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TFS Financial

104 hedge funds and large institutions have $501M invested in TFS Financial in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

1% more capital invested

Capital invested by funds: $497M → $501M (+$3.81M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 11.36%11.03% (-0.33%)

5% less funds holding

Funds holding: 109104 (-5)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
41
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$135K
Citigroup
77
Citigroup
New York
$133K -$134K -8,650 -51%
PAM
78
Panagora Asset Management
Massachusetts
$68K
EMG
79
ETF Managers Group
New Jersey
$52K +$4.12K +266 +9%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$50K +$6.78K +438 +16%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$49K +$5.93K +383 +15%
Zurich Cantonal Bank
82
Zurich Cantonal Bank
Switzerland
$47K
OAM
83
Oppenheimer Asset Management
New York
$44K +$6.1K +394 +17%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$42.9K +$13.8K +889 +50%
UBS Group
85
UBS Group
Switzerland
$38K -$54.4K -3,511 -60%
MCIA
86
Mountain Capital Investment Advisors
Colorado
$33K +$341 +22 +1%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$29K -$3.22K -208 -11%
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$27K +$15 +1 +0.1%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$25K +$2.23K +144 +10%
GT
90
Greenleaf Trust
Michigan
$21K +$20.5K +1,326 New
IA
91
IFP Advisors
Florida
$18K
TRCT
92
Tower Research Capital (TRC)
New York
$15K -$11.8K -762 -45%
ASN
93
Advisory Services Network
Georgia
$13K +$7.36K +475 +147%
VCM
94
Versant Capital Management
Arizona
$11K +$232 +15 +2%
US Bancorp
95
US Bancorp
Minnesota
$9K -$16.6K -1,069 -66%
AG
96
Advisor Group
Arizona
$8K
PA
97
Parallel Advisors
California
$6K -$2.6K -168 -29%
RE
98
RBC Europe
United Kingdom
$5.16K +$4.96K +320 New
TG
99
TLP Group
Illinois
$4K -$2.65K -171 -42%
LWCFA
100
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2.29K +148 New

TFSL Hedge Fund Activity: Q3 2017 in Review

104 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2017, worth a combined $501M — up 0.77% from $497M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TFSL and 10 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 41 added.

The largest buyer was Curi RMB Capital, adding an estimated $4.45M. The largest seller was Norges Bank, cutting an estimated $10.3M.

  • 104 institutional investors held TFS Financial (TFSL) as of Q3 2017, down from 109 in Q2 2017.
  • Funds reported $501M of TFS Financial stock for Q3 2017, up 0.77% quarter-over-quarter.
  • 10 funds opened new TFS Financial positions in Q3 2017 and 15 closed out, a net change of -5 holders.
  • The largest TFS Financial buyer in Q3 2017 was Curi RMB Capital, an estimated $4.45M added.
  • The largest TFS Financial seller in Q3 2017 was Norges Bank, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2017.