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Timberland Bancorp
TSBK

62 hedge funds and large institutions have $83.6M invested in Timberland Bancorp in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 62 → 62 (0)

0.47% less ownership

Funds ownership: 55.11% → 54.64% (-0.47%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

39% less capital invested

Capital invested by funds: $137M → $83.6M (-$53.2M)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
15
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.22M
2
Creative Planning
Creative Planning
Kansas
+$594K
3
CCM
Cutler Capital Management
Massachusetts
+$426K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$408K
5
BlackRock
BlackRock
New York
+$396K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$765K
2
PAM
Panagora Asset Management
Massachusetts
-$717K
3
BCM
Bridgeway Capital Management
Texas
-$661K
4
BCM
Basswood Capital Management
New York
-$308K
5
Morgan Stanley
Morgan Stanley
New York
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$501K -$23.2K -930 -3%
Bank of America
27
Bank of America
North Carolina
$494K -$79.7K -3,197 -11%
Creative Planning
28
Creative Planning
Kansas
$435K +$594K +23,800 New
Charles Schwab
29
Charles Schwab
California
$336K -$127K -5,076 -22%
SO
30
STRS Ohio
Ohio
$312K – – –
BCM
31
Basswood Capital Management
New York
$303K -$308K -12,368 -43%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$292K +$9.88K +396 +2%
EWM
33
Empirical Wealth Management
Washington
$274K – – –
Bessemer Group
34
Bessemer Group
New Jersey
$240K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$212K – – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$210K +$3.29K +132 +1%
JP Morgan Chase
37
JP Morgan Chase
New York
$207K -$153K -6,145 -35%
SV
38
Stilwell Value
New York
$207K +$282K +11,298 New
BAM
39
Bellevue Asset Management
Washington
$200K – – –
RSWM
40
Robertson Stephens Wealth Management
California
$195K +$265K +10,645 New
Morgan Stanley
41
Morgan Stanley
New York
$169K -$302K -12,096 -57%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$163K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$161K – – –
Barclays
44
Barclays
United Kingdom
$112K -$127K -5,103 -45%
UBS Group
45
UBS Group
Switzerland
$106K -$111K -4,436 -43%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$95K +$6.78K +272 +5%
AIG
47
American International Group
New York
$80K -$6.31K -253 -5%
JIR
48
James Investment Research
Ohio
$62K – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$62K +$84.3K +3,381 New
Victory Capital Management
50
Victory Capital Management
Texas
$46K +$62.9K +2,522 New
1
2
3

TSBK Hedge Fund Activity: Q1 2020 in Review

62 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Timberland Bancorp (TSBK) for Q1 2020, worth a combined $83.6M — down 39% from $137M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TSBK positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 23 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $1.22M. The largest seller was Royce & Associates, cutting an estimated $765K.

  • 62 institutional investors held Timberland Bancorp (TSBK) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $83.6M of Timberland Bancorp stock for Q1 2020, down 39% quarter-over-quarter.
  • 7 funds opened new Timberland Bancorp positions in Q1 2020 and 6 closed out, a net change of +1 holder.
  • The largest Timberland Bancorp buyer in Q1 2020 was Russell Investments Group, an estimated $1.22M added.
  • The largest Timberland Bancorp seller in Q1 2020 was Royce & Associates, an estimated $765K sold.

Based on aggregated 13F filings for Q1 2020.