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TFS Financial

161 hedge funds and large institutions have $339M invested in TFS Financial in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $1M | Put options by funds: $290K

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

7% more funds holding

Funds holding: 151161 (+10)

0.2% less ownership

Funds ownership: 9.76%9.56% (-0.2%)

2% less capital invested

Capital invested by funds: $344M → $339M (-$5.51M)

Holders
161
Holders Change
+10
Holders Change %
+6.62%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
59
Reduced
50
Closed
19
Calls
$1M
Puts
$290K
Net Calls
+$712K
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
I
51
InceptionR
California
$354K -$10.6K -846 -3%
II
52
Inspire Investing
Idaho
$351K -$7.84K -623 -2%
JP Morgan Chase
53
JP Morgan Chase
New York
$339K +$3.32K +264 +1%
ECM
54
ExodusPoint Capital Management
New York
$322K +$321K +25,483 New
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$313K -$3.47K -276 -1%
Two Sigma Investments
56
Two Sigma Investments
New York
$306K +$305K +24,254 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$300K +$23.4K +1,862 +8%
LPL Financial
58
LPL Financial
California
$300K +$1.7K +135 +0.6%
RJA
59
Raymond James & Associates
Florida
$300K +$6.4K +509 +2%
MCC
60
Malaga Cove Capital
California
$298K +$123K +9,740 +70%
BRWA
61
B. Riley Wealth Advisors
Florida
$289K +$239 +19 +0.1%
Treasurer of the State of North Carolina
62
Treasurer of the State of North Carolina
North Carolina
$278K -$4.68K -372 -2%
VPIM
63
Vanguard Personalized Indexing Management
California
$273K +$63.6K +5,057 +31%
CCIA
64
Campbell & Co Investment Adviser
Maryland
$264K +$133K +10,587 +103%
Victory Capital Management
65
Victory Capital Management
Texas
$263K +$3.32K +264 +1%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$257K +$256K +20,370 New
FTC
67
Farmers Trust Company
Ohio
$252K
UB
68
UMB Bank
Missouri
$252K
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$252K -$12.1K -962 -5%
PA
70
Parallel Advisors
California
$249K -$37.5K -2,981 -13%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$243K +$1.27K +101 +0.5%
OAM
72
Oppenheimer Asset Management
New York
$238K +$102K +8,101 +75%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$234K +$57.8K +4,594 +33%
US Bancorp
74
US Bancorp
Minnesota
$232K -$13.4K -1,068 -5%
Osaic Holdings
75
Osaic Holdings
Arizona
$223K -$126K -10,027 -36%

TFSL Hedge Fund Activity: Q2 2024 in Review

161 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2024, worth a combined $339M — down 1.6% from $344M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TFSL positions and 19 closed out — a net gain of 11 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.54M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $11.7M sold.

  • 161 institutional investors held TFS Financial (TFSL) as of Q2 2024, up from 151 in Q1 2024.
  • Funds reported $339M of TFS Financial stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 30 funds opened new TFS Financial positions in Q2 2024 and 19 closed out, a net change of +11 holders.
  • The largest TFS Financial buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $1.54M added.
  • The largest TFS Financial seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.