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TFS Financial
TFSL

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: 1 → 1 (0)

0.33% less ownership

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

5% less funds holding

Funds holding: 109 → 104 (-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
–

Top Buyers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
+$4.45M
2
MCA
Mendon Capital Advisors
Florida
+$3.85M
3
LCM
Laurion Capital Management
New York
+$3.52M
4
AA
Ancora Advisors
Ohio
+$491K
5
Morgan Stanley
Morgan Stanley
New York
+$420K

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$10.3M
2
Victory Capital Management
Victory Capital Management
Texas
-$9.52M
3
Millennium Management
Millennium Management
New York
-$3.15M
4
Brown Advisory
Brown Advisory
Maryland
-$1.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$2K +$2.42K +156 New
WAM
102
Wealthspire Advisors (Maryland)
Maryland
$1K -$310 -20 -29%
BWM
103
Baystate Wealth Management
Massachusetts
$1K – – –
QI
104
QS Investors
New York
$1K – – –
Victory Capital Management
105
Victory Capital Management
Texas
– -$9.52M -615,553 Closed
Squarepoint
106
Squarepoint
New York
– -$298K -19,287 Closed
PP
107
Paloma Partners
Connecticut
– -$205K -13,228 Closed
Two Sigma Advisers
108
Two Sigma Advisers
New York
– -$170K -10,984 Closed
MAM
109
Martingale Asset Management
Massachusetts
– -$155K -10,005 Closed
BSAM
110
Blue Sky Asset Management
Colorado
– -$142K -9,210 Closed
AIM
111
Acrospire Investment Management
Illinois
– -$53K -3,451 Closed
NIMI
112
Natixis Investment Managers International
France
– -$50K -3,236 Closed
JP Morgan Chase
113
JP Morgan Chase
New York
– -$49K -3,195 Closed
Creative Planning
114
Creative Planning
Kansas
– -$31K -2,000 Closed
AIG
115
American International Group
New York
– -$18K -1,137 Closed
PCM
116
Prelude Capital Management
New York
– -$12K -800 Closed
Simplex Trading
117
Simplex Trading
Illinois
– -$6K -437 Closed
OFW
118
Omnia Family Wealth
Florida
– -$4K -257 Closed
1 2 3 4
5

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.