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TFS Financial

161 hedge funds and large institutions have $339M invested in TFS Financial in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $1M | Put options by funds: $290K

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

7% more funds holding

Funds holding: 151161 (+10)

0.2% less ownership

Funds ownership: 9.76%9.56% (-0.2%)

2% less capital invested

Capital invested by funds: $344M → $339M (-$5.51M)

Holders
161
Holders Change
+10
Holders Change %
+6.62%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
59
Reduced
50
Closed
19
Calls
$1M
Puts
$290K
Net Calls
+$712K
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
QT
101
Quantbot Technologies
New York
$118K +$117K +9,333 New
Wells Fargo
102
Wells Fargo
California
$106K -$47.6K -3,780 -31%
AIC
103
Archer Investment Corporation
Indiana
$83K +$428 +34 +0.5%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$78.4K +$15.6K +1,237 +25%
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$70.7K -$187K -14,900 -73%
GRP
106
Global Retirement Partners
California
$66.8K +$1.41K +112 +2%
QCG
107
Quadrant Capital Group
Ohio
$63.3K -$1.08K -86 -2%
RDIA
108
RE Dickinson Investment Advisors
Iowa
$62.7K +$32.8K +2,605 +110%
EC
109
EntryPoint Capital
New York
$55.3K -$58.1K -4,618 -51%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$50K +$4.52K +359 +10%
LC
111
Lindbrook Capital
California
$47.3K +$13K +1,034 +38%
CFD
112
Creative Financial Designs
Indiana
$37.7K +$33.3K +2,648 +779%
AB
113
Amalgamated Bank
New York
$36K
CWM
114
Compass Wealth Management
Connecticut
$30.3K
QC
115
Quent Capital
New York
$29.1K +$3.12K +248 +12%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$28K +$2.64K +210 +10%
ME
117
McIlrath & Eck
Washington
$23.6K
AA
118
Ancora Advisors
Ohio
$19.6K
AF
119
Allworth Financial
California
$19.5K -$126 -10 -0.7%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$19K +$3.96K +315 +26%
NMM
121
Naples Money Management
Florida
$18.7K
Group One Trading
122
Group One Trading
Illinois
$17.7K +$17.6K +1,400 New
Simplex Trading
123
Simplex Trading
Illinois
$17K +$17.2K +1,370 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$15.9K +$15.8K +1,258 New
Russell Investments Group
125
Russell Investments Group
United Kingdom
$14.1K +$11.8K +936 +514%

TFSL Hedge Fund Activity: Q2 2024 in Review

161 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2024, worth a combined $339M — down 1.6% from $344M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TFSL positions and 19 closed out — a net gain of 11 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.54M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $11.7M sold.

  • 161 institutional investors held TFS Financial (TFSL) as of Q2 2024, up from 151 in Q1 2024.
  • Funds reported $339M of TFS Financial stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 30 funds opened new TFS Financial positions in Q2 2024 and 19 closed out, a net change of +11 holders.
  • The largest TFS Financial buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $1.54M added.
  • The largest TFS Financial seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.