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TFS Financial

114 hedge funds and large institutions have $588M invested in TFS Financial in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $460K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

9% more capital invested

Capital invested by funds: $539M → $588M (+$49.4M)

0.05% less ownership

Funds ownership: 11.68%11.63% (-0.05%)

11% less funds holding

Funds holding: 128114 (-14)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
114
Holders Change
-14
Holders Change %
-10.94%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
33
Reduced
42
Closed
19
Calls
$1.04M
Puts
$460K
Net Calls
+$582K
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$3.22M -$114K -6,690 -4%
CA
27
Clearstead Advisors
Ohio
$2.97M -$34 -2 -0%
Bank of America
28
Bank of America
North Carolina
$2.51M -$3.6M -211,286 -60%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$2.38M -$85.3K -5,000 -4%
CP
30
Clover Partners
Texas
$2.26M
VCM
31
Vision Capital Management
Oregon
$2.15M -$16.5K -970 -0.8%
AQR Capital Management
32
AQR Capital Management
Connecticut
$2M +$11.2K +659 +0.6%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.93M -$166K -9,742 -8%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.88M +$35.8K +2,100 +2%
UBS AM
35
UBS AM
Illinois
$1.52M +$265K +15,540 +23%
SEI Investments
36
SEI Investments
Pennsylvania
$1.49M +$355K +20,833 +31%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$1.45M -$107K -6,300 -7%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$1.4M -$26.5K -1,551 -2%
AAM
39
Advisors Asset Management
Colorado
$1.38M +$104K +6,100 +9%
Invesco
40
Invesco
Georgia
$1.28M -$107K -6,253 -8%
SIM
41
Spark Investment Management
New York
$1.26M +$1.19M +69,800 New
AG
42
AlphaSimPlex Group
Massachusetts
$1.01M +$954K +55,902 New
BSW
43
Buckingham Strategic Wealth
Missouri
$934K
HA
44
Harbor Advisors
Florida
$904K
CBFP
45
Cedar Brook Financial Partners
Ohio
$862K +$614 +36 +0.1%
PAM
46
Panagora Asset Management
Massachusetts
$836K
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$806K +$13.6K +797 +2%
CS
48
Credit Suisse
Switzerland
$705K -$774K -45,367 -54%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$663K -$8.5K -498 -1%
DF
50
Donoghue Forlines
Massachusetts
$659K -$401K -23,495 -39%

TFSL Hedge Fund Activity: Q2 2019 in Review

114 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2019, worth a combined $588M — up 9.2% from $539M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TFSL and 10 opened new positions — a net loss of 9 holders — while 42 trimmed existing stakes and 33 added.

The largest buyer was Nuveen, opening a new position worth an estimated $6.49M. The largest seller was Bank of America, cutting an estimated $3.6M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q2 2019, down from 128 in Q1 2019.
  • Funds reported $588M of TFS Financial stock for Q2 2019, up 9.2% quarter-over-quarter.
  • 10 funds opened new TFS Financial positions in Q2 2019 and 19 closed out, a net change of -9 holders.
  • The largest TFS Financial buyer in Q2 2019 was Nuveen, an estimated $6.49M added.
  • The largest TFS Financial seller in Q2 2019 was Bank of America, an estimated $3.6M sold.

Based on aggregated 13F filings for Q2 2019.