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TFS Financial

114 hedge funds and large institutions have $484M invested in TFS Financial in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $453M → $484M (+$30.5M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 113114 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 10.98%10.93% (-0.05%)

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% 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
13
Increased
32
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARTA
51
A.R.T. Advisors
New York
$534K -$127K -8,200 -19%
WF
52
WealthTrust Fairport
Ohio
$515K +$504K +32,639 New
AAM
53
Advisors Asset Management
Colorado
$514K +$222K +14,389 +79%
BCM
54
Brookstone Capital Management
Illinois
$511K +$501K +32,402 New
CS
55
Credit Suisse
Switzerland
$504K -$416K -26,919 -46%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$485K -$101K -6,543 -18%
AllianceBernstein
57
AllianceBernstein
Tennessee
$472K -$27.8K -1,800 -6%
DF
58
Donoghue Forlines
Massachusetts
$467K +$458K +29,644 New
Legal & General Group
59
Legal & General Group
United Kingdom
$407K +$13.9K +900 +4%
M&T Bank
60
M&T Bank
New York
$391K +$384K +24,836 New
GF
61
Gabelli Funds
New York
$378K
MWNA
62
Marshall Wace North America
New York
$373K +$366K +23,681 New
VAM
63
Visionary Asset Management
Texas
$343K +$336K +21,738 New
LC
64
LCNB Corp
Ohio
$312K
SFI
65
Susquehanna Fundamental Investments
Pennsylvania
$309K +$303K +19,596 New
GT
66
Glenmede Trust
Pennsylvania
$254K
Treasurer of the State of North Carolina
67
Treasurer of the State of North Carolina
North Carolina
$247K +$84.1K +5,446 +53%
AA
68
Ancora Advisors
Ohio
$234K -$2.61M -168,995 -92%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$212K +$208K +13,462 New
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$208K -$32.4K -2,094 -14%
Rafferty Asset Management
71
Rafferty Asset Management
New York
$205K -$6.47K -419 -3%
KA
72
Kovack Advisors
Florida
$205K
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$188K +$89K +5,758 +94%
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$180K -$16.2K -1,048 -8%
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$171K

TFSL Hedge Fund Activity: Q2 2018 in Review

114 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2018, worth a combined $484M — up 6.7% from $453M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TFSL positions and 12 closed out — a net gain of 1 holder — while 32 added to existing stakes and 46 trimmed.

The largest buyer was Stieven Capital Advisors, adding an estimated $3.31M. The largest seller was Fidelity Investments, cutting an estimated $4.96M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q2 2018, up from 113 in Q1 2018.
  • Funds reported $484M of TFS Financial stock for Q2 2018, up 6.7% quarter-over-quarter.
  • 13 funds opened new TFS Financial positions in Q2 2018 and 12 closed out, a net change of +1 holder.
  • The largest TFS Financial buyer in Q2 2018 was Stieven Capital Advisors, an estimated $3.31M added.
  • The largest TFS Financial seller in Q2 2018 was Fidelity Investments, an estimated $4.96M sold.

Based on aggregated 13F filings for Q2 2018.