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Timberland Bancorp

64 hedge funds and large institutions have $111M invested in Timberland Bancorp in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

35% more capital invested

Capital invested by funds: $81.9M → $111M (+$28.7M)

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

3% more funds holding

Funds holding: 6264 (+2)

0.07% more ownership

Funds ownership: 54.72%54.79% (+0.07%)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
24
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
26
Fourthstone LLC
Missouri
$701K +$634K +28,877 New
Goldman Sachs
27
Goldman Sachs
New York
$609K +$8.63K +393 +2%
Creative Planning
28
Creative Planning
Kansas
$577K
BCM
29
Basswood Capital Management
New York
$559K -$2.13M -96,953 -81%
JP Morgan Chase
30
JP Morgan Chase
New York
$542K +$335K +15,271 +215%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$498K -$1.18M -53,796 -72%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$477K -$160K -7,302 -27%
SO
33
STRS Ohio
Ohio
$451K
Charles Schwab
34
Charles Schwab
California
$446K
LPL Financial
35
LPL Financial
California
$413K -$269K -12,259 -42%
Morgan Stanley
36
Morgan Stanley
New York
$375K +$125K +5,697 +59%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$366K
ZCM
38
Zebra Capital Management
Connecticut
$320K -$8.1K -369 -3%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$305K +$34.3K +1,561 +14%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$279K
B
41
Bailard
California
$226K +$204K +9,300 New
MAM
42
Martingale Asset Management
Massachusetts
$224K -$441K -20,100 -69%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$216K
RSWM
44
Robertson Stephens Wealth Management
California
$211K +$191K +8,720 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$174K +$62.6K +2,850 +66%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$161K
Barclays
47
Barclays
United Kingdom
$150K -$21.9K -999 -14%
Deutsche Bank
48
Deutsche Bank
Germany
$128K +$32.4K +1,475 +39%
Osaic Holdings
49
Osaic Holdings
Arizona
$95K +$25.2K +1,149 +41%
JIR
50
James Investment Research
Ohio
$82K

TSBK Hedge Fund Activity: Q4 2020 in Review

64 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Timberland Bancorp (TSBK) for Q4 2020, worth a combined $111M — up 35% from $81.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TSBK positions and 4 closed out — a net gain of 2 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $821K. The largest seller was Basswood Capital Management, cutting an estimated $2.13M.

  • 64 institutional investors held Timberland Bancorp (TSBK) as of Q4 2020, up from 62 in Q3 2020.
  • Funds reported $111M of Timberland Bancorp stock for Q4 2020, up 35% quarter-over-quarter.
  • 6 funds opened new Timberland Bancorp positions in Q4 2020 and 4 closed out, a net change of +2 holders.
  • The largest Timberland Bancorp buyer in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $821K added.
  • The largest Timberland Bancorp seller in Q4 2020 was Basswood Capital Management, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2020.