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TFS Financial

125 hedge funds and large institutions have $572M invested in TFS Financial in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

24% more call options, than puts

Call options by funds: $414K | Put options by funds: $333K

10% more funds holding

Funds holding: 114125 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.28% less ownership

Funds ownership: 11.63%11.35% (-0.28%)

3% less capital invested

Capital invested by funds: $588M → $572M (-$15.9M)

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
48
Reduced
35
Closed
5
Calls
$414K
Puts
$333K
Net Calls
+$81K
Net Calls Change
-$501K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$118M -$303K -16,900 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M +$242K +13,505 +0.2%
BlackRock
3
BlackRock
New York
$46.8M -$1.11M -62,026 -2%
ECP
4
Empyrean Capital Partners
California
$32.2M
Goldman Sachs
5
Goldman Sachs
New York
$27.6M +$732K +40,832 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$19.6M -$748K -41,747 -4%
SCA
7
Stieven Capital Advisors
Missouri
$19.3M -$554K -30,900 -3%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$18.9M -$389K -21,715 -2%
Victory Capital Management
9
Victory Capital Management
Texas
$18.9M +$2.38M +132,790 +14%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$15.9M -$188K -10,512 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$14.4M -$511K -28,502 -3%
State Street
12
State Street
Massachusetts
$14M +$128K +7,162 +0.9%
PPA
13
Parametric Portfolio Associates
Washington
$10.9M +$224K +12,498 +2%
N
14
Nuveen
North Carolina
$6.76M -$99K -5,523 -1%
Wells Fargo
15
Wells Fargo
California
$6.59M +$536K +29,879 +9%
Northern Trust
16
Northern Trust
Illinois
$6.28M -$35.2K -1,963 -0.6%
Charles Schwab
17
Charles Schwab
California
$5.86M -$699 -39 -0%
MCM
18
Maltese Capital Management
New York
$5.63M -$1.21M -67,426 -18%
AIMCA
19
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.5M
MAM
20
Martingale Asset Management
Massachusetts
$4.49M -$86K -4,800 -2%
AG
21
Aperio Group
California
$4.15M +$736K +41,081 +22%
WG
22
Winton Group
United Kingdom
$3.94M +$3.92M +218,428 New
State Board of Administration of Florida Retirement System
23
State Board of Administration of Florida Retirement System
Florida
$3.35M
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$3.2M -$12.5K -700 -0.4%
Morgan Stanley
25
Morgan Stanley
New York
$3.17M -$37.5K -2,091 -1%

TFSL Hedge Fund Activity: Q3 2019 in Review

125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2019, worth a combined $572M — down 2.7% from $588M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TFSL positions and 5 closed out — a net gain of 11 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was Winton Group, opening a new position worth an estimated $3.92M. The largest seller was Brown Advisory, cutting an estimated $21.8M.

  • 125 institutional investors held TFS Financial (TFSL) as of Q3 2019, up from 114 in Q2 2019.
  • Funds reported $572M of TFS Financial stock for Q3 2019, down 2.7% quarter-over-quarter.
  • 16 funds opened new TFS Financial positions in Q3 2019 and 5 closed out, a net change of +11 holders.
  • The largest TFS Financial buyer in Q3 2019 was Winton Group, an estimated $3.92M added.
  • The largest TFS Financial seller in Q3 2019 was Brown Advisory, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2019.