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TFS Financial

147 hedge funds and large institutions have $337M invested in TFS Financial in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

6% more capital invested

Capital invested by funds: $318M → $337M (+$18.6M)

1% more funds holding

Funds holding: 146147 (+1)

0.14% more ownership

Funds ownership: 8.73%8.88% (+0.14%)

52% less call options, than puts

Call options by funds: $220K | Put options by funds: $456K

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
61
Reduced
42
Closed
21
Calls
$220K
Puts
$456K
Net Calls
-$236K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
101
Barclays
United Kingdom
$45.5K -$17.3K -1,263 -29%
GRP
102
Global Retirement Partners
California
$43.6K +$29.3K +2,146 +244%
Citigroup
103
Citigroup
New York
$40.3K -$7.05K -516 -16%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$33K -$32.7K -2,393 -51%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$25.2K +$23.5K +1,719 +5,545%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$25.2K -$52.6K -3,851 -69%
BAM
107
Baldrige Asset Management
Pennsylvania
$24K +$4.96K +363 +29%
Dimensional Fund Advisors
108
Dimensional Fund Advisors
Texas
$21.7K +$549K +40,173 +3%
CWM
109
Compass Wealth Management
Connecticut
$20.2K +$19.1K +1,400 New
RBC
110
Romano Brothers & Co
Illinois
$18.7K +$17.8K +1,300 New
IA
111
IFP Advisors
Florida
$18K -$9.85K -721 -47%
AA
112
Ancora Advisors
Ohio
$18K +$6.83K +500 +66%
BBHC
113
Brown Brothers Harriman & Co
New York
$14.9K
MIM
114
MetLife Investment Management
New Jersey
$14.9K +$68 +5 +0.5%
SOW
115
State of Wyoming
Wyoming
$14.4K +$13.7K +1,002 New
RTC
116
Riverview Trust Company
Washington
$14K +$13.2K +965 New
CSB
117
City State Bank
Iowa
$12K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$11.3K -$752 -55 -7%
PMEF
119
Point72 Middle East FZE
United Arab Emirates
$11.1K +$10.5K +771 New
TRCT
120
Tower Research Capital (TRC)
New York
$11K -$58K -4,242 -85%
QCG
121
Quadrant Capital Group
Ohio
$10K -$5.93K -434 -38%
SWM
122
Spire Wealth Management
Virginia
$10K +$191 +14 +2%
FFA
123
Farther Finance Advisors
California
$9.6K +$9.1K +666 New
AIG
124
American International Group
New York
$7.42K -$137 -10 -2%
CT
125
Caldwell Trust
Florida
$7.21K

TFSL Hedge Fund Activity: Q4 2022 in Review

147 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2022, worth a combined $337M — up 5.8% from $318M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TFSL positions and 21 closed out — a net gain of 4 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.52M. The largest seller was Renaissance Technologies, cutting an estimated $3.25M.

  • 147 institutional investors held TFS Financial (TFSL) as of Q4 2022, up from 146 in Q3 2022.
  • Funds reported $337M of TFS Financial stock for Q4 2022, up 5.8% quarter-over-quarter.
  • 25 funds opened new TFS Financial positions in Q4 2022 and 21 closed out, a net change of +4 holders.
  • The largest TFS Financial buyer in Q4 2022 was Vanguard Group, an estimated $4.52M added.
  • The largest TFS Financial seller in Q4 2022 was Renaissance Technologies, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2022.