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TFS Financial

104 hedge funds and large institutions have $501M invested in TFS Financial in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

1% more capital invested

Capital invested by funds: $497M → $501M (+$3.81M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 11.36%11.03% (-0.33%)

5% less funds holding

Funds holding: 109104 (-5)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
41
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$102M +$391K +25,230 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.6M -$1.32M -85,369 -2%
BlackRock
3
BlackRock
New York
$41.4M -$570K -36,793 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$33.1M -$680K -43,900 -2%
Brown Advisory
5
Brown Advisory
Maryland
$29.8M -$1.9M -122,708 -6%
ECP
6
Empyrean Capital Partners
California
$28.9M
SCA
7
Stieven Capital Advisors
Missouri
$21.6M -$94.5K -6,100 -0.5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$16.6M +$3.48K +225 +0%
State Street
9
State Street
Massachusetts
$12.8M +$253K +16,338 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.8M +$173K +11,174 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.23M -$15K -966 -0.2%
CRC
12
Curi RMB Capital
Illinois
$7.08M +$4.45M +287,390 +189%
PPA
13
Parametric Portfolio Associates
Washington
$7.07M -$124K -8,033 -2%
AA
14
Ancora Advisors
Ohio
$5.83M +$491K +31,724 +10%
First Trust Advisors
15
First Trust Advisors
Illinois
$5.79M -$1.31M -84,279 -19%
Northern Trust
16
Northern Trust
Illinois
$5.58M -$81K -5,229 -1%
TCIM
17
TIAA CREF Investment Management
New York
$4.63M +$360K +23,221 +9%
AIMCA
18
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.62M -$280K -18,100 -6%
MCA
19
Mendon Capital Advisors
Florida
$4.01M +$3.85M +248,860 New
TA
20
Teachers Advisors
New York
$3.81M +$403K +26,042 +12%
SBH
21
Segall Bryant & Hamill
Illinois
$3.7M -$79.6K -5,140 -2%
Norges Bank
22
Norges Bank
Norway
$3.67M -$10.3M -662,160 -74%
LCM
23
Laurion Capital Management
New York
$3.67M +$3.52M +227,279 New
Millennium Management
24
Millennium Management
New York
$3.01M -$3.15M -203,423 -52%
Deutsche Bank
25
Deutsche Bank
Germany
$3.01M -$862K -55,651 -23%

TFSL Hedge Fund Activity: Q3 2017 in Review

104 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2017, worth a combined $501M — up 0.77% from $497M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TFSL and 10 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 41 added.

The largest buyer was Curi RMB Capital, adding an estimated $4.45M. The largest seller was Norges Bank, cutting an estimated $10.3M.

  • 104 institutional investors held TFS Financial (TFSL) as of Q3 2017, down from 109 in Q2 2017.
  • Funds reported $501M of TFS Financial stock for Q3 2017, up 0.77% quarter-over-quarter.
  • 10 funds opened new TFS Financial positions in Q3 2017 and 15 closed out, a net change of -5 holders.
  • The largest TFS Financial buyer in Q3 2017 was Curi RMB Capital, an estimated $4.45M added.
  • The largest TFS Financial seller in Q3 2017 was Norges Bank, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2017.