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TFS Financial

114 hedge funds and large institutions have $453M invested in TFS Financial in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.07% less ownership

Funds ownership: 11.05%10.98% (-0.07%)

1% less funds holding

Funds holding: 115114 (-1)

2% less capital invested

Capital invested by funds: $464M → $453M (-$10.8M)

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% 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
15
Increased
43
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$14K +$2.34K +156 +20%
AG
102
Advisor Group
Arizona
$9K -$1.56K -104 -14%
Simplex Trading
103
Simplex Trading
Illinois
$9K +$9.33K +623 New
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$7K
VCM
105
Versant Capital Management
Arizona
$7K
EFSCE
106
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$4.82K +322 New
RE
107
RBC Europe
United Kingdom
$4.7K
QCG
108
Quadrant Capital Group
Ohio
$2K
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$2K +$1.87K +125 New
BWM
110
Baystate Wealth Management
Massachusetts
$1K
IA
111
IFP Advisors
Florida
$1K
QI
112
QS Investors
New York
$1K
RWML
113
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$925 +$944 +63 New
MCA
114
Mendon Capital Advisors
Florida
-$3.72M -248,860 Closed
Millennium Management
115
Millennium Management
New York
-$1.58M -105,648 Closed
JGC
116
J. Goldman & Co
New York
-$796K -53,307 Closed
KAM
117
Kavi Asset Management
New York
-$632K -42,300 Closed
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
-$578K -38,673 Closed
WF
119
WealthTrust Fairport
Ohio
-$408K -27,306 Closed
MF
120
Magnetar Financial
Illinois
-$370K -24,757 Closed
LCM
121
Laurion Capital Management
New York
-$229K -15,342 Closed
RJFSA
122
Raymond James Financial Services Advisors
Florida
-$188K -12,567 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
-$178K -11,904 Closed
Holocene Advisors
124
Holocene Advisors
New York
-$152K -10,162 Closed
GT
125
Greenleaf Trust
Michigan
-$20K -1,326 Closed

TFSL Hedge Fund Activity: Q1 2018 in Review

114 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2018, worth a combined $453M — down 2.3% from $464M a quarter earlier.

Fund positioning in TFSL was balanced in Q1 2018: 15 funds opened new positions, 15 closed out, 43 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.51M. The largest seller was Fidelity Investments, cutting an estimated $8.62M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q1 2018, down from 115 in Q4 2017.
  • Funds reported $453M of TFS Financial stock for Q1 2018, down 2.3% quarter-over-quarter.
  • 15 funds opened new TFS Financial positions in Q1 2018 and 15 closed out, a net change of 0 holders.
  • The largest TFS Financial buyer in Q1 2018 was Vanguard Group, an estimated $4.51M added.
  • The largest TFS Financial seller in Q1 2018 was Fidelity Investments, an estimated $8.62M sold.

Based on aggregated 13F filings for Q1 2018.