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TFS Financial

146 hedge funds and large institutions have $318M invested in TFS Financial in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

4% more funds holding

Funds holding: 141146 (+5)

0.18% less ownership

Funds ownership: 8.91%8.73% (-0.18%)

7% less capital invested

Capital invested by funds: $343M → $318M (-$24.9M)

74% less call options, than puts

Call options by funds: $215K | Put options by funds: $816K

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
60
Reduced
40
Closed
17
Calls
$215K
Puts
$816K
Net Calls
-$601K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$1.39M +$497K +35,068 +49%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.39M -$177K -12,503 -10%
Invesco
28
Invesco
Georgia
$1.37M -$90.4K -6,378 -6%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.18M +$14.9K +1,048 +1%
Robeco Institutional Asset Management
30
Robeco Institutional Asset Management
Netherlands
$1.1M
UBS AM
31
UBS AM
Illinois
$971K -$89.8K -6,336 -8%
BA
32
Bridgewater Associates
Connecticut
$898K +$660K +46,570 +207%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$887K -$26.9K -1,896 -3%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$850K +$206K +14,565 +29%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$794K +$103K +7,284 +14%
CBFP
36
Cedar Brook Financial Partners
Ohio
$794K +$780 +55 +0.1%
Ameriprise
37
Ameriprise
Minnesota
$719K +$93.2K +6,575 +14%
Bank of America
38
Bank of America
North Carolina
$706K -$138K -9,744 -15%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$663K +$86.1K +6,076 +14%
BSW
40
Buckingham Strategic Wealth
Missouri
$651K
HA
41
Harbor Advisors
Florida
$650K
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$591K -$170 -12 -0%
Legal & General Group
43
Legal & General Group
United Kingdom
$575K -$66.3K -4,677 -10%
EMG
44
ETF Managers Group
New Jersey
$544K +$30.6K +2,160 +5%
SSA
45
Schonfeld Strategic Advisors
New York
$504K -$140K -9,900 -20%
AQR Capital Management
46
AQR Capital Management
Connecticut
$502K +$2.04K +144 +0.4%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$497K -$174K -12,270 -24%
ECM
48
ExodusPoint Capital Management
New York
$490K +$85.7K +6,045 +19%
IMRF
49
Illinois Municipal Retirement Fund
Illinois
$444K
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$432K +$57.6K +4,064 +14%

TFSL Hedge Fund Activity: Q3 2022 in Review

146 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2022, worth a combined $318M — down 7.2% from $343M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TFSL positions and 17 closed out — a net gain of 6 holders — while 60 added to existing stakes and 40 trimmed.

The largest buyer was Millennium Management, adding an estimated $8.94M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $7.95M sold.

  • 146 institutional investors held TFS Financial (TFSL) as of Q3 2022, up from 141 in Q2 2022.
  • Funds reported $318M of TFS Financial stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 23 funds opened new TFS Financial positions in Q3 2022 and 17 closed out, a net change of +6 holders.
  • The largest TFS Financial buyer in Q3 2022 was Millennium Management, an estimated $8.94M added.
  • The largest TFS Financial seller in Q3 2022 was Empyrean Capital Partners, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2022.