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TFS Financial

151 hedge funds and large institutions have $344M invested in TFS Financial in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $246K

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

4% more funds holding

Funds holding: 145151 (+6)

0.2% less ownership

Funds ownership: 9.96%9.76% (-0.2%)

16% less capital invested

Capital invested by funds: $410M → $344M (-$66M)

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
52
Reduced
40
Closed
17
Calls
$1.24M
Puts
$246K
Net Calls
+$998K
Net Calls Change
+$993K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$1.29M +$1.04M +78,547 +329%
Goldman Sachs
27
Goldman Sachs
New York
$1.18M -$25K -1,891 -2%
AT
28
Arden Trust
Delaware
$1.15M +$94.9K +7,171 +9%
Citigroup
29
Citigroup
New York
$1.12M +$424K +32,032 +56%
UBS AM
30
UBS AM
Illinois
$1.1M -$93.9K -7,095 -8%
IA
31
Inspire Advisors
Idaho
$1.05M +$154K +11,655 +16%
Rafferty Asset Management
32
Rafferty Asset Management
New York
$984K -$164K -12,401 -14%
HighTower Advisors
33
HighTower Advisors
Illinois
$972K +$30.8K +2,331 +3%
AI
34
Atom Investors
Texas
$970K +$1.02M +77,256 New
CBFP
35
Cedar Brook Financial Partners
Ohio
$909K +$913 +69 +0.1%
PAM
36
Panagora Asset Management
Massachusetts
$829K +$385K +29,114 +79%
FCM
37
FJ Capital Management
Virginia
$797K +$840K +63,493 New
Barclays
38
Barclays
United Kingdom
$770K -$125K -9,422 -13%
DFCM
39
Dark Forest Capital Management
Puerto Rico
$759K +$391K +29,568 +96%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$723K +$66.3K +5,014 +10%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$698K -$33.5K -2,530 -4%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$692K -$177K -13,346 -19%
AllianceBernstein
43
AllianceBernstein
Tennessee
$679K +$204K +15,401 +40%
Legal & General Group
44
Legal & General Group
United Kingdom
$662K
BSW
45
Buckingham Strategic Wealth
Missouri
$629K
APF
46
Alaska Permanent Fund
Alaska
$606K -$1.73M -130,504 -73%
HA
47
Harbor Advisors
Florida
$531K
UBS Group
48
UBS Group
Switzerland
$466K +$474K +35,829 +2,756%
IMRF
49
Illinois Municipal Retirement Fund
Illinois
$429K
FFA
50
Farther Finance Advisors
California
$416K -$767 -58 -0.2%

TFSL Hedge Fund Activity: Q1 2024 in Review

151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2024, worth a combined $344M — down 16% from $410M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TFSL positions and 17 closed out — a net gain of 6 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.83M. The largest seller was Morgan Stanley, cutting an estimated $4.87M.

  • 151 institutional investors held TFS Financial (TFSL) as of Q1 2024, up from 145 in Q4 2023.
  • Funds reported $344M of TFS Financial stock for Q1 2024, down 16% quarter-over-quarter.
  • 23 funds opened new TFS Financial positions in Q1 2024 and 17 closed out, a net change of +6 holders.
  • The largest TFS Financial buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $1.83M added.
  • The largest TFS Financial seller in Q1 2024 was Morgan Stanley, an estimated $4.87M sold.

Based on aggregated 13F filings for Q1 2024.