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TFS Financial

114 hedge funds and large institutions have $453M invested in TFS Financial in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.07% less ownership

Funds ownership: 11.05%10.98% (-0.07%)

1% less funds holding

Funds holding: 115114 (-1)

2% less capital invested

Capital invested by funds: $464M → $453M (-$10.8M)

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
43
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARTA
51
A.R.T. Advisors
New York
$618K +$630K +42,092 New
UBS AM
52
UBS AM
Illinois
$618K +$103K +6,900 +20%
GCP
53
GSA Capital Partners
United Kingdom
$580K -$147K -9,798 -20%
BGDI
54
BW Gestao de Investimentos
Brazil
$554K +$64.4K +4,300 +13%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$548K -$1.01M -67,525 -64%
AC
56
Ashler Capital
Illinois
$471K +$480K +32,066 New
AllianceBernstein
57
AllianceBernstein
Tennessee
$466K -$4.49K -300 -0.9%
OAM
58
Oxford Asset Management
United Kingdom
$407K +$415K +27,697 New
Legal & General Group
59
Legal & General Group
United Kingdom
$365K
GF
60
Gabelli Funds
New York
$353K +$150K +10,000 +71%
LC
61
LCNB Corp
Ohio
$291K
AAM
62
Advisors Asset Management
Colorado
$267K +$148K +9,876 +119%
GT
63
Glenmede Trust
Pennsylvania
$240K
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$225K -$19.7K -1,317 -8%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$204K -$3.48K -232 -2%
Rafferty Asset Management
66
Rafferty Asset Management
New York
$197K +$28.9K +1,929 +17%
KA
67
Kovack Advisors
Florida
$191K +$195K +13,000 New
Teacher Retirement System of Texas
68
Teacher Retirement System of Texas
Texas
$183K -$104K -6,953 -36%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$171K +$14.5K +968 +9%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$159K
Treasurer of the State of North Carolina
71
Treasurer of the State of North Carolina
North Carolina
$150K +$153K +10,196 New
AB
72
Amalgamated Bank
New York
$147K -$884 -59 -0.6%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123K -$1.41K -94 -1%
NIMI
74
Natixis Investment Managers International
France
$103K +$105K +6,984 New
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$90.2K +$55K +3,670 +148%

TFSL Hedge Fund Activity: Q1 2018 in Review

114 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2018, worth a combined $453M — down 2.3% from $464M a quarter earlier.

Fund positioning in TFSL was balanced in Q1 2018: 15 funds opened new positions, 15 closed out, 43 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.51M. The largest seller was Fidelity Investments, cutting an estimated $8.62M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q1 2018, down from 115 in Q4 2017.
  • Funds reported $453M of TFS Financial stock for Q1 2018, down 2.3% quarter-over-quarter.
  • 15 funds opened new TFS Financial positions in Q1 2018 and 15 closed out, a net change of 0 holders.
  • The largest TFS Financial buyer in Q1 2018 was Vanguard Group, an estimated $4.51M added.
  • The largest TFS Financial seller in Q1 2018 was Fidelity Investments, an estimated $8.62M sold.

Based on aggregated 13F filings for Q1 2018.