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TFS Financial

114 hedge funds and large institutions have $683M invested in TFS Financial in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

13% more funds holding

Funds holding: 101114 (+13)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

6% less capital invested

Capital invested by funds: $728M → $683M (-$45.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

93% less call options, than puts

Call options by funds: $78K | Put options by funds: $1.17M

Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
19
Increased
38
Reduced
39
Closed
6
Calls
$78K
Puts
$1.17M
Net Calls
-$1.09M
Net Calls Change
-$257K
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
76
Dynamic Technology Lab
Singapore
$265K +$261K +15,380 New
GT
77
Glenmede Trust
Pennsylvania
$258K
ARC
78
Absolute Return Capital
Massachusetts
$253K +$248K +14,651 New
IRF
79
IBM Retirement Fund
New York
$243K -$20.6K -1,218 -8%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$243K
GF
81
Gabelli Funds
New York
$242K
AFWA
82
Ancora Family Wealth Advisors
Ohio
$238K +$234K +13,800 New
CSS
83
Cubist Systematic Strategies
Connecticut
$225K +$221K +13,053 New
Bank of America
84
Bank of America
North Carolina
$209K -$265K -15,645 -56%
URS
85
Utah Retirement Systems
Utah
$203K +$1.69K +100 +0.9%
Principal Financial Group
86
Principal Financial Group
Iowa
$199K +$195K +11,540 New
Wells Fargo
87
Wells Fargo
California
$198K +$58.8K +3,474 +43%
UBS Group
88
UBS Group
Switzerland
$188K +$74.2K +4,380 +67%
SEI Investments
89
SEI Investments
Pennsylvania
$184K +$71.8K +4,240 +66%
DJSG
90
D.J. St. Germain
Massachusetts
$172K
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$167K +$13.5K +798 +9%
Canada Life
92
Canada Life
Manitoba, Canada
$146K
Lazard Asset Management
93
Lazard Asset Management
New York
$143K +$141K +8,300 New
Barclays
94
Barclays
United Kingdom
$135K +$117K +6,909 +659%
BMM
95
Buffington Mohr McNeal
Idaho
$116K
Legal & General Group
96
Legal & General Group
United Kingdom
$88K
IGIM
97
I.G. Investment Management
Manitoba, Canada
$85K +$83.3K +4,915 New
BCA
98
Bray Capital Advisors
Florida
$84K
PAM
99
Panagora Asset Management
Massachusetts
$72K
Creative Planning
100
Creative Planning
Kansas
$62K +$61K +3,600 New

TFSL Hedge Fund Activity: Q3 2015 in Review

114 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2015, worth a combined $683M — down 6.3% from $728M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TFSL positions and 6 closed out — a net gain of 13 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $4.32M. The largest seller was Empyrean Capital Partners, cutting an estimated $21.3M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q3 2015, up from 101 in Q2 2015.
  • Funds reported $683M of TFS Financial stock for Q3 2015, down 6.3% quarter-over-quarter.
  • 19 funds opened new TFS Financial positions in Q3 2015 and 6 closed out, a net change of +13 holders.
  • The largest TFS Financial buyer in Q3 2015 was Kennedy Capital Management, an estimated $4.32M added.
  • The largest TFS Financial seller in Q3 2015 was Empyrean Capital Partners, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2015.