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TFS Financial

109 hedge funds and large institutions have $497M invested in TFS Financial in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 11.44%11.36% (-0.08%)

2% less funds holding

Funds holding: 111109 (-2)

8% less capital invested

Capital invested by funds: $540M → $497M (-$43.1M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

29% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 45

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$506K -$79.8K -4,941 -13%
AllianceBernstein
52
AllianceBernstein
Tennessee
$471K -$4.85K -300 -1%
WF
53
WealthTrust Fairport
Ohio
$427K +$16 +1 +0%
BGDI
54
BW Gestao de Investimentos
Brazil
$379K
Legal & General Group
55
Legal & General Group
United Kingdom
$369K +$8.94K +553 +2%
Nomura Holdings
56
Nomura Holdings
Japan
$309K +$322K +19,943 New
LC
57
LCNB Corp
Ohio
$306K
Squarepoint
58
Squarepoint
New York
$298K +$312K +19,287 New
MF
59
Magnetar Financial
Illinois
$283K -$144K -8,938 -33%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$268K -$108K -6,668 -28%
Citigroup
61
Citigroup
New York
$261K -$43.1K -2,666 -14%
Barclays
62
Barclays
United Kingdom
$260K +$121K +7,511 +81%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$259K -$3.07K -190 -1%
GT
64
Glenmede Trust
Pennsylvania
$249K
Russell Investments Group
65
Russell Investments Group
United Kingdom
$236K -$19.3K -1,196 -7%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$228K -$43.3K -2,679 -15%
GF
67
Gabelli Funds
New York
$217K
PP
68
Paloma Partners
Connecticut
$205K +$214K +13,228 New
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$188K -$152K -9,394 -44%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$170K -$147K -9,072 -45%
Pacer Advisors
71
Pacer Advisors
Pennsylvania
$163K +$17.5K +1,082 +11%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$162K -$13.7K -850 -8%
MAM
73
Martingale Asset Management
Massachusetts
$155K -$3.89M -240,911 -96%
KBC Group
74
KBC Group
Belgium
$153K -$192K -11,879 -55%
BSAM
75
Blue Sky Asset Management
Colorado
$142K +$149K +9,210 New

TFSL Hedge Fund Activity: Q2 2017 in Review

109 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2017, worth a combined $497M — down 8% from $540M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TFSL and 13 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 32 added.

The largest buyer was Millennium Management, adding an estimated $5.24M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $6.62M sold.

  • 109 institutional investors held TFS Financial (TFSL) as of Q2 2017, down from 111 in Q1 2017.
  • Funds reported $497M of TFS Financial stock for Q2 2017, down 8% quarter-over-quarter.
  • 13 funds opened new TFS Financial positions in Q2 2017 and 15 closed out, a net change of -2 holders.
  • The largest TFS Financial buyer in Q2 2017 was Millennium Management, an estimated $5.24M added.
  • The largest TFS Financial seller in Q2 2017 was Kennedy Capital Management, an estimated $6.62M sold.

Based on aggregated 13F filings for Q2 2017.