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TFS Financial

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: 142139 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$353K +$198K +14,753 +98%
II
52
Inspire Investing
Idaho
$307K +$11K +819 +3%
JP Morgan Chase
53
JP Morgan Chase
New York
$305K -$200K -14,960 -37%
US Bancorp
54
US Bancorp
Minnesota
$298K -$37K -2,763 -10%
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$297K +$40 +3 +0%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$294K -$28.1K -2,098 -8%
LPL Financial
57
LPL Financial
California
$279K +$15.4K +1,152 +5%
BRWA
58
B. Riley Wealth Advisors
Florida
$270K -$3.42K -255 -1%
PA
59
Parallel Advisors
California
$269K +$45K +3,358 +17%
Treasurer of the State of North Carolina
60
Treasurer of the State of North Carolina
North Carolina
$260K +$1.47K +110 +0.5%
ECM
61
Evergreen Capital Management
Washington
$260K +$831 +62 +0.3%
Creative Planning
62
Creative Planning
Kansas
$256K -$22.1K -1,653 -7%
HWAM
63
Hennion & Walsh Asset Management
New Jersey
$243K -$175K -13,065 -39%
S
64
SignatureFD
Georgia
$242K +$15.7K +1,170 +6%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$241K -$30.3K -2,259 -10%
UB
66
UMB Bank
Missouri
$236K
Canada Life
67
Canada Life
Manitoba, Canada
$217K -$1.42K -106 -0.6%
Jane Street
68
Jane Street
New York
$204K +$67K +4,998 +41%
HWM
69
HB Wealth Management
Georgia
$204K -$1.66K -124 -0.7%
RJA
70
Raymond James & Associates
Florida
$199K -$52.7K -3,930 -19%
C
71
Covestor
United Kingdom
$195K +$7.7K +575 +4%
GF
72
Gabelli Funds
New York
$189K
ASRS
73
Arizona State Retirement System
Arizona
$189K +$2.88K +215 +1%
Victory Capital Management
74
Victory Capital Management
Texas
$183K -$58.9K -4,394 -22%
Mariner
75
Mariner
Kansas
$182K +$44.9K +3,352 +28%

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.