TFS Financial
TFSL
125 hedge funds and large institutions have $572M invested in TFS Financial in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
37% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 35
24% more call options, than puts
Call options by funds: $414K | Put options by funds: $333K
10% more funds holding
Funds holding: 114 → 125 (+11)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.28% less ownership
Funds ownership: 11.63% → 11.35% (-0.28%)
3% less capital invested
Capital invested by funds: $588M → $572M (-$15.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WG
Winton Group
London,
United Kingdom
|
+$3.92M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$2.38M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$1.07M |
| 4 |
Millennium Management
New York
|
+$742K |
| 5 |
AG
Aperio Group
Sausalito,
California
|
+$736K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$21.8M |
| 2 |
MCM
Maltese Capital Management
New York
|
-$1.21M |
| 3 |
BlackRock
New York
|
-$1.11M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$748K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$649K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$130K | -7,205 | Closed |
|
|
SOADOR
127
State of Alaska Department of Revenue
Juneau,
Alaska
| – | -$96K | -5,339 | Closed |
|
|
PCP
128
Proficio Capital Partners
Newton,
Massachusetts
| – | -$13K | -720 | Closed |
|
|
CFGS
129
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$5.49K | -306 | Closed |
|
|
BWM
130
Baystate Wealth Management
Boston,
Massachusetts
| – | +$18 | +1 | +10% |
|
TFSL Hedge Fund Activity: Q3 2019 in Review
125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2019, worth a combined $572M — down 2.7% from $588M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new TFSL positions and 5 closed out — a net gain of 11 holders — while 48 added to existing stakes and 35 trimmed.
The largest buyer was Winton Group, opening a new position worth an estimated $3.92M. The largest seller was Brown Advisory, cutting an estimated $21.8M.
- 125 institutional investors held TFS Financial (TFSL) as of Q3 2019, up from 114 in Q2 2019.
- Funds reported $572M of TFS Financial stock for Q3 2019, down 2.7% quarter-over-quarter.
- 16 funds opened new TFS Financial positions in Q3 2019 and 5 closed out, a net change of +11 holders.
- The largest TFS Financial buyer in Q3 2019 was Winton Group, an estimated $3.92M added.
- The largest TFS Financial seller in Q3 2019 was Brown Advisory, an estimated $21.8M sold.
Based on aggregated 13F filings for Q3 2019.