TFS Financial
TFSL
111 hedge funds and large institutions have $540M invested in TFS Financial in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 17 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.28% less ownership
Funds ownership: 11.72% → 11.44% (-0.28%)
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
7% less funds holding
Funds holding: 119 → 111 (-8)
15% less capital invested
Capital invested by funds: $634M → $540M (-$94.2M)
37% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$45.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.15M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.84M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
-$6.87M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.62M |
| 4 |
Citigroup
New York
|
-$2.45M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$2.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -53 | Closed |
|
|
BTIS
127
BB&T Investment Services
Charlotte,
North Carolina
| – | +$70 | +4 | New |
|
TFSL Hedge Fund Activity: Q1 2017 in Review
111 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2017, worth a combined $540M — down 15% from $634M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of TFSL and 16 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 27 added.
The largest buyer was BlackRock, adding an estimated $45.9M. The largest seller was Empyrean Capital Partners, cutting an estimated $6.87M.
- 111 institutional investors held TFS Financial (TFSL) as of Q1 2017, down from 119 in Q4 2016.
- Funds reported $540M of TFS Financial stock for Q1 2017, down 15% quarter-over-quarter.
- 16 funds opened new TFS Financial positions in Q1 2017 and 17 closed out, a net change of -1 holder.
- The largest TFS Financial buyer in Q1 2017 was BlackRock, an estimated $45.9M added.
- The largest TFS Financial seller in Q1 2017 was Empyrean Capital Partners, an estimated $6.87M sold.
Based on aggregated 13F filings for Q1 2017.