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TFS Financial

146 hedge funds and large institutions have $318M invested in TFS Financial in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

4% more funds holding

Funds holding: 141146 (+5)

0.18% less ownership

Funds ownership: 8.91%8.73% (-0.18%)

7% less capital invested

Capital invested by funds: $343M → $318M (-$24.9M)

74% less call options, than puts

Call options by funds: $215K | Put options by funds: $816K

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
60
Reduced
40
Closed
17
Calls
$215K
Puts
$816K
Net Calls
-$601K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$9K +$198 +14 +2%
QC
127
Quent Capital
New York
$8K +$71 +5 +0.8%
PTC
128
Private Trust Company
Ohio
$7K
AIG
129
American International Group
New York
$7K +$14 +1 +0.2%
AF
130
Allworth Financial
California
$7K +$2.79K +197 +62%
CT
131
Caldwell Trust
Florida
$6.5K
Loomis, Sayles & Company
132
Loomis, Sayles & Company
Massachusetts
$4K +$1.76K +124 +69%
CFGS
133
Concourse Financial Group Securities
Alabama
$4K +$4.04K +285 New
MPWT
134
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.31K +163 New
TSWM
135
Tyler-Stone Wealth Management
Ohio
$1K
WFA
136
West Financial Advisors
Iowa
$1K +$28 +2 +2%
SC
137
Schubert & Co
Texas
$1K +$425 +30 +61%
AAP
138
Arax Advisory Partners
Colorado
$1K +$595 +42 New
EI
139
Ellevest Inc
New York
$1K +$652 +46 New
JWA
140
JFS Wealth Advisors
Pennsylvania
$1K +$780 +55 +149%
CIAS
141
CFS Investment Advisory Services
New Jersey
$1K +$158K +11,115 New
TAM
142
Tucker Asset Management
Colorado
$857
ECP
143
Empyrean Capital Partners
California
-$7.95M -579,000 Closed
GTCM
144
Gyon Technologies Capital Management
New Jersey
-$426K -31,028 Closed
OQS
145
Occudo Quantitative Strategies
Florida
-$402K -29,276 Closed
SV
146
Stilwell Value
New York
-$343K -25,000 Closed
Rafferty Asset Management
147
Rafferty Asset Management
New York
-$218K -15,904 Closed
Neuberger Berman Group
148
Neuberger Berman Group
New York
-$191K -13,881 Closed
Victory Capital Management
149
Victory Capital Management
Texas
-$168K -12,230 Closed
QCM
150
Quantinno Capital Management
New York
-$141K -10,301 Closed

TFSL Hedge Fund Activity: Q3 2022 in Review

146 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2022, worth a combined $318M — down 7.2% from $343M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TFSL positions and 17 closed out — a net gain of 6 holders — while 60 added to existing stakes and 40 trimmed.

The largest buyer was Millennium Management, adding an estimated $8.94M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $7.95M sold.

  • 146 institutional investors held TFS Financial (TFSL) as of Q3 2022, up from 141 in Q2 2022.
  • Funds reported $318M of TFS Financial stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 23 funds opened new TFS Financial positions in Q3 2022 and 17 closed out, a net change of +6 holders.
  • The largest TFS Financial buyer in Q3 2022 was Millennium Management, an estimated $8.94M added.
  • The largest TFS Financial seller in Q3 2022 was Empyrean Capital Partners, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2022.