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TFS Financial

129 hedge funds and large institutions have $411M invested in TFS Financial in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $652K | Put options by funds: $569K

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 127129 (+2)

0.62% less ownership

Funds ownership: 10.61%9.99% (-0.62%)

3% less capital invested

Capital invested by funds: $425M → $411M (-$14.6M)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
38
Reduced
49
Closed
14
Calls
$652K
Puts
$569K
Net Calls
+$83K
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$89.7M -$2.35M -161,467 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.5M -$7.32M -502,821 -9%
BlackRock
3
BlackRock
New York
$39.8M +$1.52M +104,265 +4%
ECP
4
Empyrean Capital Partners
California
$22.8M
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$17.9M +$1.63M +111,818 +10%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$17.3M -$1.18M -80,994 -6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.3M +$472K +32,427 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.5M -$781K -53,591 -6%
SCA
9
Stieven Capital Advisors
Missouri
$10.6M +$20.4K +1,400 +0.2%
State Street
10
State Street
Massachusetts
$10.3M -$511K -35,055 -5%
PPA
11
Parametric Portfolio Associates
Washington
$6.73M +$10.8K +740 +0.2%
Victory Capital Management
12
Victory Capital Management
Texas
$5.63M +$785K +53,900 +16%
Robeco Institutional Asset Management
13
Robeco Institutional Asset Management
Netherlands
$5.42M
Northern Trust
14
Northern Trust
Illinois
$5.06M -$211K -14,480 -4%
Charles Schwab
15
Charles Schwab
California
$4.93M -$352K -24,196 -7%
N
16
Nuveen
North Carolina
$4.08M -$1.55M -106,169 -28%
JAM
17
Jacobs Asset Management
New York
$4.02M +$1.16M +79,487 +41%
Goldman Sachs
18
Goldman Sachs
New York
$3.63M -$3.49M -239,284 -49%
AG
19
Aperio Group
California
$3.42M +$252K +17,301 +8%
MAM
20
Martingale Asset Management
Massachusetts
$3.36M -$4.37K -300 -0.1%
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.78M
Wells Fargo
22
Wells Fargo
California
$2.77M -$1.84M -126,085 -40%
Norges Bank
23
Norges Bank
Norway
$2.76M
MCM
24
Maltese Capital Management
New York
$2.74M -$811K -55,700 -23%
State Board of Administration of Florida Retirement System
25
State Board of Administration of Florida Retirement System
Florida
$2.58M

TFSL Hedge Fund Activity: Q3 2020 in Review

129 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2020, worth a combined $411M — down 3.4% from $425M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TFSL positions and 14 closed out — a net gain of 2 holders — while 38 added to existing stakes and 49 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $1.63M. The largest seller was Vanguard Group, cutting an estimated $7.32M.

  • 129 institutional investors held TFS Financial (TFSL) as of Q3 2020, up from 127 in Q2 2020.
  • Funds reported $411M of TFS Financial stock for Q3 2020, down 3.4% quarter-over-quarter.
  • 16 funds opened new TFS Financial positions in Q3 2020 and 14 closed out, a net change of +2 holders.
  • The largest TFS Financial buyer in Q3 2020 was Cramer Rosenthal McGlynn, an estimated $1.63M added.
  • The largest TFS Financial seller in Q3 2020 was Vanguard Group, an estimated $7.32M sold.

Based on aggregated 13F filings for Q3 2020.