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TFS Financial

114 hedge funds and large institutions have $484M invested in TFS Financial in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $453M → $484M (+$30.5M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 113114 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 10.98%10.93% (-0.05%)

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% 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
13
Increased
32
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$97.9M -$586K -37,900 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$83.7M -$2.21M -142,963 -3%
BlackRock
3
BlackRock
New York
$43.4M -$3.61M -233,590 -8%
ECP
4
Empyrean Capital Partners
California
$28.2M
Brown Advisory
5
Brown Advisory
Maryland
$28.2M +$99.1K +6,416 +0.4%
SCA
6
Stieven Capital Advisors
Missouri
$24.3M +$3.31M +214,043 +16%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$17.3M +$24.8K +1,608 +0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.4M +$29K +1,875 +0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.7M +$234K +15,120 +2%
State Street
10
State Street
Massachusetts
$11.4M -$269K -17,401 -2%
PPA
11
Parametric Portfolio Associates
Washington
$9.27M +$2.46M +158,998 +37%
Bank of America
12
Bank of America
North Carolina
$8.8M +$2.71M +175,106 +46%
Goldman Sachs
13
Goldman Sachs
New York
$8.69M +$925K +59,886 +12%
CRC
14
Curi RMB Capital
Illinois
$8.55M +$1.7M +110,290 +26%
First Trust Advisors
15
First Trust Advisors
Illinois
$6.27M +$1.05M +68,261 +21%
Northern Trust
16
Northern Trust
Illinois
$5.41M -$71.4K -4,623 -1%
JAM
17
Jacobs Asset Management
New York
$5.11M -$860K -55,676 -15%
AIMCA
18
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.52M
SEI Investments
19
SEI Investments
Pennsylvania
$3.7M +$1.02M +66,274 +39%
TCIM
20
TIAA CREF Investment Management
New York
$3.54M -$556K -36,006 -14%
TA
21
Teachers Advisors
New York
$3.46M -$442K -28,618 -12%
Charles Schwab
22
Charles Schwab
California
$3.28M +$219K +14,205 +7%
SBH
23
Segall Bryant & Hamill
Illinois
$3.19M +$50K +3,235 +2%
Morgan Stanley
24
Morgan Stanley
New York
$3.08M -$310K -20,056 -9%
Wells Fargo
25
Wells Fargo
California
$2.98M -$413K -26,703 -12%

TFSL Hedge Fund Activity: Q2 2018 in Review

114 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2018, worth a combined $484M — up 6.7% from $453M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TFSL positions and 12 closed out — a net gain of 1 holder — while 32 added to existing stakes and 46 trimmed.

The largest buyer was Stieven Capital Advisors, adding an estimated $3.31M. The largest seller was Fidelity Investments, cutting an estimated $4.96M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q2 2018, up from 113 in Q1 2018.
  • Funds reported $484M of TFS Financial stock for Q2 2018, up 6.7% quarter-over-quarter.
  • 13 funds opened new TFS Financial positions in Q2 2018 and 12 closed out, a net change of +1 holder.
  • The largest TFS Financial buyer in Q2 2018 was Stieven Capital Advisors, an estimated $3.31M added.
  • The largest TFS Financial seller in Q2 2018 was Fidelity Investments, an estimated $4.96M sold.

Based on aggregated 13F filings for Q2 2018.