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TFS Financial

151 hedge funds and large institutions have $344M invested in TFS Financial in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $246K

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

4% more funds holding

Funds holding: 145151 (+6)

0.2% less ownership

Funds ownership: 9.96%9.76% (-0.2%)

16% less capital invested

Capital invested by funds: $410M → $344M (-$66M)

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
52
Reduced
40
Closed
17
Calls
$1.24M
Puts
$246K
Net Calls
+$998K
Net Calls Change
+$993K
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
101
Campbell & Co Investment Adviser
Maryland
$130K +$137K +10,321 New
SFA
102
Sequoia Financial Advisors
Ohio
$126K +$133K +10,021 New
PCC
103
Park Circle Company
Maryland
$124K
EC
104
EntryPoint Capital
New York
$113K +$119K +9,001 New
AIC
105
Archer Investment Corporation
Indiana
$82.2K +$1.91K +144 +2%
GRP
106
Global Retirement Partners
California
$65.1K +$1.95K +147 +3%
QCG
107
Quadrant Capital Group
Ohio
$64K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$62.5K +$22.8K +1,721 +53%
NC
109
nVerses Capital
Florida
$54K +$56.9K +4,300 New
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$45K +$1.3K +98 +3%
AB
111
Amalgamated Bank
New York
$36K -$58.5K -4,423 -61%
LC
112
Lindbrook Capital
California
$34K +$9.45K +714 +36%
CWM
113
Compass Wealth Management
Connecticut
$30.1K
RDIA
114
RE Dickinson Investment Advisors
Iowa
$30K +$31.3K +2,363 New
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$29.2K +$12.1K +917 +65%
QC
116
Quent Capital
New York
$25.9K +$93 +7 +0.3%
Allspring Global Investments
117
Allspring Global Investments
North Carolina
$25.2K +$22.7K +1,715 +585%
ME
118
McIlrath & Eck
Washington
$23.4K
AA
119
Ancora Advisors
Ohio
$19.5K
NMM
120
Naples Money Management
Florida
$18.8K
AF
121
Allworth Financial
California
$18.2K -$913 -69 -5%
PI
122
PEAK6 Investments
Illinois
$17.5K +$18.4K +1,392 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$16.9K -$7K -529 -28%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$15K +$437 +33 +3%
FIM
125
Fernwood Investment Management
Massachusetts
$13.2K +$13.9K +1,050 New

TFSL Hedge Fund Activity: Q1 2024 in Review

151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2024, worth a combined $344M — down 16% from $410M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TFSL positions and 17 closed out — a net gain of 6 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.83M. The largest seller was Morgan Stanley, cutting an estimated $4.87M.

  • 151 institutional investors held TFS Financial (TFSL) as of Q1 2024, up from 145 in Q4 2023.
  • Funds reported $344M of TFS Financial stock for Q1 2024, down 16% quarter-over-quarter.
  • 23 funds opened new TFS Financial positions in Q1 2024 and 17 closed out, a net change of +6 holders.
  • The largest TFS Financial buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $1.83M added.
  • The largest TFS Financial seller in Q1 2024 was Morgan Stanley, an estimated $4.87M sold.

Based on aggregated 13F filings for Q1 2024.