We are live on ! Find out more
TFSL icon

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
AWM
76
Ariadne Wealth Management
California
$216K +$173K +13,746 New
Canada Life
77
Canada Life
Manitoba, Canada
$210K -$2.37K -188 -1%
C
78
Covestor
United Kingdom
$203K +$19.8K +1,577 +11%
GF
79
Gabelli Funds
New York
$202K
S
80
SignatureFD
Georgia
$200K -$1.3K -103 -0.6%
ASRS
81
Arizona State Retirement System
Arizona
$198K +$3.64K +289 +2%
GT
82
Glenmede Trust
Pennsylvania
$189K
KAS
83
Kestra Advisory Services
Texas
$189K +$8.22K +653 +5%
FTDI
84
First Trust Direct Indexing
Massachusetts
$186K +$20.4K +1,618 +12%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$182K -$27.9K -2,216 -13%
IAN
86
Integrated Advisors Network
Texas
$178K -$27.8K -2,213 -14%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$168K +$167K +13,291 New
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$163K -$10.6K -845 -6%
TRCT
89
Tower Research Capital (TRC)
New York
$160K +$149K +11,807 +1,300%
Mariner
90
Mariner
Kansas
$158K -$49.5K -3,938 -24%
SG Americas Securities
91
SG Americas Securities
New York
$154K +$17.1K +1,361 +13%
Millennium Management
92
Millennium Management
New York
$147K +$147K +11,652 New
PWM
93
Perigon Wealth Management
California
$142K +$5.16K +410 +4%
Two Sigma Advisers
94
Two Sigma Advisers
New York
$140K +$140K +11,100 New
ECM
95
Evergreen Capital Management
Washington
$139K +$138K +10,982 New
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$131K
Squarepoint
97
Squarepoint
New York
$130K -$176K -13,985 -58%
SFA
98
Sequoia Financial Advisors
Ohio
$129K +$2.04K +162 +2%
Walleye Capital
99
Walleye Capital
New York
$127K +$126K +10,038 New
PCC
100
Park Circle Company
Maryland
$125K

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.