TFS Financial
TFSL
131 hedge funds and large institutions have $622M invested in TFS Financial in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
9% more capital invested
Capital invested by funds: $572M → $622M (+$49.6M)
5% more funds holding
Funds holding: 125 → 131 (+6)
2% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 45
0.06% less ownership
Funds ownership: 11.35% → 11.28% (-0.06%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
90% less call options, than puts
Call options by funds: $21K | Put options by funds: $216K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$7.93M |
| 2 |
BlackRock
New York
|
+$2.57M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$2.27M |
| 4 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$2.11M |
| 5 |
Millennium Management
New York
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$4.37M |
| 2 |
Renaissance Technologies
New York
|
-$3.64M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.58M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$3.41M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Barclays
London,
United Kingdom
| $2K | -$231K | -11,941 | -99% |
|
|
VCM
127
Versant Capital Management
Phoenix,
Arizona
| $1K | -$1.16K | -60 | -41% |
|
|
GWS
128
Glassman Wealth Services
Vienna,
Virginia
| $1K | – | – | – |
|
|
PFGIA
129
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $1K | – | – | – |
|
|
AIM
130
Aigen Investment Management
New York
| $1K | +$1.06K | +55 | New |
|
|
SO
131
STRS Ohio
Columbus,
Ohio
| – | -$570K | -31,652 | Closed |
|
|
KA
132
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$409K | -22,700 | Closed |
|
|
CAC
133
Cowen and Company
New York
| – | -$372K | -20,650 | Closed |
|
|
HF
134
HRT Financial
New York
| – | -$234K | -12,997 | Closed |
|
|
JG
135
Jefferies Group
New York
| – | -$215K | -11,924 | Closed |
|
|
SWP
136
Strategic Wealth Partners
Independence,
Ohio
| – | -$27 | -1,555 | Closed |
|
|
PCG
137
Private Capital Group
West Hartford,
Connecticut
| – | -$18K | -1,000 | Closed |
|
138
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$9K | -500 | Closed |
|
|
TRCT
139
Tower Research Capital (TRC)
New York
| – | -$7K | -379 | Closed |
|
TFSL Hedge Fund Activity: Q4 2019 in Review
131 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2019, worth a combined $622M — up 8.7% from $572M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new TFSL positions and 9 closed out — a net gain of 7 holders — while 46 added to existing stakes and 45 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $7.93M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $4.37M.
- 131 institutional investors held TFS Financial (TFSL) as of Q4 2019, up from 125 in Q3 2019.
- Funds reported $622M of TFS Financial stock for Q4 2019, up 8.7% quarter-over-quarter.
- 16 funds opened new TFS Financial positions in Q4 2019 and 9 closed out, a net change of +7 holders.
- The largest TFS Financial buyer in Q4 2019 was Bank of New York Mellon, an estimated $7.93M added.
- The largest TFS Financial seller in Q4 2019 was Cramer Rosenthal McGlynn, an estimated $4.37M sold.
Based on aggregated 13F filings for Q4 2019.