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TFS Financial

114 hedge funds and large institutions have $484M invested in TFS Financial in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $453M → $484M (+$30.5M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 113114 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 10.98%10.93% (-0.05%)

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% 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
13
Increased
32
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
101
American Portfolios Advisors
New York
$13.5K +$13.3K +858 New
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$8K
PA
103
Parallel Advisors
California
$6K -$12.6K -817 -65%
VCM
104
Versant Capital Management
Arizona
$6K -$1.3K -84 -16%
RE
105
RBC Europe
United Kingdom
$5.05K
TRCT
106
Tower Research Capital (TRC)
New York
$4K -$27.4K -1,772 -89%
EFSCE
107
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.81K -117 -36%
IA
108
IFP Advisors
Florida
$2K
QCG
109
Quadrant Capital Group
Ohio
$2K
SWP
110
Strategic Wealth Partners
Ohio
$1K -$14.7K -950 -95%
BWM
111
Baystate Wealth Management
Massachusetts
$1K
QI
112
QS Investors
New York
$1K
EMG
113
ETF Managers Group
New Jersey
$38 +$40.2K +2,602 +61%
CI
114
Cigna Investments
Connecticut
-$872K -59,339 Closed
FQ
115
First Quadrant
California
-$865K -58,856 Closed
AC
116
Ashler Capital
Illinois
-$471K -32,066 Closed
OAM
117
Oxford Asset Management
United Kingdom
-$407K -27,697 Closed
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
-$159K -10,834 Closed
AB
119
Amalgamated Bank
New York
-$147K -10,013 Closed
NIMI
120
Natixis Investment Managers International
France
-$103K -6,984 Closed
TG
121
TLP Group
Illinois
-$40K -2,704 Closed
SWP
122
Stratos Wealth Partners
Ohio
-$20K -1,335 Closed
BCA
123
Bray Capital Advisors
Florida
-$17K -1,190 Closed
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
-$2K -125 Closed
PIA
125
Piedmont Investment Advisors
North Carolina
+$294 +19 New

TFSL Hedge Fund Activity: Q2 2018 in Review

114 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2018, worth a combined $484M — up 6.7% from $453M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TFSL positions and 12 closed out — a net gain of 1 holder — while 32 added to existing stakes and 46 trimmed.

The largest buyer was Stieven Capital Advisors, adding an estimated $3.31M. The largest seller was Fidelity Investments, cutting an estimated $4.96M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q2 2018, up from 113 in Q1 2018.
  • Funds reported $484M of TFS Financial stock for Q2 2018, up 6.7% quarter-over-quarter.
  • 13 funds opened new TFS Financial positions in Q2 2018 and 12 closed out, a net change of +1 holder.
  • The largest TFS Financial buyer in Q2 2018 was Stieven Capital Advisors, an estimated $3.31M added.
  • The largest TFS Financial seller in Q2 2018 was Fidelity Investments, an estimated $4.96M sold.

Based on aggregated 13F filings for Q2 2018.