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TFS Financial

129 hedge funds and large institutions have $411M invested in TFS Financial in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $652K | Put options by funds: $569K

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 127129 (+2)

0.62% less ownership

Funds ownership: 10.61%9.99% (-0.62%)

3% less capital invested

Capital invested by funds: $425M → $411M (-$14.6M)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
38
Reduced
49
Closed
14
Calls
$652K
Puts
$569K
Net Calls
+$83K
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
76
LCNB Corp
Ohio
$191K -$99K -6,800 -34%
Ameriprise
77
Ameriprise
Minnesota
$177K +$176K +12,053 New
HIMCH
78
Hartford Investment Management Co (HIMCO)
Connecticut
$172K +$170K +11,680 New
RJA
79
Raymond James & Associates
Florida
$170K -$1.32K -91 -0.8%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$166K -$1.8M -123,670 -92%
CIBC Asset Management
81
CIBC Asset Management
Ontario, Canada
$165K +$4.05K +278 +3%
AI
82
Atom Investors
Texas
$152K +$151K +10,358 New
Squarepoint
83
Squarepoint
New York
$151K -$236K -16,234 -61%
Osaic Holdings
84
Osaic Holdings
Arizona
$136K +$3.32K +228 +3%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$124K +$33K +2,266 +37%
IMRF
86
Illinois Municipal Retirement Fund
Illinois
$119K +$118K +8,096 New
JP Morgan Chase
87
JP Morgan Chase
New York
$94K -$44.6K -3,063 -32%
CI Investments Inc
88
CI Investments Inc
Ontario, Canada
$75K +$74.2K +5,094 New
ME
89
McIlrath & Eck
Washington
$69K
Canada Life
90
Canada Life
Manitoba, Canada
$54K
UBS Group
91
UBS Group
Switzerland
$46K +$15.3K +1,050 +51%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$45K +$25.6K +1,758 +131%
PA
93
Parallel Advisors
California
$41K +$25.7K +1,767 +174%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$38K
S
95
SignatureFD
Georgia
$38K +$5.29K +363 +17%
Barclays
96
Barclays
United Kingdom
$36K +$2.19K +150 +6%
US Bancorp
97
US Bancorp
Minnesota
$36K +$5.38K +369 +17%
MAM
98
Meeder Asset Management
Ohio
$35K +$30.9K +2,122 +863%
NFG
99
Next Financial Group
Texas
$31K +$30.6K +2,100 New
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$29K -$56.8K -3,899 -68%

TFSL Hedge Fund Activity: Q3 2020 in Review

129 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2020, worth a combined $411M — down 3.4% from $425M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TFSL positions and 14 closed out — a net gain of 2 holders — while 38 added to existing stakes and 49 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $1.63M. The largest seller was Vanguard Group, cutting an estimated $7.32M.

  • 129 institutional investors held TFS Financial (TFSL) as of Q3 2020, up from 127 in Q2 2020.
  • Funds reported $411M of TFS Financial stock for Q3 2020, down 3.4% quarter-over-quarter.
  • 16 funds opened new TFS Financial positions in Q3 2020 and 14 closed out, a net change of +2 holders.
  • The largest TFS Financial buyer in Q3 2020 was Cramer Rosenthal McGlynn, an estimated $1.63M added.
  • The largest TFS Financial seller in Q3 2020 was Vanguard Group, an estimated $7.32M sold.

Based on aggregated 13F filings for Q3 2020.