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TFS Financial
TFSL

Overview Fund Activity

142 hedge funds and large institutions have $338M invested in TFS Financial in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
58
Reduced
43
Closed
24
Calls
$603K
Puts
$699K
Net Calls
-$96K
Net Calls Change
+$248K

Top Buyers

1
CRM
1
Cramer Rosenthal McGlynn
Connecticut
$17.8M
2
BlackRock
2
BlackRock
New York
$42.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.2M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.69M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.27M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$49.2M
2
MAM
2
Martingale Asset Management
Massachusetts
$0
3
Fidelity International
3
Fidelity International
Bermuda
$1.15M
4
Morgan Stanley
4
Morgan Stanley
New York
$6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
126
Glassman Wealth Services
Virginia
$6.07K +$5.3K +422 +692%
CAL
127
Capital Advisors Ltd
Ohio
$6K +$1.73K +138 +40%
QC
128
Quent Capital
New York
$5.66K +$75 +6 +1%
AIG
129
American International Group
New York
$5.61K -$729 -58 -12%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$5.34K +$5.34K +425 New
Simplex Trading
131
Simplex Trading
Illinois
$5K -$60.1K -5,519 -92%
HNB
132
Huntington National Bank
Ohio
$4.45K +$4.45K +354 New
JWM
133
Janiczek Wealth Management
Colorado
$3.55K -$2.67K -212 -43%
CP
134
Castleview Partners
Texas
$3.4K +$63 +5 +2%
TSWM
135
Tyler-Stone Wealth Management
Ohio
$1K +$1K +100 New
TAM
136
Tucker Asset Management
Colorado
$895 +$126 +10 +16%
JWA
137
JFS Wealth Advisors
Pennsylvania
$717 – – –
BAAM
138
Baker Avenue Asset Management
California
$679 -$88 -7 -11%
SIC
139
SJS Investment Consulting
Ohio
$378 +$38 +3 +11%
DI
140
Disciplined Investments
Oklahoma
$314 +$50 +4 +19%
EWA
141
EverSource Wealth Advisors
Alabama
$314 +$314 +25 New
TWP
142
TFO Wealth Partners
Ohio
$13 – – –
MAM
143
Martingale Asset Management
Massachusetts
– -$1.58M -125,408 Closed
Robeco Institutional Asset Management
144
Robeco Institutional Asset Management
Netherlands
– -$1.07M -84,661 Closed
ECM
145
ExodusPoint Capital Management
New York
– -$670K -53,023 Closed
CA
146
Cetera Advisors
Colorado
– -$584K -46,232 Closed
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
– -$508K -40,200 Closed
ACM
148
Acrisure Capital Management
Texas
– -$453K -35,877 Closed
SEI Investments
149
SEI Investments
Pennsylvania
– -$320K -25,323 Closed
BP
150
Ballentine Partners
Massachusetts
– -$226K -17,915 Closed
3 4 5
6
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