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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
Jane Street
76
Jane Street
New York
$221K +$233K +17,589 New
Canada Life
77
Canada Life
Manitoba, Canada
$211K -$9.42K -712 -4%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$209K +$220K +16,663 New
VPIM
79
Vanguard Personalized Indexing Management
California
$208K +$11.3K +851 +5%
Mariner
80
Mariner
Kansas
$207K +$60.3K +4,558 +38%
IAN
81
Integrated Advisors Network
Texas
$205K
GF
82
Gabelli Funds
New York
$201K
S
83
SignatureFD
Georgia
$200K -$4.38K -331 -2%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$197K +$207K +15,660 New
ASRS
85
Arizona State Retirement System
Arizona
$194K -$3.24K -245 -2%
GT
86
Glenmede Trust
Pennsylvania
$188K
C
87
Covestor
United Kingdom
$182K -$25.5K -1,928 -12%
KAS
88
Kestra Advisory Services
Texas
$180K +$190K +14,343 New
VAS
89
Vestmark Advisory Solutions
Massachusetts
$175K +$4.97K +376 +3%
MCC
90
Malaga Cove Capital
California
$174K
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$172K +$3K +227 +2%
GCM
92
Graham Capital Management
Connecticut
$170K +$179K +13,545 New
FTDI
93
First Trust Direct Indexing
Massachusetts
$165K +$159 +12 +0.1%
Wells Fargo
94
Wells Fargo
California
$153K -$23.6K -1,781 -13%
NW
95
Naviter Wealth
Arkansas
$146K
SPA
96
Sherbrooke Park Advisers
New York
$146K +$153K +11,595 New
PWM
97
Perigon Wealth Management
California
$136K
SG Americas Securities
98
SG Americas Securities
New York
$136K -$55K -4,160 -28%
OAM
99
Oppenheimer Asset Management
New York
$135K -$72.2K -5,459 -34%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$130K

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.