We are live on ! Find out more
TFSL icon

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
Creative Planning
51
Creative Planning
Kansas
$406K +$56.1K +4,242 +15%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$395K
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$371K +$23.2K +1,754 +6%
I
54
InceptionR
California
$363K +$382K +28,912 New
II
55
Inspire Investing
Idaho
$357K +$30.5K +2,304 +9%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$350K +$369K +27,872 New
Osaic Holdings
57
Osaic Holdings
Arizona
$348K -$12.3K -928 -3%
JP Morgan Chase
58
JP Morgan Chase
New York
$334K -$1.18K -89 -0.3%
Janus Henderson Group
59
Janus Henderson Group
United Kingdom
$315K +$26 +2 +0%
Squarepoint
60
Squarepoint
New York
$305K -$314K -23,717 -49%
LPL Financial
61
LPL Financial
California
$297K -$7.98K -603 -2%
RJA
62
Raymond James & Associates
Florida
$292K +$89.9K +6,794 +41%
PA
63
Parallel Advisors
California
$286K +$39.5K +2,985 +15%
JF
64
Jump Financial
Illinois
$285K +$300K +22,700 New
Treasurer of the State of North Carolina
65
Treasurer of the State of North Carolina
North Carolina
$281K +$1.98K +150 +0.7%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$275K +$290K +21,930 New
BRWA
67
B. Riley Wealth Advisors
Florida
$270K -$251 -19 -0.1%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$262K +$276K +20,897 New
Victory Capital Management
69
Victory Capital Management
Texas
$258K +$30.9K +2,339 +13%
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$257K +$139K +10,500 +105%
UB
71
UMB Bank
Missouri
$251K
FTC
72
Farmers Trust Company
Ohio
$251K +$265K +20,000 New
US Bancorp
73
US Bancorp
Minnesota
$244K +$14K +1,057 +6%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$241K -$23.9K -1,807 -9%
Stifel Financial
75
Stifel Financial
Missouri
$227K

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.