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TFS Financial
TFSL

115 hedge funds and large institutions have $464M invested in TFS Financial in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

11% more funds holding

Funds holding: 104 → 115 (+11)

0.02% more ownership

Funds ownership: 11.03% → 11.05% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less capital invested

Capital invested by funds: $501M → $464M (-$36.9M)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
45
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.78M
2
JAM
Jacobs Asset Management
New York
+$3.71M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.24M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.76M
5
Bank of America
Bank of America
North Carolina
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.9M
2
LCM
Laurion Capital Management
New York
-$3.26M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.42M
4
Millennium Management
Millennium Management
New York
-$1.25M
5
Norges Bank
Norges Bank
Norway
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$95.7M +$1.38M +89,770 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.9M -$2.42M -157,486 -3%
BlackRock
3
BlackRock
New York
$43.9M +$5.78M +375,235 +15%
Brown Advisory
4
Brown Advisory
Maryland
$26.8M -$832K -54,037 -3%
ECP
5
Empyrean Capital Partners
California
$26.7M – – –
SCA
6
Stieven Capital Advisors
Missouri
$20M -$53.9K -3,500 -0.3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$15.9M +$536K +34,821 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$15.2M -$15.9M -1,035,000 -50%
State Street
9
State Street
Massachusetts
$12M +$180K +11,716 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.3M +$381K +24,783 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$10.8M +$3.24M +210,702 +41%
CRC
12
Curi RMB Capital
Illinois
$6.96M +$414K +26,900 +6%
PPA
13
Parametric Portfolio Associates
Washington
$6.29M -$263K -17,083 -4%
Northern Trust
14
Northern Trust
Illinois
$5.09M -$82.7K -5,373 -2%
First Trust Advisors
15
First Trust Advisors
Illinois
$5.07M -$303K -19,655 -5%
Deutsche Bank
16
Deutsche Bank
Germany
$4.49M +$1.76M +114,236 +61%
AA
17
Ancora Advisors
Ohio
$4.36M -$1.07M -69,675 -19%
AIMCA
18
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.28M – – –
TCIM
19
TIAA CREF Investment Management
New York
$4.13M -$163K -10,575 -4%
SBH
20
Segall Bryant & Hamill
Illinois
$3.72M +$307K +19,966 +9%
MCA
21
Mendon Capital Advisors
Florida
$3.72M – – –
TA
22
Teachers Advisors
New York
$3.7M +$185K +12,013 +5%
JAM
23
Jacobs Asset Management
New York
$3.6M +$3.71M +241,200 New
Goldman Sachs
24
Goldman Sachs
New York
$3.16M +$1.45M +94,241 +80%
Charles Schwab
25
Charles Schwab
California
$2.85M +$373K +24,218 +15%
1
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TFSL Hedge Fund Activity: Q4 2017 in Review

115 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2017, worth a combined $464M — down 7.4% from $501M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TFSL positions and 9 closed out — a net gain of 11 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $5.78M. The largest seller was Fidelity Investments, cutting an estimated $15.9M.

  • 115 institutional investors held TFS Financial (TFSL) as of Q4 2017, up from 104 in Q3 2017.
  • Funds reported $464M of TFS Financial stock for Q4 2017, down 7.4% quarter-over-quarter.
  • 20 funds opened new TFS Financial positions in Q4 2017 and 9 closed out, a net change of +11 holders.
  • The largest TFS Financial buyer in Q4 2017 was BlackRock, an estimated $5.78M added.
  • The largest TFS Financial seller in Q4 2017 was Fidelity Investments, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2017.