 in Q2 2018.
  • Funds reported $457M of TFS Financial stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 11 funds opened new TFS Financial positions in Q3 2018 and 12 closed out, a net change of -1 holder.
  • The largest TFS Financial buyer in Q3 2018 was Maltese Capital Management, an estimated $5.3M added.
  • The largest TFS Financial seller in Q3 2018 was BlackRock, an estimated $3.53M sold.

Based on aggregated 13F filings for Q3 2018.