TFS Financial
TFSL
101 hedge funds and large institutions have $728M invested in TFS Financial in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 11 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
15% more capital invested
Capital invested by funds: $634M → $728M (+$94.2M)
4% more funds holding
Funds holding: 97 → 101 (+4)
3% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 35
88% less call options, than puts
Call options by funds: $112K | Put options by funds: $946K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$7.22M |
| 2 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$6.61M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.47M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$2.85M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Amici Capital
New York
|
-$6.07M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.55M |
| 3 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$2.41M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$1.74M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $143 | +$5.1K | +339 | +4% |
|
|
102
Balyasny Asset Management
Chicago,
Illinois
| – | -$1.47M | -100,000 | Closed |
|
|
PP
103
PDT Partners
New York
| – | -$918K | -62,524 | Closed |
|
104
American Century Companies
Kansas City,
Missouri
| – | -$912K | -62,136 | Closed |
|
|
ST
105
Spot Trading
Chicago,
Illinois
| – | -$767K | -52,263 | Closed |
|
|
ARC
106
Absolute Return Capital
Boston,
Massachusetts
| – | -$471K | -32,087 | Closed |
|
107
KBC Group
Brussels,
Belgium
| – | -$278K | -18,952 | Closed |
|
|
WF
108
WealthTrust Fairport
Cleveland,
Ohio
| – | -$229K | -15,603 | Closed |
|
|
MCC
109
Mid Continent Capital
Chicago,
Illinois
| – | -$161K | -11,000 | Closed |
|
|
ARTA
110
A.R.T. Advisors
New York
| – | -$158K | -10,797 | Closed |
|
111
Creative Planning
Overland Park,
Kansas
| – | -$53K | -3,600 | Closed |
|
|
MA
112
MUFG Americas
New York
| – | -$12K | -822 | Closed |
|
TFSL Hedge Fund Activity: Q2 2015 in Review
101 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2015, worth a combined $728M — up 15% from $634M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new TFSL positions and 11 closed out — a net gain of 5 holders — while 34 added to existing stakes and 35 trimmed.
The largest buyer was Ancora Advisors, opening a new position worth an estimated $7.22M. The largest seller was Amici Capital, cutting an estimated $6.07M.
- 101 institutional investors held TFS Financial (TFSL) as of Q2 2015, up from 97 in Q1 2015.
- Funds reported $728M of TFS Financial stock for Q2 2015, up 15% quarter-over-quarter.
- 16 funds opened new TFS Financial positions in Q2 2015 and 11 closed out, a net change of +5 holders.
- The largest TFS Financial buyer in Q2 2015 was Ancora Advisors, an estimated $7.22M added.
- The largest TFS Financial seller in Q2 2015 was Amici Capital, an estimated $6.07M sold.
Based on aggregated 13F filings for Q2 2015.