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TFS Financial
TFSL

136 hedge funds and large institutions have $443M invested in TFS Financial in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

13% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $1.86M

7% more funds holding

Funds holding: 127 → 136 (+9)

0.18% less ownership

Funds ownership: 9% → 8.82% (-0.18%)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

8% less capital invested

Capital invested by funds: $482M → $443M (-$39.1M)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
41
Reduced
42
Closed
17
Calls
$2.11M
Puts
$1.86M
Net Calls
+$244K
Net Calls Change
-$2.86M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$2.04M
2
GCP
GSA Capital Partners
United Kingdom
+$1.46M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.13M
4
N
Nuveen
North Carolina
+$1.08M
5
Millennium Management
Millennium Management
New York
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.93M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.38M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.96M
4
SV
Stilwell Value
New York
-$1.91M
5
PPA
Parametric Portfolio Associates
Washington
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
101
Simplex Trading
Illinois
$19K +$21.1K +1,104 New
FMP
102
Financial Management Professionals
Texas
$18K +$19.4K +1,016 New
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$17.5K +$38 +2 +0.2%
CSB
104
City State Bank
Iowa
$14K +$15.3K +800 New
AA
105
Ancora Advisors
Ohio
$13K – – –
Macquarie Group
106
Macquarie Group
Australia
$13K – – –
QCG
107
Quadrant Capital Group
Ohio
$13K +$7.28K +382 +115%
SWM
108
Spire Wealth Management
Virginia
$11K +$172 +9 +1%
QC
109
Quent Capital
New York
$11K +$11.8K +618 New
JWM
110
Janiczek Wealth Management
Colorado
$10K -$3.49K -183 -24%
APA
111
American Portfolios Advisors
New York
$9.69K +$8.58K +450 +489%
TWC
112
TD Waterhouse Canada
Ontario, Canada
$9.64K +$10.1K +530 New
AIG
113
American International Group
New York
$9K -$362 -19 -3%
EVM
114
Eaton Vance Management
Massachusetts
$7K – – –
JMF
115
Johnson Midwest Financial
Iowa
$7K – – –
TWA
116
TCI Wealth Advisors
Arizona
$5K – – –
C
117
Covestor
United Kingdom
$5K +$5.59K +293 New
JRFS
118
James Reed Financial Services
Ohio
$5K +$5.72K +300 New
COCM
119
Charter Oak Capital Management
New Hampshire
$4K – – –
LC
120
Lindbrook Capital
California
$4K – – –
EBA
121
Eagle Bay Advisors
New York
$2K -$2.63K -138 -50%
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$2K -$57 -3 -2%
GWS
123
Glassman Wealth Services
Virginia
$2K – – –
TFO
124
Tarbox Family Office
California
$2K – – –
IA
125
IFP Advisors
Florida
$2K +$1.32K +69 +223%
3 4
5
6 7

TFSL Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2021, worth a combined $443M — down 8.1% from $482M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFSL positions and 17 closed out — a net gain of 11 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.04M. The largest seller was BlackRock, cutting an estimated $5.93M.

  • 136 institutional investors held TFS Financial (TFSL) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $443M of TFS Financial stock for Q4 2021, down 8.1% quarter-over-quarter.
  • 28 funds opened new TFS Financial positions in Q4 2021 and 17 closed out, a net change of +11 holders.
  • The largest TFS Financial buyer in Q4 2021 was Citadel Advisors, an estimated $2.04M added.
  • The largest TFS Financial seller in Q4 2021 was BlackRock, an estimated $5.93M sold.

Based on aggregated 13F filings for Q4 2021.