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TFS Financial

166 hedge funds and large institutions have $350M invested in TFS Financial in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $154K

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

3% more funds holding

Funds holding: 161166 (+5)

3% more capital invested

Capital invested by funds: $339M → $350M (+$11.6M)

0.14% more ownership

Funds ownership: 9.56%9.7% (+0.14%)

Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
58
Reduced
49
Closed
25
Calls
$1.43M
Puts
$154K
Net Calls
+$1.28M
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
76
UMB Bank
Missouri
$257K
PP
77
Paloma Partners
Connecticut
$252K +$258K +19,597 New
VAS
78
Vestmark Advisory Solutions
Massachusetts
$251K +$13.4K +1,016 +5%
SPA
79
Sherbrooke Park Advisers
New York
$248K +$254K +19,279 New
OAM
80
Oppenheimer Asset Management
New York
$239K -$3.33K -253 -1%
Canada Life
81
Canada Life
Manitoba, Canada
$237K +$22.7K +1,722 +10%
US Bancorp
82
US Bancorp
Minnesota
$225K -$11.7K -890 -5%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$217K -$198K -15,000 -47%
Mariner
84
Mariner
Kansas
$212K +$52.3K +3,967 +32%
ASRS
85
Arizona State Retirement System
Arizona
$208K +$5.9K +448 +3%
GF
86
Gabelli Funds
New York
$206K
S
87
SignatureFD
Georgia
$201K -$3.16K -240 -2%
KAS
88
Kestra Advisory Services
Texas
$199K +$5.8K +440 +3%
Osaic Holdings
89
Osaic Holdings
Arizona
$196K -$32K -2,432 -14%
GT
90
Glenmede Trust
Pennsylvania
$195K +$2.06K +156 +1%
C
91
Covestor
United Kingdom
$192K -$15.6K -1,187 -7%
GCM
92
Graham Capital Management
Connecticut
$185K +$189K +14,360 New
FTDI
93
First Trust Direct Indexing
Massachusetts
$181K -$9.26K -703 -5%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$180K +$14.4K +1,095 +8%
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
$167K +$171K +13,006 New
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$162K +$92.2K +7,000 +125%
FRA
97
Frank Rimerman Advisors
California
$160K -$240K -18,198 -59%
Victory Capital Management
98
Victory Capital Management
Texas
$155K -$116K -8,799 -42%
MAS
99
Meeder Advisory Services
Ohio
$152K +$155K +11,783 New
PWM
100
Perigon Wealth Management
California
$151K +$6.42K +487 +4%

TFSL Hedge Fund Activity: Q3 2024 in Review

166 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2024, worth a combined $350M — up 3.4% from $339M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TFSL positions and 25 closed out — a net gain of 8 holders — while 58 added to existing stakes and 49 trimmed.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $4.33M. The largest seller was Citadel Advisors, cutting an estimated $3.51M.

  • 166 institutional investors held TFS Financial (TFSL) as of Q3 2024, up from 161 in Q2 2024.
  • Funds reported $350M of TFS Financial stock for Q3 2024, up 3.4% quarter-over-quarter.
  • 33 funds opened new TFS Financial positions in Q3 2024 and 25 closed out, a net change of +8 holders.
  • The largest TFS Financial buyer in Q3 2024 was FJ Capital Management, an estimated $4.33M added.
  • The largest TFS Financial seller in Q3 2024 was Citadel Advisors, an estimated $3.51M sold.

Based on aggregated 13F filings for Q3 2024.