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TFS Financial

141 hedge funds and large institutions have $343M invested in TFS Financial in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

0.02% less ownership

Funds ownership: 8.93%8.91% (-0.02%)

1% less funds holding

Funds holding: 142141 (-1)

18% less capital invested

Capital invested by funds: $416M → $343M (-$73M)

49% less call options, than puts

Call options by funds: $635K | Put options by funds: $1.24M

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
49
Reduced
45
Closed
19
Calls
$635K
Puts
$1.24M
Net Calls
-$605K
Net Calls Change
+$872K
Name Holding Trade Value Shares
Change
Change in
Stake
ME
101
McIlrath & Eck
Washington
$49K
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$44K -$46.1K -3,134 -49%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$30K -$1.62K -110 -5%
IA
104
IFP Advisors
Florida
$29K
QCG
105
Quadrant Capital Group
Ohio
$20K -$8.52K -579 -29%
BAM
106
Baldrige Asset Management
Pennsylvania
$17K +$18.7K +1,270 New
TRCT
107
Tower Research Capital (TRC)
New York
$15K -$95.3K -6,475 -86%
MIM
108
MetLife Investment Management
New Jersey
$14.5K +$1.03K +70 +7%
BBHC
109
Brown Brothers Harriman & Co
New York
$14K
APA
110
American Portfolios Advisors
New York
$12.2K +$4.41K +300 +51%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$12K -$10.3K -702 -45%
CSB
112
City State Bank
Iowa
$11K
AA
113
Ancora Advisors
Ohio
$10K
Macquarie Group
114
Macquarie Group
Australia
$10K
QC
115
Quent Capital
New York
$9K +$88 +6 +1%
SWM
116
Spire Wealth Management
Virginia
$9K +$206 +14 +2%
PI
117
PEAK6 Investments
Illinois
$7K -$181K -12,289 -96%
C
118
Covestor
United Kingdom
$7K
GRP
119
Global Retirement Partners
California
$7K
AIG
120
American International Group
New York
$7K +$132 +9 +2%
PTC
121
Private Trust Company
Ohio
$7K +$7.39K +502 New
CT
122
Caldwell Trust
Florida
$6.87K +$7.36K +500 New
JMF
123
Johnson Midwest Financial
Iowa
$5K
LC
124
Lindbrook Capital
California
$4K -$38.1K -2,587 -89%
TWA
125
TCI Wealth Advisors
Arizona
$4K

TFSL Hedge Fund Activity: Q2 2022 in Review

141 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2022, worth a combined $343M — down 18% from $416M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TFSL positions and 19 closed out — a net gain of 2 holders — while 49 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.37M. The largest seller was Empyrean Capital Partners, cutting an estimated $14.4M.

  • 141 institutional investors held TFS Financial (TFSL) as of Q2 2022, down from 142 in Q1 2022.
  • Funds reported $343M of TFS Financial stock for Q2 2022, down 18% quarter-over-quarter.
  • 21 funds opened new TFS Financial positions in Q2 2022 and 19 closed out, a net change of +2 holders.
  • The largest TFS Financial buyer in Q2 2022 was Morgan Stanley, an estimated $5.37M added.
  • The largest TFS Financial seller in Q2 2022 was Empyrean Capital Partners, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2022.