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TFS Financial
TFSL

Overview Fund Activity

146 hedge funds and large institutions have $318M invested in TFS Financial in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
–
Holders Change %
0%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
56
Reduced
47
Closed
19
Calls
$223K
Puts
$567K
Net Calls
-$344K
Net Calls Change
-$108K

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$7.69M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$3.75M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.57M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.91M
5
BlackRock
BlackRock
New York
+$1.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$16.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.13M
3
BA
Bridgewater Associates
Connecticut
-$1.76M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.12M
5
SSA
Schonfeld Strategic Advisors
New York
-$895K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
126
Janiczek Wealth Management
Colorado
$6.24K +$2.88K +228 +86%
QC
127
Quent Capital
New York
$5.61K +$1.54K +122 +38%
AF
128
Allworth Financial
California
$4.11K -$291 -23 -7%
CAL
129
Capital Advisors Ltd
Ohio
$4K +$3.23K +276 +418%
PFBT
130
Parkside Financial Bank & Trust
Missouri
$3.39K -$379 -30 -10%
CP
131
Castleview Partners
Texas
$3.34K +$76 +6 +2%
MPWT
132
MassMutual Private Wealth & Trust
Connecticut
$2.34K +$2.34K +185 New
AIC
133
Archer Investment Corporation
Indiana
$1.29K +$1.29K +102 New
SFG
134
Steward Financial Group
Texas
$1K +$557 +59 +126%
SC
135
Schubert & Co
Texas
$784 +$76 +6 +11%
TAM
136
Tucker Asset Management
Colorado
$770 – – –
GWS
137
Glassman Wealth Services
Virginia
$770 – – –
BAAM
138
Baker Avenue Asset Management
California
$770 +$770 +61 New
JWA
139
JFS Wealth Advisors
Pennsylvania
$720 -$417 -33 -37%
AAP
140
Arax Advisory Partners
Colorado
$531 – – –
SIC
141
SJS Investment Consulting
Ohio
$342 -$25 -2 -7%
DI
142
Disciplined Investments
Oklahoma
$265 +$13 +1 +5%
AF
143
Advisornet Financial
Minnesota
$227 -$139 -11 -38%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$146 +$13 +1,016 +10%
TWA
145
TCI Wealth Advisors
Arizona
$114 +$25 +2 +29%
TWP
146
TFO Wealth Partners
Ohio
$13 -$858 -66 -99%
Millennium Management
147
Millennium Management
New York
– -$16.3M -1,129,937 Closed
BA
148
Bridgewater Associates
Connecticut
– -$1.76M -122,201 Closed
SSA
149
Schonfeld Strategic Advisors
New York
– -$895K -62,127 Closed
Squarepoint
150
Squarepoint
New York
– -$453K -31,448 Closed
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