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TFS Financial

142 hedge funds and large institutions have $338M invested in TFS Financial in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

6% more capital invested

Capital invested by funds: $318M → $338M (+$19.8M)

0.6% more ownership

Funds ownership: 8.98%9.58% (+0.6%)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

3% less funds holding

Funds holding: 146142 (-4)

14% less call options, than puts

Call options by funds: $603K | Put options by funds: $699K

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
58
Reduced
43
Closed
24
Calls
$603K
Puts
$699K
Net Calls
-$96K
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.41M -$341K -28,130 -20%
Invesco
27
Invesco
Georgia
$1.36M +$11.8K +972 +0.9%
Bank of America
28
Bank of America
North Carolina
$1.18M -$439K -36,214 -28%
Fidelity International
29
Fidelity International
Bermuda
$1.15M -$1.5M -123,352 -57%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.04M -$20.6K -1,697 -2%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$914K +$45.7K +3,774 +5%
DFCM
32
Dark Forest Capital Management
Puerto Rico
$890K +$548K +45,248 +177%
CBFP
33
Cedar Brook Financial Partners
Ohio
$847K +$3.81K +314 +0.5%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$831K -$22.7K -1,873 -3%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$830K -$375K -30,974 -32%
IA
36
Inspire Advisors
Idaho
$754K +$89.3K +7,366 +14%
UBS AM
37
UBS AM
Illinois
$701K
API
38
Advisor Partners II
California
$673K +$429K +35,387 +195%
Legal & General Group
39
Legal & General Group
United Kingdom
$666K +$61.2K +5,049 +11%
EMFAT
40
Emerald Mutual Fund Advisers Trust
Pennsylvania
$653K
BSW
41
Buckingham Strategic Wealth
Missouri
$630K -$12 -1 -0%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$592K -$4.76K -393 -0.8%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$576K +$4.84K +399 +0.9%
HA
44
Harbor Advisors
Florida
$531K
JP Morgan Chase
45
JP Morgan Chase
New York
$513K +$131K +10,832 +36%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$511K +$479K +39,482 +3,372%
AllianceBernstein
47
AllianceBernstein
Tennessee
$482K +$64.3K +5,304 +16%
UBS Group
48
UBS Group
Switzerland
$463K -$40.8K -3,365 -8%
IMRF
49
Illinois Municipal Retirement Fund
Illinois
$429K
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$423K -$198K -16,343 -33%

TFSL Hedge Fund Activity: Q2 2023 in Review

142 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2023, worth a combined $338M — up 6.2% from $318M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of TFSL and 23 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 58 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $9.77M. The largest seller was Renaissance Technologies, cutting an estimated $2.29M.

  • 142 institutional investors held TFS Financial (TFSL) as of Q2 2023, down from 146 in Q1 2023.
  • Funds reported $338M of TFS Financial stock for Q2 2023, up 6.2% quarter-over-quarter.
  • 23 funds opened new TFS Financial positions in Q2 2023 and 24 closed out, a net change of -1 holder.
  • The largest TFS Financial buyer in Q2 2023 was Cramer Rosenthal McGlynn, an estimated $9.77M added.
  • The largest TFS Financial seller in Q2 2023 was Renaissance Technologies, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2023.