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TFS Financial

141 hedge funds and large institutions have $343M invested in TFS Financial in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

0.02% less ownership

Funds ownership: 8.93%8.91% (-0.02%)

1% less funds holding

Funds holding: 142141 (-1)

18% less capital invested

Capital invested by funds: $416M → $343M (-$73M)

49% less call options, than puts

Call options by funds: $635K | Put options by funds: $1.24M

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
49
Reduced
45
Closed
19
Calls
$635K
Puts
$1.24M
Net Calls
-$605K
Net Calls Change
+$872K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$4K +$4.65K +316 New
COCM
127
Charter Oak Capital Management
New Hampshire
$3K
Loomis, Sayles & Company
128
Loomis, Sayles & Company
Massachusetts
$2K -$898 -61 -25%
JWA
129
JFS Wealth Advisors
Pennsylvania
$1K -$544 -37 -50%
TSWM
130
Tyler-Stone Wealth Management
Ohio
$1K
PFBT
131
Parkside Financial Bank & Trust
Missouri
$1K +$15 +1 +3%
SC
132
Schubert & Co
Texas
$1K +$441 +30 +158%
MBFW
133
Morton Brown Family Wealth
Pennsylvania
$1K +$603 +41 New
BIA
134
Bell Investment Advisors
California
$1K +$1.18K +80 New
WFA
135
West Financial Advisors
Iowa
$1K +$1.47K +100 New
TAM
136
Tucker Asset Management
Colorado
$838
BRWM
137
B. Riley Wealth Management
Tennessee
$267 +$286K +19,433 New
HH
138
Hilltop Holdings
Texas
-$506K -30,520 Closed
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
-$481K -29,001 Closed
JG
140
Jefferies Group
New York
-$321K -19,335 Closed
CANY
141
Caxton Associates (New York)
New York
-$257K -15,477 Closed
AWS
142
Atria Wealth Solutions
New York
-$249K -15,004 Closed
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
-$193K -11,637 Closed
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
-$194K -11,495 Closed
WFI
145
West Family Investments
California
-$190K -11,432 Closed
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
-$182K -11,021 Closed
RJA
147
Raymond James & Associates
Florida
-$173K -10,444 Closed
Group One Trading
148
Group One Trading
Illinois
-$140K -9,513 Closed
FMP
149
Financial Management Professionals
Texas
-$17K -1,033 Closed
TWC
150
TD Waterhouse Canada
Ontario, Canada
-$8.83K -530 Closed

TFSL Hedge Fund Activity: Q2 2022 in Review

141 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2022, worth a combined $343M — down 18% from $416M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TFSL positions and 19 closed out — a net gain of 2 holders — while 49 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.37M. The largest seller was Empyrean Capital Partners, cutting an estimated $14.4M.

  • 141 institutional investors held TFS Financial (TFSL) as of Q2 2022, down from 142 in Q1 2022.
  • Funds reported $343M of TFS Financial stock for Q2 2022, down 18% quarter-over-quarter.
  • 21 funds opened new TFS Financial positions in Q2 2022 and 19 closed out, a net change of +2 holders.
  • The largest TFS Financial buyer in Q2 2022 was Morgan Stanley, an estimated $5.37M added.
  • The largest TFS Financial seller in Q2 2022 was Empyrean Capital Partners, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2022.