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TFS Financial
TFSL

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: 142 → 139 (-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

Top Buyers

1
CA
Clearstead Advisors
Ohio
+$3.5M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.52M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
+$1.05M
4
Northern Trust
Northern Trust
Illinois
+$900K
5
CSS
Cubist Systematic Strategies
Connecticut
+$777K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.67M
2
Norges Bank
Norges Bank
Norway
-$2.01M
3
BlackRock
BlackRock
New York
-$1.76M
4
SSA
Schonfeld Strategic Advisors
New York
-$1.69M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$180K +$204K +15,227 New
VPIM
77
Vanguard Personalized Indexing Management
California
$178K +$27.5K +2,055 +16%
GT
78
Glenmede Trust
Pennsylvania
$177K -$1.66K -124 -0.8%
SPA
79
Sherbrooke Park Advisers
New York
$175K -$3.82K -285 -2%
Wells Fargo
80
Wells Fargo
California
$168K -$23.2K -1,735 -11%
MCC
81
Malaga Cove Capital
California
$164K +$186K +13,853 New
GCM
82
Graham Capital Management
Connecticut
$160K +$181K +13,547 New
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$159K -$2.65K -198 -1%
IAN
84
Integrated Advisors Network
Texas
$157K – – –
Barclays
85
Barclays
United Kingdom
$153K -$14K -1,048 -8%
TRCT
86
Tower Research Capital (TRC)
New York
$150K +$139K +10,362 +450%
MAA
87
Mraz Amerine & Associates
California
$145K – – –
Squarepoint
88
Squarepoint
New York
$144K -$214K -15,965 -57%
BNP Paribas Asset Management
89
BNP Paribas Asset Management
France
$138K – – –
NW
90
Naviter Wealth
Arkansas
$138K +$156K +11,652 New
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$137K -$2.73K -204 -2%
OAM
92
Oppenheimer Asset Management
New York
$134K +$152K +11,323 New
VAS
93
Vestmark Advisory Solutions
Massachusetts
$132K +$150K +11,180 New
ILI
94
Invesco LLC (Illinois)
Illinois
$131K – – –
PWM
95
Perigon Wealth Management
California
$126K +$1.06K +79 +0.7%
KBC Group
96
KBC Group
Belgium
$125K – – –
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$123K – – –
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$123K -$19.1K -1,428 -12%
CCIA
99
Campbell & Co Investment Adviser
Maryland
$119K +$135K +10,095 New
PCC
100
Park Circle Company
Maryland
$117K – – –
2 3
4
5 6

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.