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TFS Financial
TFSL

121 hedge funds and large institutions have $590M invested in TFS Financial in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

51% more call options, than puts

Call options by funds: $521K | Put options by funds: $346K

21% more capital invested

Capital invested by funds: $487M → $590M (+$103M)

0.18% more ownership

Funds ownership: 9.86% → 10.04% (+0.18%)

5% less funds holding

Funds holding: 127 → 121 (-6)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
52
Reduced
33
Closed
19
Calls
$521K
Puts
$346K
Net Calls
+$175K
Net Calls Change
+$658K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$38.5M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$12.4M
3
Norges Bank
Norges Bank
Norway
+$3.13M
4
CGL
Clarius Group LLC
Washington
+$2.35M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$20.1M
2
SCA
Stieven Capital Advisors
Missouri
-$9.09M
3
Renaissance Technologies
Renaissance Technologies
New York
-$7.75M
4
Millennium Management
Millennium Management
New York
-$3.48M
5
Goldman Sachs
Goldman Sachs
New York
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
101
Macquarie Group
Australia
$15K -$6.84K -351 -32%
AA
102
Ancora Advisors
Ohio
$15K – – –
SWM
103
Spire Wealth Management
Virginia
$12K +$11.8K +607 New
GRP
104
Global Retirement Partners
California
$11K -$4.87K -250 -32%
TWA
105
TCI Wealth Advisors
Arizona
$6K – – –
EVM
106
Eaton Vance Management
Massachusetts
$6K +$5.51K +283 New
LC
107
Lindbrook Capital
California
$5K – – –
QCG
108
Quadrant Capital Group
Ohio
$5K – – –
BCA
109
Berman Capital Advisors
Georgia
$4K +$19 +1 +0.4%
SFS
110
Sowell Financial Services
Arkansas
$4K +$58 +3 +1%
TFO
111
Tarbox Family Office
California
$3K – – –
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.47K +127 New
GWS
113
Glassman Wealth Services
Virginia
$2K – – –
MWP
114
Meridian Wealth Partners
Pennsylvania
$2K +$2.12K +109 New
APA
115
American Portfolios Advisors
New York
$1.87K – – –
AIC
116
Ameritas Investment Company
Nebraska
$1.73K +$1.66K +85 New
TAM
117
Tucker Asset Management
Colorado
$1.24K – – –
VCM
118
Versant Capital Management
Arizona
$1K -$175 -9 -12%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$78 -4 -13%
AIG
120
American International Group
New York
$12 -$955 -49 -8%
CRM
121
Cramer Rosenthal McGlynn
Connecticut
– -$20.1M -1,140,347 Closed
SCA
122
Stieven Capital Advisors
Missouri
– -$9.09M -515,458 Closed
Millennium Management
123
Millennium Management
New York
– -$3.48M -197,301 Closed
Squarepoint
124
Squarepoint
New York
– -$748K -42,415 Closed
GCP
125
GSA Capital Partners
United Kingdom
– -$411K -23,300 Closed
2 3 4
5
6

TFSL Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2021, worth a combined $590M — up 21% from $487M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TFSL and 14 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 52 added.

The largest buyer was BlackRock, adding an estimated $38.5M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $20.1M sold.

  • 121 institutional investors held TFS Financial (TFSL) as of Q1 2021, down from 127 in Q4 2020.
  • Funds reported $590M of TFS Financial stock for Q1 2021, up 21% quarter-over-quarter.
  • 14 funds opened new TFS Financial positions in Q1 2021 and 19 closed out, a net change of -5 holders.
  • The largest TFS Financial buyer in Q1 2021 was BlackRock, an estimated $38.5M added.
  • The largest TFS Financial seller in Q1 2021 was Cramer Rosenthal McGlynn, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2021.