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TFS Financial

139 hedge funds and large institutions have $315M invested in TFS Financial in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $731K | Put options by funds: $324K

0.09% less ownership

Funds ownership: 9.58%9.49% (-0.09%)

8% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 52

2% less funds holding

Funds holding: 142139 (-3)

7% less capital invested

Capital invested by funds: $338M → $315M (-$23.1M)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
48
Reduced
52
Closed
16
Calls
$731K
Puts
$324K
Net Calls
+$407K
Net Calls Change
+$503K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$96K -$1.69K -126 -2%
AB
102
Amalgamated Bank
New York
$92K
Citigroup
103
Citigroup
New York
$88.2K -$63.5K -4,741 -39%
AIC
104
Archer Investment Corporation
Indiana
$74.1K +$1.94K +145 +2%
GRP
105
Global Retirement Partners
California
$56.3K -$1.73K -129 -3%
CI Investments Inc
106
CI Investments Inc
Ontario, Canada
$52K -$415 -31 -0.7%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$50K +$2.69K +201 +5%
CWM
108
Compass Wealth Management
Connecticut
$28.4K
PMEF
109
Point72 Middle East FZE
United Arab Emirates
$22.7K +$25.7K +1,917 New
ME
110
McIlrath & Eck
Washington
$22.1K -$13.3K -996 -35%
LC
111
Lindbrook Capital
California
$17.6K +$6.58K +491 +49%
Simplex Trading
112
Simplex Trading
Illinois
$17K +$13.7K +1,020 +222%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$15.9K +$898 +67 +5%
PI
114
PEAK6 Investments
Illinois
$15.6K +$17.7K +1,320 New
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$15.3K -$527K -39,360 -97%
AA
116
Ancora Advisors
Ohio
$12.4K -$2.68K -200 -16%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$12K -$7.49K -559 -36%
MIM
118
MetLife Investment Management
New Jersey
$11.7K +$27 +2 +0.2%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$10.8K -$23.7K -1,766 -66%
CSB
120
City State Bank
Iowa
$9K
SWM
121
Spire Wealth Management
Virginia
$8.68K +$228 +17 +2%
QC
122
Quent Capital
New York
$7.39K +$2.34K +175 +39%
AF
123
Allworth Financial
California
$7.02K +$241 +18 +3%
PTC
124
Private Trust Company
Ohio
$5.93K
Comerica Bank
125
Comerica Bank
Texas
$5.85K +$6.63K +495 New

TFSL Hedge Fund Activity: Q3 2023 in Review

139 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2023, worth a combined $315M — down 6.9% from $338M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TFSL and 13 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 48 added.

The largest buyer was Clearstead Advisors, adding an estimated $3.5M. The largest seller was Citadel Advisors, cutting an estimated $3.67M.

  • 139 institutional investors held TFS Financial (TFSL) as of Q3 2023, down from 142 in Q2 2023.
  • Funds reported $315M of TFS Financial stock for Q3 2023, down 6.9% quarter-over-quarter.
  • 13 funds opened new TFS Financial positions in Q3 2023 and 16 closed out, a net change of -3 holders.
  • The largest TFS Financial buyer in Q3 2023 was Clearstead Advisors, an estimated $3.5M added.
  • The largest TFS Financial seller in Q3 2023 was Citadel Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2023.