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TFS Financial

120 hedge funds and large institutions have $594M invested in TFS Financial in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.35M

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0% more capital invested

Capital invested by funds: $592M → $594M (+$2.83M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 128120 (-8)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
120
Holders Change
-8
Holders Change %
-6.25%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
46
Reduced
43
Closed
17
Calls
$2.41M
Puts
$1.35M
Net Calls
+$1.06M
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
NCCM
51
Nine Chapters Capital Management
New Jersey
$1.16M +$22.7K +1,900 +2%
ST
52
Spot Trading
Illinois
$1.11M +$1.06M +88,228 +2,321%
Swiss National Bank
53
Swiss National Bank
Switzerland
$1M
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$967K
OAM
55
Oxford Asset Management
United Kingdom
$927K -$909K -75,929 -50%
AllianceBernstein
56
AllianceBernstein
Tennessee
$912K -$33.5K -2,800 -4%
KeyBank National Association
57
KeyBank National Association
Ohio
$797K
Allianz Asset Management
58
Allianz Asset Management
Germany
$740K +$38.3K +3,200 +6%
MAM
59
Martingale Asset Management
Massachusetts
$702K -$191 -16 -0%
HI
60
HBK Investments
Texas
$680K +$220K +18,400 +49%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$677K -$20.3K -1,700 -3%
TA
62
Teachers Advisors
New York
$661K -$64.6K -5,398 -9%
SBH
63
Segall Bryant & Hamill
Illinois
$642K -$40.8K -3,410 -6%
ACI
64
AMP Capital Investors
Australia
$627K +$233K +19,507 +60%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$570K -$67.3K -5,621 -11%
SAM
66
Symphony Asset Management
California
$516K -$227K -18,992 -31%
Bank of America
67
Bank of America
North Carolina
$472K +$42.4K +3,541 +10%
Millennium Management
68
Millennium Management
New York
$460K +$5.85K +489 +1%
BIM
69
BlackRock Investment Management
Delaware
$434K +$3K +251 +0.7%
JP Morgan Chase
70
JP Morgan Chase
New York
$431K -$247K -20,646 -37%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$425K
Invesco
72
Invesco
Georgia
$423K +$31.2K +2,605 +8%
UBS AM
73
UBS AM
Illinois
$405K -$264K -22,081 -40%
IRF
74
IBM Retirement Fund
New York
$392K -$7.3K -610 -2%
U
75
UBS
Switzerland
$356K +$11.9K +998 +4%

TFSL Hedge Fund Activity: Q4 2013 in Review

120 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2013, worth a combined $594M — up 0.48% from $592M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TFSL and 9 opened new positions — a net loss of 8 holders — while 43 trimmed existing stakes and 46 added.

The largest buyer was Arrowstreet Capital, adding an estimated $9.28M. The largest seller was Empyrean Capital Partners, cutting an estimated $12M.

  • 120 institutional investors held TFS Financial (TFSL) as of Q4 2013, down from 128 in Q3 2013.
  • Funds reported $594M of TFS Financial stock for Q4 2013, up 0.48% quarter-over-quarter.
  • 9 funds opened new TFS Financial positions in Q4 2013 and 17 closed out, a net change of -8 holders.
  • The largest TFS Financial buyer in Q4 2013 was Arrowstreet Capital, an estimated $9.28M added.
  • The largest TFS Financial seller in Q4 2013 was Empyrean Capital Partners, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2013.