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TFS Financial
TFSL

131 hedge funds and large institutions have $622M invested in TFS Financial in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $572M → $622M (+$49.6M)

5% more funds holding

Funds holding: 125 → 131 (+6)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

0.06% less ownership

Funds ownership: 11.35% → 11.28% (-0.06%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

90% less call options, than puts

Call options by funds: $21K | Put options by funds: $216K

Holders
131
Holders Change
+6
Holders Change %
+4.8%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
46
Reduced
45
Closed
9
Calls
$21K
Puts
$216K
Net Calls
-$195K
Net Calls Change
-$276K

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.93M
2
BlackRock
BlackRock
New York
+$2.57M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$2.27M
4
DF
Donoghue Forlines
Massachusetts
+$2.11M
5
Millennium Management
Millennium Management
New York
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$4.37M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.64M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.58M
4
Victory Capital Management
Victory Capital Management
Texas
-$3.41M
5
WG
Winton Group
United Kingdom
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$3.07M -$338K -17,533 -10%
Morgan Stanley
27
Morgan Stanley
New York
$3.06M -$396K -20,493 -12%
AQR Capital Management
28
AQR Capital Management
Connecticut
$2.89M +$427K +22,122 +18%
Millennium Management
29
Millennium Management
New York
$2.87M +$2.01M +104,165 +252%
VCM
30
Vision Capital Management
Oregon
$2.83M +$58.5K +3,033 +2%
DF
31
Donoghue Forlines
Massachusetts
$2.72M +$2.11M +109,382 +380%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$2.65M +$2.27M +117,500 +691%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$2.34M -$426K -22,066 -16%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$2.25M -$27K -1,399 -1%
SIM
35
Spark Investment Management
New York
$2.15M +$494K +25,600 +31%
Swiss National Bank
36
Swiss National Bank
Switzerland
$2.11M +$38.6K +2,000 +2%
UBS AM
37
UBS AM
Illinois
$1.81M -$35.5K -1,841 -2%
Bank of America
38
Bank of America
North Carolina
$1.7M -$313K -16,205 -16%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$1.67M – – –
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$1.5M -$35K -1,814 -2%
AAM
41
Advisors Asset Management
Colorado
$1.5M -$53.3K -2,762 -4%
SEI Investments
42
SEI Investments
Pennsylvania
$1.43M -$206K -10,662 -12%
CS
43
Credit Suisse
Switzerland
$1.36M +$410K +21,232 +44%
Invesco
44
Invesco
Georgia
$1.16M -$161K -8,321 -12%
BA
45
Bridgewater Associates
Connecticut
$1.14M +$1.12M +57,875 New
PCC
46
Park Circle Company
Maryland
$1.08M +$579K +30,000 +120%
BSW
47
Buckingham Strategic Wealth
Missouri
$1.02M – – –
AG
48
AlphaSimPlex Group
Massachusetts
$1M -$95.2K -4,933 -9%
HA
49
Harbor Advisors
Florida
$984K – – –
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$959K +$34.3K +1,776 +4%
1
2
3 4 5

TFSL Hedge Fund Activity: Q4 2019 in Review

131 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2019, worth a combined $622M — up 8.7% from $572M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TFSL positions and 9 closed out — a net gain of 7 holders — while 46 added to existing stakes and 45 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $7.93M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $4.37M.

  • 131 institutional investors held TFS Financial (TFSL) as of Q4 2019, up from 125 in Q3 2019.
  • Funds reported $622M of TFS Financial stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 16 funds opened new TFS Financial positions in Q4 2019 and 9 closed out, a net change of +7 holders.
  • The largest TFS Financial buyer in Q4 2019 was Bank of New York Mellon, an estimated $7.93M added.
  • The largest TFS Financial seller in Q4 2019 was Cramer Rosenthal McGlynn, an estimated $4.37M sold.

Based on aggregated 13F filings for Q4 2019.