We are live on ! Find out more
TFSL icon

TFS Financial

114 hedge funds and large institutions have $523M invested in TFS Financial in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 31

14% more capital invested

Capital invested by funds: $457M → $523M (+$65.7M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 113114 (+1)

0.72% more ownership

Funds ownership: 10.87%11.59% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9K

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
44
Reduced
31
Closed
18
Calls
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$104M +$3.33M +216,900 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.9M +$216K +14,064 +0.3%
BlackRock
3
BlackRock
New York
$42.2M +$1.33M +86,470 +3%
ECP
4
Empyrean Capital Partners
California
$28.9M
SCA
5
Stieven Capital Advisors
Missouri
$24.8M -$102K -6,664 -0.4%
Brown Advisory
6
Brown Advisory
Maryland
$24.6M -$2.88M -188,005 -11%
Goldman Sachs
7
Goldman Sachs
New York
$20.8M +$9.82M +640,691 +98%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$18.5M +$298K +19,406 +2%
MCM
9
Maltese Capital Management
New York
$15.6M +$9.61M +626,850 +185%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.4M +$190K +12,375 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$13.2M +$1.09M +71,260 +10%
CRM
12
Cramer Rosenthal McGlynn
Connecticut
$12.3M +$11.7M +764,071 New
State Street
13
State Street
Massachusetts
$11.4M -$218K -14,240 -2%
PPA
14
Parametric Portfolio Associates
Washington
$10.1M +$858K +55,979 +10%
Bank of America
15
Bank of America
North Carolina
$6.33M -$2.17M -141,342 -26%
Victory Capital Management
16
Victory Capital Management
Texas
$6.2M +$5.89M +384,480 New
Northern Trust
17
Northern Trust
Illinois
$6.01M +$377K +24,599 +7%
Charles Schwab
18
Charles Schwab
California
$4.97M +$119K +7,790 +3%
First Trust Advisors
19
First Trust Advisors
Illinois
$4.76M -$2.81M -183,224 -38%
Wells Fargo
20
Wells Fargo
California
$4.63M +$1.11M +72,206 +34%
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.32M -$287K -18,700 -7%
TCIM
22
TIAA CREF Investment Management
New York
$3.77M +$125K +8,160 +4%
TA
23
Teachers Advisors
New York
$3.73M +$213K +13,903 +6%
Morgan Stanley
24
Morgan Stanley
New York
$3.37M -$567K -36,973 -15%
CRC
25
Curi RMB Capital
Illinois
$3.09M -$5.56M -362,415 -65%

TFSL Hedge Fund Activity: Q4 2018 in Review

114 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2018, worth a combined $523M — up 14% from $457M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TFSL positions and 18 closed out — a net gain of 1 holder — while 44 added to existing stakes and 31 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $11.7M. The largest seller was Curi RMB Capital, cutting an estimated $5.56M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q4 2018, up from 113 in Q3 2018.
  • Funds reported $523M of TFS Financial stock for Q4 2018, up 14% quarter-over-quarter.
  • 19 funds opened new TFS Financial positions in Q4 2018 and 18 closed out, a net change of +1 holder.
  • The largest TFS Financial buyer in Q4 2018 was Cramer Rosenthal McGlynn, an estimated $11.7M added.
  • The largest TFS Financial seller in Q4 2018 was Curi RMB Capital, an estimated $5.56M sold.

Based on aggregated 13F filings for Q4 2018.