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TFS Financial
TFSL

115 hedge funds and large institutions have $464M invested in TFS Financial in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

11% more funds holding

Funds holding: 104 → 115 (+11)

0.02% more ownership

Funds ownership: 11.03% → 11.05% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less capital invested

Capital invested by funds: $501M → $464M (-$36.9M)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
45
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.78M
2
JAM
Jacobs Asset Management
New York
+$3.71M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.24M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.76M
5
Bank of America
Bank of America
North Carolina
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.9M
2
LCM
Laurion Capital Management
New York
-$3.26M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.42M
4
Millennium Management
Millennium Management
New York
-$1.25M
5
Norges Bank
Norges Bank
Norway
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$11K +$3.08K +200 +36%
AG
102
Advisor Group
Arizona
$11K +$4.02K +261 +52%
VCM
103
Versant Capital Management
Arizona
$7K -$2.85K -185 -26%
DCM
104
Delpha Capital Management
New York
$7K +$7.56K +491 New
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$7K +$7.7K +500 New
PA
106
Parallel Advisors
California
$6K – – –
SPI
107
Santori & Peters Inc
Pennsylvania
$5K +$5.86K +381 New
RE
108
RBC Europe
United Kingdom
$4.78K – – –
STA
109
Summit Trail Advisors
New York
$3K +$3.59K +233 New
QCG
110
Quadrant Capital Group
Ohio
$2K – – –
WAM
111
Wealthspire Advisors (Maryland)
Maryland
$2K +$1.23K +80 +167%
IA
112
IFP Advisors
Florida
$1K -$15.4K -1,000 -91%
BWM
113
Baystate Wealth Management
Massachusetts
$1K – – –
QI
114
QS Investors
New York
$1K – – –
PCG
115
Private Capital Group
Connecticut
$15 +$7.96K +517 New
Nomura Holdings
116
Nomura Holdings
Japan
– -$471K -29,359 Closed
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
– -$401K -24,850 Closed
DTL
118
Dynamic Technology Lab
Singapore
– -$281K -17,413 Closed
CG
119
Clinton Group
New York
– -$266K -16,492 Closed
Pacer Advisors
120
Pacer Advisors
Pennsylvania
– -$190K -11,761 Closed
OAM
121
Oppenheimer Asset Management
New York
– -$44K -2,758 Closed
MCIA
122
Mountain Capital Investment Advisors
Colorado
– -$33K -2,066 Closed
TRCT
123
Tower Research Capital (TRC)
New York
– -$15K -949 Closed
LWCFA
124
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$2K -148 Closed
1 2 3 4
5

TFSL Hedge Fund Activity: Q4 2017 in Review

115 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2017, worth a combined $464M — down 7.4% from $501M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TFSL positions and 9 closed out — a net gain of 11 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $5.78M. The largest seller was Fidelity Investments, cutting an estimated $15.9M.

  • 115 institutional investors held TFS Financial (TFSL) as of Q4 2017, up from 104 in Q3 2017.
  • Funds reported $464M of TFS Financial stock for Q4 2017, down 7.4% quarter-over-quarter.
  • 20 funds opened new TFS Financial positions in Q4 2017 and 9 closed out, a net change of +11 holders.
  • The largest TFS Financial buyer in Q4 2017 was BlackRock, an estimated $5.78M added.
  • The largest TFS Financial seller in Q4 2017 was Fidelity Investments, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2017.