TFS Financial
TFSL
129 hedge funds and large institutions have $539M invested in TFS Financial in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
14% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 37
12% more funds holding
Funds holding: 115 → 129 (+14)
3% more capital invested
Capital invested by funds: $523M → $539M (+$15.6M)
0.1% more ownership
Funds ownership: 11.59% → 11.68% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $9K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$5.66M |
| 2 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$4.26M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$3.63M |
| 4 |
Renaissance Technologies
New York
|
+$2.16M |
| 5 |
CP
Clover Partners
Dallas,
Texas
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$6.7M |
| 2 |
MCM
Maltese Capital Management
New York
|
-$6.62M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$4.42M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.26M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
126
Strategic Wealth Partners
Independence,
Ohio
| $1K | – | – | – |
|
127
Simplex Trading
Chicago,
Illinois
| $1K | +$167 | +10 | +12% |
|
|
GWS
128
Glassman Wealth Services
Vienna,
Virginia
| $1K | +$853 | +51 | New |
|
|
GT
129
Glenmede Trust
Philadelphia,
Pennsylvania
| $270 | – | – | – |
|
|
130
Balyasny Asset Management
Chicago,
Illinois
| – | -$1.43M | -88,433 | Closed |
|
131
Neuberger Berman Group
New York
| – | -$297K | -18,386 | Closed |
|
132
D.E. Shaw & Co
New York
| – | -$177K | -10,996 | Closed |
|
133
VOYA Investment Management
Atlanta,
Georgia
| – | -$168K | -10,390 | Closed |
|
134
Stifel Financial
St. Louis,
Missouri
| – | -$164K | -10,178 | Closed |
|
135
Public Employees Retirement Association of Colorado
Denver,
Colorado
| – | -$29K | -1,806 | Closed |
|
|
CBT
136
Capital Bank & Trust
Irvine,
California
| – | -$10K | -611 | Closed |
|
|
QI
137
QS Investors
New York
| – | -$1K | -48 | Closed |
|
TFSL Hedge Fund Activity: Q1 2019 in Review
129 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2019, worth a combined $539M — up 3% from $523M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new TFSL positions and 8 closed out — a net gain of 14 holders — while 42 added to existing stakes and 37 trimmed.
The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $5.66M. The largest seller was Stieven Capital Advisors, cutting an estimated $6.7M.
- 129 institutional investors held TFS Financial (TFSL) as of Q1 2019, up from 115 in Q4 2018.
- Funds reported $539M of TFS Financial stock for Q1 2019, up 3% quarter-over-quarter.
- 22 funds opened new TFS Financial positions in Q1 2019 and 8 closed out, a net change of +14 holders.
- The largest TFS Financial buyer in Q1 2019 was Cramer Rosenthal McGlynn, an estimated $5.66M added.
- The largest TFS Financial seller in Q1 2019 was Stieven Capital Advisors, an estimated $6.7M sold.
Based on aggregated 13F filings for Q1 2019.