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Timberland Bancorp

62 hedge funds and large institutions have $137M invested in Timberland Bancorp in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $124M → $137M (+$12.3M)

2% more funds holding

Funds holding: 6162 (+1)

0.83% more ownership

Funds ownership: 54.28%55.11% (+0.83%)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
5
Increased
23
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$842K +$107K +3,829 +16%
N
27
Nuveen
North Carolina
$784K -$4.73K -169 -0.6%
Charles Schwab
28
Charles Schwab
California
$698K -$80.3K -2,870 -11%
Morgan Stanley
29
Morgan Stanley
New York
$636K +$182K +6,510 +44%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$558K +$463K +16,552 +748%
JP Morgan Chase
31
JP Morgan Chase
New York
$519K +$202K +7,206 +70%
SO
32
STRS Ohio
Ohio
$508K
EWM
33
Empirical Wealth Management
Washington
$446K
Bessemer Group
34
Bessemer Group
New Jersey
$390K
BAM
35
Bellevue Asset Management
Washington
$351K +$330K +11,800 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$344K -$560 -20 -0.2%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$338K
Barclays
38
Barclays
United Kingdom
$334K +$101K +3,599 +47%
UBS Group
39
UBS Group
Switzerland
$303K +$88.2K +3,152 +45%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$277K
Millennium Management
41
Millennium Management
New York
$270K -$87.9K -3,141 -26%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$265K
KeyBank National Association
43
KeyBank National Association
Ohio
$222K +$209K +7,471 New
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$203K +$191K +6,825 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$161K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$147K +$130K +4,651 +1,515%
AIG
47
American International Group
New York
$138K -$1.09K -39 -0.8%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$102K +$31.4K +1,120 +49%
JIR
49
James Investment Research
Ohio
$101K
Deutsche Bank
50
Deutsche Bank
Germany
$92K -$70.6K -2,521 -45%

TSBK Hedge Fund Activity: Q4 2019 in Review

62 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Timberland Bancorp (TSBK) for Q4 2019, worth a combined $137M — up 9.9% from $124M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TSBK positions and 4 closed out — a net gain of 1 holder — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Kiley Juergens Wealth Management, adding an estimated $858K. The largest seller was Fidelity Investments, cutting an estimated $1.97M.

  • 62 institutional investors held Timberland Bancorp (TSBK) as of Q4 2019, up from 61 in Q3 2019.
  • Funds reported $137M of Timberland Bancorp stock for Q4 2019, up 9.9% quarter-over-quarter.
  • 5 funds opened new Timberland Bancorp positions in Q4 2019 and 4 closed out, a net change of +1 holder.
  • The largest Timberland Bancorp buyer in Q4 2019 was Kiley Juergens Wealth Management, an estimated $858K added.
  • The largest Timberland Bancorp seller in Q4 2019 was Fidelity Investments, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2019.