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TFS Financial

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: 146147 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
JF
76
Jump Financial
Illinois
$226K -$16.4K -1,200 -7%
MCC
77
Money Concepts Capital
Florida
$204K +$193K +14,145 New
C
78
Covestor
United Kingdom
$189K +$16.2K +1,188 +10%
MAA
79
Mraz Amerine & Associates
California
$183K -$4.1K -300 -2%
PA
80
Parallel Advisors
California
$182K +$51.4K +3,761 +43%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$179K +$1.37K +100 +0.8%
TCM
82
Teza Capital Management
Illinois
$173K +$164K +12,026 New
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$164K -$155K -11,371 -50%
CSS
84
Cubist Systematic Strategies
Connecticut
$154K -$1.44M -105,067 -91%
KBC Group
85
KBC Group
Belgium
$153K +$54.3K +3,972 +60%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$152K +$145K +10,612 New
S
87
SignatureFD
Georgia
$151K +$13.3K +972 +10%
Creative Planning
88
Creative Planning
Kansas
$146K -$31.7K -2,320 -19%
BL
89
Balentine LLC
Georgia
$145K +$138K +10,086 New
AB
90
Amalgamated Bank
New York
$131K +$2.08K +152 +2%
US Bancorp
91
US Bancorp
Minnesota
$127K -$124K -9,056 -51%
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$108K
SG Americas Securities
93
SG Americas Securities
New York
$104K +$99.1K +7,249 New
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$86K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$72K +$37.7K +2,755 +123%
Loomis, Sayles & Company
96
Loomis, Sayles & Company
Massachusetts
$68K +$60.1K +4,396 +1,451%
UBS Group
97
UBS Group
Switzerland
$64.7K +$42K +3,072 +217%
CI Investments Inc
98
CI Investments Inc
Ontario, Canada
$61K -$14.4K -1,053 -20%
ME
99
McIlrath & Eck
Washington
$60.3K -$7.84K -574 -12%
QT
100
Quantbot Technologies
New York
$60.2K -$5.81K -425 -9%

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.