We are live on ! Find out more
TFSL icon

TFS Financial
TFSL

139 hedge funds and large institutions have $315M invested in TFS Financial in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $731K | Put options by funds: $324K

0.09% less ownership

Funds ownership: 9.58% → 9.49% (-0.09%)

8% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 52

2% less funds holding

Funds holding: 142 → 139 (-3)

7% less capital invested

Capital invested by funds: $338M → $315M (-$23.1M)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
48
Reduced
52
Closed
16
Calls
$731K
Puts
$324K
Net Calls
+$407K
Net Calls Change
+$503K

Top Buyers

1
CA
Clearstead Advisors
Ohio
+$3.5M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.52M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
+$1.05M
4
Northern Trust
Northern Trust
Illinois
+$900K
5
CSS
Cubist Systematic Strategies
Connecticut
+$777K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.67M
2
Norges Bank
Norges Bank
Norway
-$2.01M
3
BlackRock
BlackRock
New York
-$1.76M
4
SSA
Schonfeld Strategic Advisors
New York
-$1.69M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.14M -$311K -23,240 -19%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.13M -$215K -16,018 -14%
UBS AM
28
UBS AM
Illinois
$1.12M +$524K +39,083 +70%
HighTower Advisors
29
HighTower Advisors
Illinois
$975K +$723 +54 +0.1%
API
30
Advisor Partners II
California
$944K +$352K +26,249 +49%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$846K -$15.1K -1,128 -2%
CBFP
32
Cedar Brook Financial Partners
Ohio
$794K -$2.41K -180 -0.3%
UBS Group
33
UBS Group
Switzerland
$786K +$397K +29,635 +80%
IA
34
Inspire Advisors
Idaho
$773K +$73K +5,448 +9%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$720K -$69.9K -5,218 -8%
AllianceBernstein
36
AllianceBernstein
Tennessee
$694K +$272K +20,340 +53%
CSS
37
Cubist Systematic Strategies
Connecticut
$685K +$777K +57,969 New
Legal & General Group
38
Legal & General Group
United Kingdom
$626K – – –
AT
39
Arden Trust
Delaware
$594K +$228K +17,029 +51%
BSW
40
Buckingham Strategic Wealth
Missouri
$592K – – –
DFCM
41
Dark Forest Capital Management
Puerto Rico
$587K -$284K -21,168 -30%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$535K -$278K -20,780 -31%
HA
43
Harbor Advisors
Florida
$500K – – –
PAM
44
Panagora Asset Management
Massachusetts
$436K +$81K +6,044 +20%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$421K -$154K -11,487 -24%
IMRF
46
Illinois Municipal Retirement Fund
Illinois
$403K – – –
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$376K -$187K -13,987 -31%
OQS
48
Occudo Quantitative Strategies
Florida
$366K +$162K +12,091 +64%
AQR Capital Management
49
AQR Capital Management
Connecticut
$366K -$1.57K -117 -0.4%
FFA
50
Farther Finance Advisors
California
$354K – – –
1
2
3 4 5

TFSL Hedge Fund Activity: Q3 2023 in Review

139 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2023, worth a combined $315M — down 6.9% from $338M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TFSL and 13 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 48 added.

The largest buyer was Clearstead Advisors, adding an estimated $3.5M. The largest seller was Citadel Advisors, cutting an estimated $3.67M.

  • 139 institutional investors held TFS Financial (TFSL) as of Q3 2023, down from 142 in Q2 2023.
  • Funds reported $315M of TFS Financial stock for Q3 2023, down 6.9% quarter-over-quarter.
  • 13 funds opened new TFS Financial positions in Q3 2023 and 16 closed out, a net change of -3 holders.
  • The largest TFS Financial buyer in Q3 2023 was Clearstead Advisors, an estimated $3.5M added.
  • The largest TFS Financial seller in Q3 2023 was Citadel Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2023.