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TFS Financial

114 hedge funds and large institutions have $453M invested in TFS Financial in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.07% less ownership

Funds ownership: 11.05%10.98% (-0.07%)

1% less funds holding

Funds holding: 115114 (-1)

2% less capital invested

Capital invested by funds: $464M → $453M (-$10.8M)

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% 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
15
Increased
43
Reduced
34
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
$91.8M -$2.38M -158,800 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$80M +$4.51M +301,252 +6%
BlackRock
3
BlackRock
New York
$43.9M +$707K +47,236 +2%
ECP
4
Empyrean Capital Partners
California
$26.3M
Brown Advisory
5
Brown Advisory
Maryland
$26.2M -$173K -11,556 -0.6%
SCA
6
Stieven Capital Advisors
Missouri
$19.5M -$147K -9,800 -0.7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.1M +$458K +30,602 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.6M +$415K +27,695 +4%
State Street
9
State Street
Massachusetts
$10.9M -$931K -62,146 -8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$10.7M +$106K +7,103 +1%
Goldman Sachs
11
Goldman Sachs
New York
$7.21M +$4.19M +279,506 +132%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$6.46M -$8.62M -575,662 -57%
CRC
13
Curi RMB Capital
Illinois
$6.34M -$514K -34,310 -7%
PPA
14
Parametric Portfolio Associates
Washington
$6.3M +$114K +7,604 +2%
Bank of America
15
Bank of America
North Carolina
$5.63M +$2.96M +197,348 +106%
JAM
16
Jacobs Asset Management
New York
$5.57M +$2.07M +138,191 +57%
Northern Trust
17
Northern Trust
Illinois
$5.11M +$107K +7,129 +2%
First Trust Advisors
18
First Trust Advisors
Illinois
$4.84M -$151K -10,113 -3%
AIMCA
19
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.21M
TCIM
20
TIAA CREF Investment Management
New York
$3.83M -$235K -15,709 -6%
TA
21
Teachers Advisors
New York
$3.64M -$1.36K -91 -0%
Wells Fargo
22
Wells Fargo
California
$3.17M +$2.45M +163,833 +316%
Morgan Stanley
23
Morgan Stanley
New York
$3.16M +$1.19M +79,176 +58%
SBH
24
Segall Bryant & Hamill
Illinois
$2.92M -$750K -50,047 -20%
Charles Schwab
25
Charles Schwab
California
$2.84M +$37.1K +2,474 +1%

TFSL Hedge Fund Activity: Q1 2018 in Review

114 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2018, worth a combined $453M — down 2.3% from $464M a quarter earlier.

Fund positioning in TFSL was balanced in Q1 2018: 15 funds opened new positions, 15 closed out, 43 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.51M. The largest seller was Fidelity Investments, cutting an estimated $8.62M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q1 2018, down from 115 in Q4 2017.
  • Funds reported $453M of TFS Financial stock for Q1 2018, down 2.3% quarter-over-quarter.
  • 15 funds opened new TFS Financial positions in Q1 2018 and 15 closed out, a net change of 0 holders.
  • The largest TFS Financial buyer in Q1 2018 was Vanguard Group, an estimated $4.51M added.
  • The largest TFS Financial seller in Q1 2018 was Fidelity Investments, an estimated $8.62M sold.

Based on aggregated 13F filings for Q1 2018.