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TFS Financial
TFSL

Overview Fund Activity

142 hedge funds and large institutions have $338M invested in TFS Financial in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 24 closing their positions.

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% 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
43
Closed
24
Calls
$603K
Puts
$699K
Net Calls
-$96K
Net Calls Change
+$248K

Top Buyers

1
CRM
1
Cramer Rosenthal McGlynn
Connecticut
$17.8M
2
BlackRock
2
BlackRock
New York
$42.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.2M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.69M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.27M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$49.2M
2
MAM
2
Martingale Asset Management
Massachusetts
$0
3
Fidelity International
3
Fidelity International
Bermuda
$1.15M
4
Morgan Stanley
4
Morgan Stanley
New York
$6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
101
Perigon Wealth Management
California
$133K -$33.7K -2,678 -20%
Ameriprise
102
Ameriprise
Minnesota
$133K -$32.9K -2,618 -20%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$130K +$36.6K +2,911 +39%
PCC
104
Park Circle Company
Maryland
$125K – – –
QCG
105
Quadrant Capital Group
Ohio
$104K +$46.4K +3,691 +81%
AB
106
Amalgamated Bank
New York
$98K -$3.82K -303 -4%
AIC
107
Archer Investment Corporation
Indiana
$77K +$75.7K +6,022 +5,904%
GRP
108
Global Retirement Partners
California
$62.9K +$2.16K +172 +4%
CI Investments Inc
109
CI Investments Inc
Ontario, Canada
$56K -$2.07K -165 -4%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$50K -$18.1K -1,448 -27%
ME
111
McIlrath & Eck
Washington
$36K -$16.6K -1,319 -32%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$33.6K +$23.4K +1,861 +228%
CWM
113
Compass Wealth Management
Connecticut
$30.2K +$12.6K +1,000 +71%
TRCT
114
Tower Research Capital (TRC)
New York
$29K -$79.3K -6,310 -73%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$20K +$2.88K +225 +17%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$16K -$715K -56,883 -98%
AA
117
Ancora Advisors
Ohio
$15.8K – – –
LC
118
Lindbrook Capital
California
$12.5K +$5.68K +452 +83%
MIM
119
MetLife Investment Management
New Jersey
$12.5K -$578 -46 -4%
CSB
120
City State Bank
Iowa
$10K – – –
SWM
121
Spire Wealth Management
Virginia
$9.02K +$189 +15 +2%
AF
122
Allworth Financial
California
$7.24K +$3.16K +251 +77%
IA
123
IFP Advisors
Florida
$6.45K +$25 +2 +0.4%
PTC
124
Private Trust Company
Ohio
$6.31K – – –
BWS
125
Buck Wealth Strategies
Colorado
$6.29K +$6.29K +500 New
3 4
5
6 7