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TFS Financial
TFSL

114 hedge funds and large institutions have $523M invested in TFS Financial in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 31

14% more capital invested

Capital invested by funds: $457M → $523M (+$65.7M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 113 → 114 (+1)

0.72% more ownership

Funds ownership: 10.87% → 11.59% (+0.72%)

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: $9K

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
44
Reduced
31
Closed
18
Calls
–
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$8K

Top Buyers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$11.7M
2
Goldman Sachs
Goldman Sachs
New York
+$9.82M
3
MCM
Maltese Capital Management
New York
+$9.61M
4
Victory Capital Management
Victory Capital Management
Texas
+$5.89M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$5.56M
2
JAM
Jacobs Asset Management
New York
-$5.23M
3
Brown Advisory
Brown Advisory
Maryland
-$2.88M
4
First Trust Advisors
First Trust Advisors
Illinois
-$2.81M
5
Bank of America
Bank of America
North Carolina
-$2.17M
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
$3M – – –
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$2.9M +$2.76M +180,100 New
CA
28
Clearstead Advisors
Ohio
$2.65M +$28.8K +1,878 +1%
AG
29
Aperio Group
California
$2.3M +$268K +17,454 +14%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$2.1M +$265K +17,255 +15%
VCM
31
Vision Capital Management
Oregon
$1.91M +$66.8K +4,354 +4%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$1.9M -$18.8K -1,227 -1%
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.58M – – –
Citadel Advisors
34
Citadel Advisors
Florida
$1.51M -$569K -37,145 -28%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$1.43M +$1.36M +88,433 New
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.4M – – –
Invesco
37
Invesco
Georgia
$1.35M +$175K +11,394 +16%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$1.3M -$6.12K -399 -0.5%
AAM
39
Advisors Asset Management
Colorado
$1.05M +$386K +25,198 +63%
CS
40
Credit Suisse
Switzerland
$1.04M +$533K +34,740 +117%
SEI Investments
41
SEI Investments
Pennsylvania
$937K +$173K +11,263 +24%
BSW
42
Buckingham Strategic Wealth
Missouri
$833K +$792K +51,670 New
HA
43
Harbor Advisors
Florida
$807K – – –
Russell Investments Group
44
Russell Investments Group
United Kingdom
$797K -$87.8K -5,724 -10%
CBFP
45
Cedar Brook Financial Partners
Ohio
$768K +$730K +47,624 New
PAM
46
Panagora Asset Management
Massachusetts
$746K +$645K +42,055 +1,001%
AQR Capital Management
47
AQR Capital Management
Connecticut
$738K -$525K -34,259 -43%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$715K +$28.2K +1,842 +4%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$693K -$170K -11,103 -21%
UBS AM
50
UBS AM
Illinois
$678K – – –
1
2
3 4 5

TFSL Hedge Fund Activity: Q4 2018 in Review

114 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2018, worth a combined $523M — up 14% from $457M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TFSL positions and 18 closed out — a net gain of 1 holder — while 44 added to existing stakes and 31 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $11.7M. The largest seller was Curi RMB Capital, cutting an estimated $5.56M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q4 2018, up from 113 in Q3 2018.
  • Funds reported $523M of TFS Financial stock for Q4 2018, up 14% quarter-over-quarter.
  • 19 funds opened new TFS Financial positions in Q4 2018 and 18 closed out, a net change of +1 holder.
  • The largest TFS Financial buyer in Q4 2018 was Cramer Rosenthal McGlynn, an estimated $11.7M added.
  • The largest TFS Financial seller in Q4 2018 was Curi RMB Capital, an estimated $5.56M sold.

Based on aggregated 13F filings for Q4 2018.