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TFS Financial
TFSL

125 hedge funds and large institutions have $572M invested in TFS Financial in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

24% more call options, than puts

Call options by funds: $414K | Put options by funds: $333K

10% more funds holding

Funds holding: 114 → 125 (+11)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.28% less ownership

Funds ownership: 11.63% → 11.35% (-0.28%)

3% less capital invested

Capital invested by funds: $588M → $572M (-$15.9M)

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
48
Reduced
35
Closed
5
Calls
$414K
Puts
$333K
Net Calls
+$81K
Net Calls Change
-$501K

Top Buyers

Rank Fund Capital Flow
1
WG
Winton Group
United Kingdom
+$3.92M
2
Victory Capital Management
Victory Capital Management
Texas
+$2.38M
3
JIM
Jupiter Investment Management
United Kingdom
+$1.07M
4
Millennium Management
Millennium Management
New York
+$742K
5
AG
Aperio Group
California
+$736K

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$21.8M
2
MCM
Maltese Capital Management
New York
-$1.21M
3
BlackRock
BlackRock
New York
-$1.11M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$748K
5
Bank of America
Bank of America
North Carolina
-$649K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$3.13M -$483K -26,958 -13%
CA
27
Clearstead Advisors
Ohio
$2.98M +$17.9K +997 +0.6%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$2.54M +$164K +9,135 +7%
VCM
29
Vision Capital Management
Oregon
$2.54M +$390K +21,759 +18%
CP
30
Clover Partners
Texas
$2.25M – – –
AQR Capital Management
31
AQR Capital Management
Connecticut
$2.25M +$253K +14,099 +13%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$2.09M +$160K +8,902 +8%
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.9M +$17.9K +1,000 +1%
Bank of America
34
Bank of America
North Carolina
$1.85M -$649K -36,202 -26%
UBS AM
35
UBS AM
Illinois
$1.69M +$169K +9,452 +11%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.53M +$85.3K +4,756 +6%
SIM
37
Spark Investment Management
New York
$1.5M +$246K +13,700 +20%
SEI Investments
38
SEI Investments
Pennsylvania
$1.5M +$15.2K +847 +1%
AAM
39
Advisors Asset Management
Colorado
$1.42M +$42K +2,344 +3%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$1.41M +$12.2K +683 +0.9%
Invesco
41
Invesco
Georgia
$1.21M -$69.1K -3,854 -5%
JIM
42
Jupiter Investment Management
United Kingdom
$1.08M +$1.07M +59,780 New
AG
43
AlphaSimPlex Group
Massachusetts
$1.01M – – –
BSW
44
Buckingham Strategic Wealth
Missouri
$931K – – –
HA
45
Harbor Advisors
Florida
$901K – – –
CS
46
Credit Suisse
Switzerland
$861K +$158K +8,803 +23%
CBFP
47
Cedar Brook Financial Partners
Ohio
$860K +$878 +49 +0.1%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$847K +$43K +2,399 +5%
PAM
49
Panagora Asset Management
Massachusetts
$834K – – –
Millennium Management
50
Millennium Management
New York
$746K +$742K +41,410 New
1
2
3 4 5

TFSL Hedge Fund Activity: Q3 2019 in Review

125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2019, worth a combined $572M — down 2.7% from $588M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TFSL positions and 5 closed out — a net gain of 11 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was Winton Group, opening a new position worth an estimated $3.92M. The largest seller was Brown Advisory, cutting an estimated $21.8M.

  • 125 institutional investors held TFS Financial (TFSL) as of Q3 2019, up from 114 in Q2 2019.
  • Funds reported $572M of TFS Financial stock for Q3 2019, down 2.7% quarter-over-quarter.
  • 16 funds opened new TFS Financial positions in Q3 2019 and 5 closed out, a net change of +11 holders.
  • The largest TFS Financial buyer in Q3 2019 was Winton Group, an estimated $3.92M added.
  • The largest TFS Financial seller in Q3 2019 was Brown Advisory, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2019.