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TFS Financial

147 hedge funds and large institutions have $337M invested in TFS Financial in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

6% more capital invested

Capital invested by funds: $318M → $337M (+$18.6M)

1% more funds holding

Funds holding: 146147 (+1)

0.14% more ownership

Funds ownership: 8.73%8.88% (+0.14%)

52% less call options, than puts

Call options by funds: $220K | Put options by funds: $456K

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
61
Reduced
42
Closed
21
Calls
$220K
Puts
$456K
Net Calls
-$236K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$7K
EI
127
Ellevest Inc
New York
$6.67K +$5.7K +417 +907%
AF
128
Allworth Financial
California
$5.01K -$2.25K -165 -32%
QC
129
Quent Capital
New York
$4.65K -$4.25K -311 -49%
PFBT
130
Parkside Financial Bank & Trust
Missouri
$4.29K +$4.07K +298 New
CFGS
131
Concourse Financial Group Securities
Alabama
$4.11K
JWM
132
Janiczek Wealth Management
Colorado
$3.97K +$3.63K +266 New
CP
133
Castleview Partners
Texas
$3.73K +$3.54K +259 New
TWP
134
TFO Wealth Partners
Ohio
$2.2K +$916 +67 New
LC
135
Lindbrook Capital
California
$1.84K +$1.26K +92 +256%
JWA
136
JFS Wealth Advisors
Pennsylvania
$1.3K -$27 -2 -2%
TSWM
137
Tyler-Stone Wealth Management
Ohio
$1K
CAL
138
Capital Advisors Ltd
Ohio
$1K +$902 +66 New
TAM
139
Tucker Asset Management
Colorado
$888
GWS
140
Glassman Wealth Services
Virginia
$879 +$834 +61 New
SC
141
Schubert & Co
Texas
$807 -$314 -23 -29%
AAP
142
Arax Advisory Partners
Colorado
$605
SIC
143
SJS Investment Consulting
Ohio
$418 +$164 +12 +71%
AF
144
Advisornet Financial
Minnesota
$418 +$396 +29 New
DI
145
Disciplined Investments
Oklahoma
$288 -$14 -1 -5%
TWA
146
TCI Wealth Advisors
Arizona
$101 -$27 -2 -22%
Arrowstreet Capital
147
Arrowstreet Capital
Massachusetts
-$1.46M -112,358 Closed
HF
148
HRT Financial
New York
-$305K -23,532 Closed
AIM
149
Aigen Investment Management
New York
-$275K -21,151 Closed
DTL
150
Dynamic Technology Lab
Singapore
-$268K -20,599 Closed

TFSL Hedge Fund Activity: Q4 2022 in Review

147 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2022, worth a combined $337M — up 5.8% from $318M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TFSL positions and 21 closed out — a net gain of 4 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.52M. The largest seller was Renaissance Technologies, cutting an estimated $3.25M.

  • 147 institutional investors held TFS Financial (TFSL) as of Q4 2022, up from 146 in Q3 2022.
  • Funds reported $337M of TFS Financial stock for Q4 2022, up 5.8% quarter-over-quarter.
  • 25 funds opened new TFS Financial positions in Q4 2022 and 21 closed out, a net change of +4 holders.
  • The largest TFS Financial buyer in Q4 2022 was Vanguard Group, an estimated $4.52M added.
  • The largest TFS Financial seller in Q4 2022 was Renaissance Technologies, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2022.