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Timberland Bancorp

67 hedge funds and large institutions have $133M invested in Timberland Bancorp in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $111M → $133M (+$22.5M)

5% more funds holding

Funds holding: 6467 (+3)

2.76% more ownership

Funds ownership: 54.79%57.55% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
20
Reduced
23
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
$712K +$14.6K +529 +2%
Creative Planning
27
Creative Planning
Kansas
$662K
JP Morgan Chase
28
JP Morgan Chase
New York
$647K +$24.6K +888 +4%
SO
29
STRS Ohio
Ohio
$517K
Charles Schwab
30
Charles Schwab
California
$511K
Wells Fargo
31
Wells Fargo
California
$433K -$744K -26,910 -63%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$419K
FL
33
Fourthstone LLC
Missouri
$398K -$403K -14,575 -50%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$393K -$177K -6,407 -31%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$382K -$164K -5,945 -30%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$363K +$361K +13,052 New
BAM
37
Bellevue Asset Management
Washington
$356K +$354K +12,800 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$336K -$13.3K -480 -4%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$312K -$7.41K -268 -2%
Morgan Stanley
40
Morgan Stanley
New York
$287K -$141K -5,083 -33%
Invesco
41
Invesco
Georgia
$274K +$273K +9,867 New
B
42
Bailard
California
$259K
MAM
43
Martingale Asset Management
Massachusetts
$257K +$83 +3 +0%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$247K +$246K +8,883 New
RSWM
45
Robertson Stephens Wealth Management
California
$242K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$207K +$6.28K +227 +3%
Barclays
47
Barclays
United Kingdom
$189K +$16.9K +611 +10%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$161K
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$156K -$91.3K -3,300 -37%
Deutsche Bank
50
Deutsche Bank
Germany
$134K -$12.4K -450 -9%

TSBK Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Timberland Bancorp (TSBK) for Q1 2021, worth a combined $133M — up 20% from $111M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TSBK positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 23 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $2.64M. The largest seller was Wells Fargo, cutting an estimated $744K.

  • 67 institutional investors held Timberland Bancorp (TSBK) as of Q1 2021, up from 64 in Q4 2020.
  • Funds reported $133M of Timberland Bancorp stock for Q1 2021, up 20% quarter-over-quarter.
  • 7 funds opened new Timberland Bancorp positions in Q1 2021 and 4 closed out, a net change of +3 holders.
  • The largest Timberland Bancorp buyer in Q1 2021 was Basswood Capital Management, an estimated $2.64M added.
  • The largest Timberland Bancorp seller in Q1 2021 was Wells Fargo, an estimated $744K sold.

Based on aggregated 13F filings for Q1 2021.