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TFS Financial

136 hedge funds and large institutions have $443M invested in TFS Financial in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

13% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $1.86M

7% more funds holding

Funds holding: 127136 (+9)

0.18% less ownership

Funds ownership: 9%8.82% (-0.18%)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

8% less capital invested

Capital invested by funds: $482M → $443M (-$39.1M)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
41
Reduced
42
Closed
17
Calls
$2.11M
Puts
$1.86M
Net Calls
+$244K
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
126
Tyler-Stone Wealth Management
Ohio
$2K +$1.91K +100 New
TAM
127
Tucker Asset Management
Colorado
$1.09K
BIA
128
Bell Investment Advisors
California
$1K -$477 -25 -24%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$1K
JWA
130
JFS Wealth Advisors
Pennsylvania
$1K +$553 +29 New
AF
131
Advisornet Financial
Minnesota
$1K +$1.01K +53 New
BBHC
132
Brown Brothers Harriman & Co
New York
$18 +$19.7K +1,035 New
SV
133
Stilwell Value
New York
-$1.91M -100,000 Closed
Nomura Holdings
134
Nomura Holdings
Japan
-$673K -34,500 Closed
Fidelity Investments
135
Fidelity Investments
Massachusetts
-$610K -31,997 -100%
WG
136
Winton Group
United Kingdom
-$326K -17,115 Closed
VPIM
137
Vanguard Personalized Indexing Management
California
-$256K -13,446 Closed
LC
138
LCNB Corp
Ohio
-$248K -13,000 Closed
HF
139
HRT Financial
New York
-$232K -12,178 Closed
MAM
140
Meeder Asset Management
Ohio
-$145K -7,597 Closed
AAM
141
Advisors Asset Management
Colorado
-$87K -4,550 Closed
TCWM
142
Total Clarity Wealth Management
Illinois
-$51K -2,684 Closed
HI
143
Harbour Investments
Wisconsin
-$24K -1,240 Closed
Loomis, Sayles & Company
144
Loomis, Sayles & Company
Massachusetts
-$17K -903 Closed
Group One Trading
145
Group One Trading
Illinois
-$17.2K -900 Closed
Deutsche Bank
146
Deutsche Bank
Germany
-$13K -676 Closed
GRP
147
Global Retirement Partners
California
-$10K -535 Closed
Walleye Trading
148
Walleye Trading
New York
-$9K -448 Closed
GKWIM
149
Gerber Kawasaki Wealth & Investment Management
California
-$5K -295 Closed
CAL
150
Capital Advisors Ltd
Ohio
+$229 +12 New

TFSL Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2021, worth a combined $443M — down 8.1% from $482M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFSL positions and 17 closed out — a net gain of 11 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.04M. The largest seller was BlackRock, cutting an estimated $5.93M.

  • 136 institutional investors held TFS Financial (TFSL) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $443M of TFS Financial stock for Q4 2021, down 8.1% quarter-over-quarter.
  • 28 funds opened new TFS Financial positions in Q4 2021 and 17 closed out, a net change of +11 holders.
  • The largest TFS Financial buyer in Q4 2021 was Citadel Advisors, an estimated $2.04M added.
  • The largest TFS Financial seller in Q4 2021 was BlackRock, an estimated $5.93M sold.

Based on aggregated 13F filings for Q4 2021.