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TFS Financial
TFSL

129 hedge funds and large institutions have $539M invested in TFS Financial in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

12% more funds holding

Funds holding: 115 → 129 (+14)

3% more capital invested

Capital invested by funds: $523M → $539M (+$15.6M)

0.1% more ownership

Funds ownership: 11.59% → 11.68% (+0.1%)

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
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
42
Reduced
37
Closed
8
Calls
–
Puts
$9K
Net Calls
-$9K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$5.66M
2
MAM
Martingale Asset Management
Massachusetts
+$4.26M
3
Victory Capital Management
Victory Capital Management
Texas
+$3.63M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.16M
5
CP
Clover Partners
Texas
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
SCA
Stieven Capital Advisors
Missouri
-$6.7M
2
MCM
Maltese Capital Management
New York
-$6.62M
3
Brown Advisory
Brown Advisory
Maryland
-$4.42M
4
Wells Fargo
Wells Fargo
California
-$2.26M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$3M -$160K -9,590 -5%
Morgan Stanley
27
Morgan Stanley
New York
$2.77M -$689K -41,216 -20%
AG
28
Aperio Group
California
$2.75M +$415K +24,805 +17%
CA
29
Clearstead Advisors
Ohio
$2.71M +$17 +1 +0%
Wells Fargo
30
Wells Fargo
California
$2.5M -$2.26M -134,896 -47%
Citadel Advisors
31
Citadel Advisors
Florida
$2.44M +$913K +54,628 +58%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$2.25M +$103K +6,183 +5%
CP
33
Clover Partners
Texas
$2.06M +$2.09M +125,000 New
VCM
34
Vision Capital Management
Oregon
$1.97M +$26.4K +1,580 +1%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1.92M -$20.1K -1,202 -1%
AQR Capital Management
36
AQR Capital Management
Connecticut
$1.81M +$1.07M +64,149 +140%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.68M +$68.5K +4,100 +4%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$1.43M – – –
CS
39
Credit Suisse
Switzerland
$1.39M +$332K +19,883 +31%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$1.3M -$24.3K -1,456 -2%
Invesco
41
Invesco
Georgia
$1.27M -$110K -6,607 -8%
AAM
42
Advisors Asset Management
Colorado
$1.16M +$89.4K +5,348 +8%
UBS AM
43
UBS AM
Illinois
$1.13M +$446K +26,682 +63%
SEI Investments
44
SEI Investments
Pennsylvania
$1.1M +$168K +10,074 +17%
DF
45
Donoghue Forlines
Massachusetts
$987K +$1M +59,955 New
BSW
46
Buckingham Strategic Wealth
Missouri
$851K – – –
HA
47
Harbor Advisors
Florida
$824K – – –
CBFP
48
Cedar Brook Financial Partners
Ohio
$785K +$568 +34 +0.1%
PAM
49
Panagora Asset Management
Massachusetts
$762K – – –
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$721K +$13.9K +830 +2%
1
2
3 4 5

TFSL Hedge Fund Activity: Q1 2019 in Review

129 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2019, worth a combined $539M — up 3% from $523M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TFSL positions and 8 closed out — a net gain of 14 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $5.66M. The largest seller was Stieven Capital Advisors, cutting an estimated $6.7M.

  • 129 institutional investors held TFS Financial (TFSL) as of Q1 2019, up from 115 in Q4 2018.
  • Funds reported $539M of TFS Financial stock for Q1 2019, up 3% quarter-over-quarter.
  • 22 funds opened new TFS Financial positions in Q1 2019 and 8 closed out, a net change of +14 holders.
  • The largest TFS Financial buyer in Q1 2019 was Cramer Rosenthal McGlynn, an estimated $5.66M added.
  • The largest TFS Financial seller in Q1 2019 was Stieven Capital Advisors, an estimated $6.7M sold.

Based on aggregated 13F filings for Q1 2019.