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TFS Financial

117 hedge funds and large institutions have $704M invested in TFS Financial in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $620M → $704M (+$84M)

4% more funds holding

Funds holding: 113117 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

51% less call options, than puts

Call options by funds: $799K | Put options by funds: $1.63M

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
9
Increased
36
Reduced
50
Closed
5
Calls
$799K
Puts
$1.63M
Net Calls
-$831K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CRM
1
Cramer Rosenthal McGlynn
Connecticut
$87.4M -$1.02M -75,755 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$73.2M +$1.01M +75,229 +1%
ECP
3
Empyrean Capital Partners
California
$71.3M
Renaissance Technologies
4
Renaissance Technologies
New York
$56.5M +$381K +28,347 +0.7%
AC
5
Amici Capital
New York
$39.2M +$5.07M +377,500 +16%
Norges Bank
6
Norges Bank
Norway
$34.6M +$16.3M +1,211,961 +100%
BPM
7
Bronson Point Management
Connecticut
$33.2M +$2.11M +156,775 +7%
BIT
8
BlackRock Institutional Trust
California
$31.5M -$747K -55,596 -2%
FCP
9
Fine Capital Partners
New York
$30.7M -$936K -69,700 -3%
SCA
10
Stieven Capital Advisors
Missouri
$30.5M +$881K +65,600 +3%
Brown Advisory
11
Brown Advisory
Maryland
$28.4M +$5M +372,372 +23%
EC
12
EJF Capital
Virginia
$21.8M
GCM
13
Gruss Capital Management
New York
$16.9M +$1.34M +100,000 +9%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$13.9M +$21.9K +1,628 +0.2%
State Street
15
State Street
Massachusetts
$12.4M -$130K -9,644 -1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$11.4M -$342K -25,457 -3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$8.14M -$31.9K -2,373 -0.4%
BFA
18
BlackRock Fund Advisors
California
$7.88M +$57.2K +4,259 +0.8%
AA
19
Ancora Advisors
Ohio
$6.79M +$218K +16,250 +4%
RCM
20
Royal Capital Management
New York
$4.92M -$907K -67,500 -16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.75M -$63.6K -4,732 -1%
Northern Trust
22
Northern Trust
Illinois
$4.66M +$81.5K +6,070 +2%
PPA
23
Parametric Portfolio Associates
Washington
$4.02M +$287K +21,377 +8%
NCM
24
Nantahala Capital Management
Connecticut
$3.9M +$3.67M +273,387 New
ACP
25
Andalusian Capital Partners
Connecticut
$3.74M +$1.41M +105,233 +67%

TFSL Hedge Fund Activity: Q2 2014 in Review

117 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2014, worth a combined $704M — up 14% from $620M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TFSL positions and 5 closed out — a net gain of 4 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was Norges Bank, adding an estimated $16.3M. The largest seller was Arrowstreet Capital, cutting an estimated $14M.

  • 117 institutional investors held TFS Financial (TFSL) as of Q2 2014, up from 113 in Q1 2014.
  • Funds reported $704M of TFS Financial stock for Q2 2014, up 14% quarter-over-quarter.
  • 9 funds opened new TFS Financial positions in Q2 2014 and 5 closed out, a net change of +4 holders.
  • The largest TFS Financial buyer in Q2 2014 was Norges Bank, an estimated $16.3M added.
  • The largest TFS Financial seller in Q2 2014 was Arrowstreet Capital, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2014.