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TFS Financial

112 hedge funds and large institutions have $646M invested in TFS Financial in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 113112 (-1)

2% less capital invested

Capital invested by funds: $660M → $646M (-$14M)

37% less call options, than puts

Call options by funds: $788K | Put options by funds: $1.26M

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
44
Reduced
32
Closed
15
Calls
$788K
Puts
$1.26M
Net Calls
-$472K
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
-$57K -4,000 Closed
MFS
127
MSI Financial Services
Massachusetts
-$14K -1,000 Closed
NFG
128
Next Financial Group
Texas
-$8K -550 Closed

TFSL Hedge Fund Activity: Q4 2014 in Review

112 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2014, worth a combined $646M — down 2.1% from $660M a quarter earlier.

Fund positioning in TFSL was balanced in Q4 2014: 15 funds opened new positions, 15 closed out, 44 added to existing stakes and 32 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $7.13M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $46M.

  • 112 institutional investors held TFS Financial (TFSL) as of Q4 2014, down from 113 in Q3 2014.
  • Funds reported $646M of TFS Financial stock for Q4 2014, down 2.1% quarter-over-quarter.
  • 15 funds opened new TFS Financial positions in Q4 2014 and 15 closed out, a net change of 0 holders.
  • The largest TFS Financial buyer in Q4 2014 was Renaissance Technologies, an estimated $7.13M added.
  • The largest TFS Financial seller in Q4 2014 was Cramer Rosenthal McGlynn, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2014.