We are live on ! Find out more
TFSL icon

TFS Financial

113 hedge funds and large institutions have $457M invested in TFS Financial in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 10.93%10.87% (-0.06%)

1% less funds holding

Funds holding: 114113 (-1)

7% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 41

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

5% less capital invested

Capital invested by funds: $484M → $457M (-$26.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
38
Reduced
41
Closed
12
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$93.8M +$617K +39,478 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$81.6M +$2.04M +130,372 +2%
BlackRock
3
BlackRock
New York
$38M -$3.53M -225,868 -8%
ECP
4
Empyrean Capital Partners
California
$26.9M
Brown Advisory
5
Brown Advisory
Maryland
$25.7M -$1.12M -71,728 -4%
SCA
6
Stieven Capital Advisors
Missouri
$23.2M +$62.5K +4,000 +0.3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.9M +$437K +27,982 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.3M +$485K +31,054 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.3M +$111K +7,100 +1%
State Street
10
State Street
Massachusetts
$10.8M -$62.6K -4,007 -0.6%
Goldman Sachs
11
Goldman Sachs
New York
$9.76M +$1.55M +99,496 +18%
PPA
12
Parametric Portfolio Associates
Washington
$8.53M -$306K -19,575 -3%
CRC
13
Curi RMB Capital
Illinois
$8.32M +$187K +12,000 +2%
Bank of America
14
Bank of America
North Carolina
$8.01M -$384K -24,564 -4%
First Trust Advisors
15
First Trust Advisors
Illinois
$7.18M +$1.26M +80,784 +20%
JAM
16
Jacobs Asset Management
New York
$5.23M +$390K +25,000 +8%
Northern Trust
17
Northern Trust
Illinois
$5.22M +$70.3K +4,502 +1%
MCM
18
Maltese Capital Management
New York
$5.09M +$5.3M +339,221 New
Charles Schwab
19
Charles Schwab
California
$4.51M +$1.45M +92,687 +45%
AIMCA
20
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.3M
Morgan Stanley
21
Morgan Stanley
New York
$3.69M +$798K +51,074 +26%
TCIM
22
TIAA CREF Investment Management
New York
$3.39M +$20.7K +1,324 +0.6%
TA
23
Teachers Advisors
New York
$3.26M -$27.5K -1,761 -0.8%
Wells Fargo
24
Wells Fargo
California
$3.22M +$401K +25,703 +14%
State Board of Administration of Florida Retirement System
25
State Board of Administration of Florida Retirement System
Florida
$2.79M

TFSL Hedge Fund Activity: Q3 2018 in Review

113 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2018, worth a combined $457M — down 5.4% from $484M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of TFSL and 11 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 38 added.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $5.3M. The largest seller was BlackRock, cutting an estimated $3.53M.

  • 113 institutional investors held TFS Financial (TFSL) as of Q3 2018, down from 114 in Q2 2018.
  • Funds reported $457M of TFS Financial stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 11 funds opened new TFS Financial positions in Q3 2018 and 12 closed out, a net change of -1 holder.
  • The largest TFS Financial buyer in Q3 2018 was Maltese Capital Management, an estimated $5.3M added.
  • The largest TFS Financial seller in Q3 2018 was BlackRock, an estimated $3.53M sold.

Based on aggregated 13F filings for Q3 2018.