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TFS Financial

129 hedge funds and large institutions have $411M invested in TFS Financial in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $652K | Put options by funds: $569K

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 127129 (+2)

0.62% less ownership

Funds ownership: 10.61%9.99% (-0.62%)

3% less capital invested

Capital invested by funds: $425M → $411M (-$14.6M)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
38
Reduced
49
Closed
14
Calls
$652K
Puts
$569K
Net Calls
+$83K
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Clearstead Advisors
Ohio
$2.43M +$10.2K +700 +0.4%
VCM
27
Vision Capital Management
Oregon
$2.4M +$8.05K +553 +0.3%
AQR Capital Management
28
AQR Capital Management
Connecticut
$2.05M -$403K -27,639 -17%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$2.05M -$232K -15,925 -10%
WG
30
Winton Group
United Kingdom
$1.97M -$637K -43,741 -25%
Swiss National Bank
31
Swiss National Bank
Switzerland
$1.87M +$29.1K +2,000 +2%
Citadel Advisors
32
Citadel Advisors
Florida
$1.8M -$110K -7,518 -6%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.63M +$39.3K +2,700 +2%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.5M -$1.75M -120,275 -54%
UBS AM
35
UBS AM
Illinois
$1.32M
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.27M -$201K -13,817 -14%
AG
37
AlphaSimPlex Group
Massachusetts
$1.13M +$1.12M +76,689 New
Bank of America
38
Bank of America
North Carolina
$1.06M +$21K +1,443 +2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$970K
Morgan Stanley
40
Morgan Stanley
New York
$866K -$191K -13,084 -18%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$829K +$56.1K +3,849 +7%
CS
42
Credit Suisse
Switzerland
$797K -$35.9K -2,463 -4%
Invesco
43
Invesco
Georgia
$784K +$81.5K +5,598 +12%
SEI Investments
44
SEI Investments
Pennsylvania
$765K -$497K -34,096 -40%
CBFP
45
Cedar Brook Financial Partners
Ohio
$755K +$1.03K +71 +0.1%
BSW
46
Buckingham Strategic Wealth
Missouri
$740K
HA
47
Harbor Advisors
Florida
$735K
PAM
48
Panagora Asset Management
Massachusetts
$679K
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$657K -$45.9K -3,154 -7%
Legal & General Group
50
Legal & General Group
United Kingdom
$576K +$4.98K +342 +0.9%

TFSL Hedge Fund Activity: Q3 2020 in Review

129 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2020, worth a combined $411M — down 3.4% from $425M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TFSL positions and 14 closed out — a net gain of 2 holders — while 38 added to existing stakes and 49 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $1.63M. The largest seller was Vanguard Group, cutting an estimated $7.32M.

  • 129 institutional investors held TFS Financial (TFSL) as of Q3 2020, up from 127 in Q2 2020.
  • Funds reported $411M of TFS Financial stock for Q3 2020, down 3.4% quarter-over-quarter.
  • 16 funds opened new TFS Financial positions in Q3 2020 and 14 closed out, a net change of +2 holders.
  • The largest TFS Financial buyer in Q3 2020 was Cramer Rosenthal McGlynn, an estimated $1.63M added.
  • The largest TFS Financial seller in Q3 2020 was Vanguard Group, an estimated $7.32M sold.

Based on aggregated 13F filings for Q3 2020.