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TFS Financial
TFSL

147 hedge funds and large institutions have $337M invested in TFS Financial in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

6% more capital invested

Capital invested by funds: $318M → $337M (+$18.6M)

1% more funds holding

Funds holding: 146 → 147 (+1)

0.14% more ownership

Funds ownership: 8.73% → 8.88% (+0.14%)

52% less call options, than puts

Call options by funds: $220K | Put options by funds: $456K

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
61
Reduced
42
Closed
21
Calls
$220K
Puts
$456K
Net Calls
-$236K
Net Calls Change
+$365K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.52M
2
First Trust Advisors
First Trust Advisors
Illinois
+$1.67M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.56M
4
Millennium Management
Millennium Management
New York
+$1.51M
5
Fidelity International
Fidelity International
Bermuda
+$948K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.25M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.83M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.46M
4
CSS
Cubist Systematic Strategies
Connecticut
-$1.44M
5
BlackRock
BlackRock
New York
-$999K
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
51
ExodusPoint Capital Management
New York
$490K -$50.7K -3,710 -10%
AllianceBernstein
52
AllianceBernstein
Tennessee
$477K +$37.1K +2,712 +9%
Squarepoint
53
Squarepoint
New York
$453K +$185K +13,514 +75%
PAM
54
Panagora Asset Management
Massachusetts
$444K – – –
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$403K +$21.2K +1,548 +6%
RJA
56
Raymond James & Associates
Florida
$372K +$152K +11,127 +76%
JP Morgan Chase
57
JP Morgan Chase
New York
$370K -$6.81K -498 -2%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$370K +$7.35K +538 +2%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$359K +$341K +24,947 New
GT
60
Glenmede Trust
Pennsylvania
$333K +$1.7K +124 +0.5%
Treasurer of the State of North Carolina
61
Treasurer of the State of North Carolina
North Carolina
$313K +$3.83K +280 +1%
Canada Life
62
Canada Life
Manitoba, Canada
$311K +$61.2K +4,481 +26%
LPL Financial
63
LPL Financial
California
$307K +$64.2K +4,701 +28%
SEI Investments
64
SEI Investments
Pennsylvania
$302K -$13.9K -1,020 -5%
BRWA
65
B. Riley Wealth Advisors
Florida
$295K +$13.9K +1,015 +5%
UB
66
UMB Bank
Missouri
$288K – – –
II
67
Inspire Investing
Idaho
$282K +$12.2K +889 +5%
Wells Fargo
68
Wells Fargo
California
$259K -$24.5K -1,795 -9%
KA
69
Kovack Advisors
Florida
$248K -$39.6K -2,900 -14%
ECM
70
Evergreen Capital Management
Washington
$245K +$233K +17,020 New
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$238K +$226K +16,523 New
PWM
72
Perigon Wealth Management
California
$235K +$223K +16,290 New
GF
73
Gabelli Funds
New York
$231K – – –
ASRS
74
Arizona State Retirement System
Arizona
$228K +$7.83K +573 +4%
Osaic Holdings
75
Osaic Holdings
Arizona
$228K -$28.6K -2,094 -12%
1 2
3
4 5

TFSL Hedge Fund Activity: Q4 2022 in Review

147 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2022, worth a combined $337M — up 5.8% from $318M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TFSL positions and 21 closed out — a net gain of 4 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.52M. The largest seller was Renaissance Technologies, cutting an estimated $3.25M.

  • 147 institutional investors held TFS Financial (TFSL) as of Q4 2022, up from 146 in Q3 2022.
  • Funds reported $337M of TFS Financial stock for Q4 2022, up 5.8% quarter-over-quarter.
  • 25 funds opened new TFS Financial positions in Q4 2022 and 21 closed out, a net change of +4 holders.
  • The largest TFS Financial buyer in Q4 2022 was Vanguard Group, an estimated $4.52M added.
  • The largest TFS Financial seller in Q4 2022 was Renaissance Technologies, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2022.