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TFS Financial

123 hedge funds and large institutions have $542M invested in TFS Financial in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $1.49M

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more funds holding

Funds holding: 121123 (+2)

0.52% less ownership

Funds ownership: 10.04%9.51% (-0.52%)

8% less capital invested

Capital invested by funds: $590M → $542M (-$48M)

27% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 45

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
45
Closed
11
Calls
$2.6M
Puts
$1.49M
Net Calls
+$1.12M
Net Calls Change
+$944K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
101
Macquarie Group
Australia
$15K
SWM
102
Spire Wealth Management
Virginia
$12K +$166 +8 +1%
GRP
103
Global Retirement Partners
California
$11K
EVM
104
Eaton Vance Management
Massachusetts
$8K +$2.46K +118 +42%
JMF
105
Johnson Midwest Financial
Iowa
$8K +$8.32K +400 New
TWA
106
TCI Wealth Advisors
Arizona
$6K
QCG
107
Quadrant Capital Group
Ohio
$6K +$1.17K +56 +25%
LC
108
Lindbrook Capital
California
$5K
BCA
109
Berman Capital Advisors
Georgia
$4K +$21 +1 +0.4%
WQ
110
Wealth Quarterback
New Jersey
$4K +$3.29K +158 New
PI
111
PEAK6 Investments
Illinois
$4K +$4.02K +193 New
COCM
112
Charter Oak Capital Management
New Hampshire
$4K +$4.16K +200 New
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$3K
TFO
114
Tarbox Family Office
California
$3K
GWS
115
Glassman Wealth Services
Virginia
$2K
APA
116
American Portfolios Advisors
New York
$1.87K
TAM
117
Tucker Asset Management
Colorado
$1.24K
VCM
118
Versant Capital Management
Arizona
$1K -$520 -25 -38%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$1K +$645 +31 New
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$112 +$114K +5,500 New
AIG
121
American International Group
New York
$12 +$645 +31 +5%
Victory Capital Management
122
Victory Capital Management
Texas
-$7.9M -387,800 Closed
AIMCA
123
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$3.15M -154,500 Closed
CGL
124
Clarius Group LLC
Washington
-$18.7M -120,738 Closed
California Public Employees Retirement System
125
California Public Employees Retirement System
California
-$2.04M -100,000 Closed

TFSL Hedge Fund Activity: Q2 2021 in Review

123 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2021, worth a combined $542M — down 8.1% from $590M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TFSL positions and 11 closed out — a net gain of 2 holders — while 33 added to existing stakes and 45 trimmed.

The largest buyer was State Street, adding an estimated $3.04M. The largest seller was Clarius Group LLC, exiting entirely with an estimated $18.7M sold.

  • 123 institutional investors held TFS Financial (TFSL) as of Q2 2021, up from 121 in Q1 2021.
  • Funds reported $542M of TFS Financial stock for Q2 2021, down 8.1% quarter-over-quarter.
  • 13 funds opened new TFS Financial positions in Q2 2021 and 11 closed out, a net change of +2 holders.
  • The largest TFS Financial buyer in Q2 2021 was State Street, an estimated $3.04M added.
  • The largest TFS Financial seller in Q2 2021 was Clarius Group LLC, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2021.