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Timberland Bancorp
TSBK

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: 2 → 3 (+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: 61 → 62 (+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
–

Top Buyers

Rank Fund Capital Flow
1
KJWM
Kiley Juergens Wealth Management
Washington
+$858K
2
BCM
Basswood Capital Management
New York
+$810K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$463K
4
Bank of America
Bank of America
North Carolina
+$403K
5
State Street
State Street
Massachusetts
+$261K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.97M
2
LPL Financial
LPL Financial
California
-$302K
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$249K
4
OAM
Oxford Asset Management
United Kingdom
-$205K
5
BCM
BHZ Capital Management
California
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$53K +$15.5K +554 +45%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$48K – – –
Citigroup
53
Citigroup
New York
$44K +$15.9K +567 +62%
Legal & General Group
54
Legal & General Group
United Kingdom
$41K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$35K -$1.97M -70,456 -98%
PH
56
Pinnacle Holdings
Oklahoma
$29.7K – – –
Federated Hermes
57
Federated Hermes
Pennsylvania
$25K – – –
MAM
58
Meeder Asset Management
Ohio
$24K – – –
ME
59
McIlrath & Eck
Washington
$19K – – –
AIP
60
Ameritas Investment Partners
Nebraska
$16K – – –
NFG
61
Next Financial Group
Texas
$9K +$56 +2 +0.6%
Canada Life
62
Canada Life
Manitoba, Canada
$2K +$2.13K +76 New
LPL Financial
63
LPL Financial
California
– -$302K -10,975 Closed
OAM
64
Oxford Asset Management
United Kingdom
– -$205K -7,462 Closed
Victory Capital Management
65
Victory Capital Management
Texas
– -$38K -1,381 Closed
TRCT
66
Tower Research Capital (TRC)
New York
– -$1K -46 Closed
1 2
3

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.