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TFS Financial

114 hedge funds and large institutions have $588M invested in TFS Financial in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $460K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

9% more capital invested

Capital invested by funds: $539M → $588M (+$49.4M)

0.05% less ownership

Funds ownership: 11.68%11.63% (-0.05%)

11% less funds holding

Funds holding: 128114 (-14)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
114
Holders Change
-14
Holders Change %
-10.94%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
33
Reduced
42
Closed
19
Calls
$1.04M
Puts
$460K
Net Calls
+$582K
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$119M -$572K -33,500 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M +$2.49M +145,931 +3%
BlackRock
3
BlackRock
New York
$48.1M +$1.74M +101,885 +4%
ECP
4
Empyrean Capital Partners
California
$32.3M
Goldman Sachs
5
Goldman Sachs
New York
$26.9M +$1.83M +107,275 +8%
Brown Advisory
6
Brown Advisory
Maryland
$22.6M -$238K -13,951 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$20.4M -$142K -8,321 -0.7%
SCA
8
Stieven Capital Advisors
Missouri
$19.9M -$664K -38,900 -3%
CRM
9
Cramer Rosenthal McGlynn
Connecticut
$19.4M -$525K -30,775 -3%
Victory Capital Management
10
Victory Capital Management
Texas
$16.6M +$5.39M +315,829 +52%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$16.1M +$365K +21,400 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$15M -$873K -51,197 -6%
State Street
13
State Street
Massachusetts
$13.9M +$592K +34,679 +5%
PPA
14
Parametric Portfolio Associates
Washington
$10.7M -$445K -26,075 -4%
N
15
Nuveen
North Carolina
$6.88M +$6.49M +380,639 New
MCM
16
Maltese Capital Management
New York
$6.87M -$3.24M -189,900 -33%
Northern Trust
17
Northern Trust
Illinois
$6.33M +$50.9K +2,981 +0.9%
Wells Fargo
18
Wells Fargo
California
$6.07M +$3.14M +184,062 +121%
Charles Schwab
19
Charles Schwab
California
$5.88M +$96.8K +5,674 +2%
MAM
20
Martingale Asset Management
Massachusetts
$4.59M -$13.6K -800 -0.3%
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.51M
First Trust Advisors
22
First Trust Advisors
Illinois
$3.62M -$680K -39,862 -17%
AG
23
Aperio Group
California
$3.42M +$375K +21,961 +13%
State Board of Administration of Florida Retirement System
24
State Board of Administration of Florida Retirement System
Florida
$3.36M
Morgan Stanley
25
Morgan Stanley
New York
$3.22M +$176K +10,328 +6%

TFSL Hedge Fund Activity: Q2 2019 in Review

114 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2019, worth a combined $588M — up 9.2% from $539M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TFSL and 10 opened new positions — a net loss of 9 holders — while 42 trimmed existing stakes and 33 added.

The largest buyer was Nuveen, opening a new position worth an estimated $6.49M. The largest seller was Bank of America, cutting an estimated $3.6M.

  • 114 institutional investors held TFS Financial (TFSL) as of Q2 2019, down from 128 in Q1 2019.
  • Funds reported $588M of TFS Financial stock for Q2 2019, up 9.2% quarter-over-quarter.
  • 10 funds opened new TFS Financial positions in Q2 2019 and 19 closed out, a net change of -9 holders.
  • The largest TFS Financial buyer in Q2 2019 was Nuveen, an estimated $6.49M added.
  • The largest TFS Financial seller in Q2 2019 was Bank of America, an estimated $3.6M sold.

Based on aggregated 13F filings for Q2 2019.