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TFS Financial

142 hedge funds and large institutions have $416M invested in TFS Financial in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 34

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

4% more funds holding

Funds holding: 136142 (+6)

0.11% more ownership

Funds ownership: 8.82%8.93% (+0.11%)

6% less capital invested

Capital invested by funds: $443M → $416M (-$26.3M)

65% less call options, than puts

Call options by funds: $784K | Put options by funds: $2.26M

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
58
Reduced
34
Closed
15
Calls
$784K
Puts
$2.26M
Net Calls
-$1.48M
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$90K +$27.9K +1,621 +44%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$60K +$3.34K +194 +6%
ME
103
McIlrath & Eck
Washington
$59K -$32.6K -1,896 -35%
UBS Group
104
UBS Group
Switzerland
$53K -$1.13M -65,709 -95%
LC
105
Lindbrook Capital
California
$48K +$45.7K +2,654 +1,092%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$43K +$44.5K +2,586 +25,860%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$38K +$3.13K +182 +9%
QCG
108
Quadrant Capital Group
Ohio
$33K +$22.3K +1,295 +182%
IA
109
IFP Advisors
Florida
$29K +$23.7K +1,375 +1,375%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$26K +$8.91K +518 +50%
BBHC
111
Brown Brothers Harriman & Co
New York
$17K
FMP
112
Financial Management Professionals
Texas
$17K +$292 +17 +2%
MIM
113
MetLife Investment Management
New Jersey
$16.3K +$16.9K +984 New
CSB
114
City State Bank
Iowa
$13K
AA
115
Ancora Advisors
Ohio
$12K
SWM
116
Spire Wealth Management
Virginia
$11K +$189 +11 +2%
QC
117
Quent Capital
New York
$10K +$69 +4 +0.6%
APA
118
American Portfolios Advisors
New York
$9.83K +$860 +50 +9%
AIG
119
American International Group
New York
$9K -$241 -14 -3%
C
120
Covestor
United Kingdom
$9K +$3.99K +232 +79%
TWC
121
TD Waterhouse Canada
Ontario, Canada
$8.83K
GRP
122
Global Retirement Partners
California
$8K +$9.2K +535 New
JMF
123
Johnson Midwest Financial
Iowa
$7K
JWM
124
Janiczek Wealth Management
Colorado
$5K -$4.54K -264 -45%
TWA
125
TCI Wealth Advisors
Arizona
$4K

TFSL Hedge Fund Activity: Q1 2022 in Review

142 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2022, worth a combined $416M — down 5.9% from $443M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TFSL positions and 15 closed out — a net gain of 8 holders — while 58 added to existing stakes and 34 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $6.37M. The largest seller was Renaissance Technologies, cutting an estimated $2.42M.

  • 142 institutional investors held TFS Financial (TFSL) as of Q1 2022, up from 136 in Q4 2021.
  • Funds reported $416M of TFS Financial stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 23 funds opened new TFS Financial positions in Q1 2022 and 15 closed out, a net change of +8 holders.
  • The largest TFS Financial buyer in Q1 2022 was AllianceBernstein, an estimated $6.37M added.
  • The largest TFS Financial seller in Q1 2022 was Renaissance Technologies, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2022.