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TFS Financial

129 hedge funds and large institutions have $411M invested in TFS Financial in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $652K | Put options by funds: $569K

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 127129 (+2)

0.62% less ownership

Funds ownership: 10.61%9.99% (-0.62%)

3% less capital invested

Capital invested by funds: $425M → $411M (-$14.6M)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
38
Reduced
49
Closed
14
Calls
$652K
Puts
$569K
Net Calls
+$83K
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$29K +$393 +27 +1%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$23K +$393 +27 +2%
EFSCE
103
Enterprise Financial Services Corp (EFSC)
Missouri
$19K -$3.99K -274 -17%
Deutsche Bank
104
Deutsche Bank
Germany
$17K -$2.62K -180 -14%
Macquarie Group
105
Macquarie Group
Australia
$16K
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$14.4K -$204 -14 -1%
CIA
107
CSat Investment Advisory
Michigan
$14K +$2.08K +143 +17%
APA
108
American Portfolios Advisors
New York
$12.5K +$10.2K +700 +473%
GRP
109
Global Retirement Partners
California
$12K
TRCT
110
Tower Research Capital (TRC)
New York
$12K +$3.93K +270 +47%
AA
111
Ancora Advisors
Ohio
$11K
AIG
112
American International Group
New York
$9K -$29 -2 -0.3%
TWA
113
TCI Wealth Advisors
Arizona
$4K
LC
114
Lindbrook Capital
California
$4K +$1.03K +71 +41%
JWM
115
Janiczek Wealth Management
Colorado
$4K +$3.58K +246 New
PWM
116
Provident Wealth Management
Tennessee
$4K +$4.12K +283 New
BCA
117
Berman Capital Advisors
Georgia
$3K -$291 -20 -8%
TFO
118
Tarbox Family Office
California
$2K
QCG
119
Quadrant Capital Group
Ohio
$2K +$15 +1 +0.8%
SFS
120
Sowell Financial Services
Arkansas
$2K +$29 +2 +2%
GWS
121
Glassman Wealth Services
Virginia
$1K
VCM
122
Versant Capital Management
Arizona
$1K
IA
123
IFP Advisors
Florida
$1K +$510 +35 New
Millennium Management
124
Millennium Management
New York
$395 -$1.74M -119,757 -82%
TPCW
125
TD Private Client Wealth
New York
$235 -$3.41K -234 -94%

TFSL Hedge Fund Activity: Q3 2020 in Review

129 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2020, worth a combined $411M — down 3.4% from $425M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TFSL positions and 14 closed out — a net gain of 2 holders — while 38 added to existing stakes and 49 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $1.63M. The largest seller was Vanguard Group, cutting an estimated $7.32M.

  • 129 institutional investors held TFS Financial (TFSL) as of Q3 2020, up from 127 in Q2 2020.
  • Funds reported $411M of TFS Financial stock for Q3 2020, down 3.4% quarter-over-quarter.
  • 16 funds opened new TFS Financial positions in Q3 2020 and 14 closed out, a net change of +2 holders.
  • The largest TFS Financial buyer in Q3 2020 was Cramer Rosenthal McGlynn, an estimated $1.63M added.
  • The largest TFS Financial seller in Q3 2020 was Vanguard Group, an estimated $7.32M sold.

Based on aggregated 13F filings for Q3 2020.