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TFS Financial
TFSL

139 hedge funds and large institutions have $315M invested in TFS Financial in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $731K | Put options by funds: $324K

0.09% less ownership

Funds ownership: 9.58% → 9.49% (-0.09%)

8% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 52

2% less funds holding

Funds holding: 142 → 139 (-3)

7% less capital invested

Capital invested by funds: $338M → $315M (-$23.1M)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
48
Reduced
52
Closed
16
Calls
$731K
Puts
$324K
Net Calls
+$407K
Net Calls Change
+$503K

Top Buyers

1
CA
Clearstead Advisors
Ohio
+$3.5M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.52M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
+$1.05M
4
Northern Trust
Northern Trust
Illinois
+$900K
5
CSS
Cubist Systematic Strategies
Connecticut
+$777K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.67M
2
Norges Bank
Norges Bank
Norway
-$2.01M
3
BlackRock
BlackRock
New York
-$1.76M
4
SSA
Schonfeld Strategic Advisors
New York
-$1.69M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
126
Glassman Wealth Services
Virginia
$5.71K – – –
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$5.02K – – –
AIG
128
American International Group
New York
$4.99K -$322 -24 -5%
HNB
129
Huntington National Bank
Ohio
$4.18K – – –
JWM
130
Janiczek Wealth Management
Colorado
$3.33K – – –
CAL
131
Capital Advisors Ltd
Ohio
$2K -$3.72K -278 -58%
FAM
132
Flaharty Asset Management
Florida
$1.18K +$1.34K +100 New
TSWM
133
Tyler-Stone Wealth Management
Ohio
$1K – – –
SFG
134
Steward Financial Group
Texas
$1K +$1.45K +108 New
JWA
135
JFS Wealth Advisors
Pennsylvania
$958 +$322 +24 +42%
TAM
136
Tucker Asset Management
Colorado
$842 – – –
SIC
137
SJS Investment Consulting
Ohio
$308 -$54 -4 -13%
EWA
138
EverSource Wealth Advisors
Alabama
$296 – – –
TWP
139
TFO Wealth Partners
Ohio
$13 – – –
SSA
140
Schonfeld Strategic Advisors
New York
– -$1.69M -134,627 Closed
Fidelity International
141
Fidelity International
Bermuda
– -$1.15M -91,402 Closed
EMFAT
142
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$653K -51,960 Closed
HF
143
HRT Financial
New York
– -$285K -22,715 Closed
Millennium Management
144
Millennium Management
New York
– -$250K -19,867 Closed
GCP
145
GSA Capital Partners
United Kingdom
– -$218K -17,366 Closed
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
– -$201K -16,000 Closed
Verition Fund Management
147
Verition Fund Management
Connecticut
– -$194K -15,450 Closed
JF
148
Jump Financial
Illinois
– -$158K -12,600 Closed
E
149
Ergoteles
New York
– -$150K -11,915 Closed
Ameriprise
150
Ameriprise
Minnesota
– -$133K -10,548 Closed
3 4 5
6
7

TFSL Hedge Fund Activity: Q3 2023 in Review

139 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2023, worth a combined $315M — down 6.9% from $338M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TFSL and 13 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 48 added.

The largest buyer was Clearstead Advisors, adding an estimated $3.5M. The largest seller was Citadel Advisors, cutting an estimated $3.67M.

  • 139 institutional investors held TFS Financial (TFSL) as of Q3 2023, down from 142 in Q2 2023.
  • Funds reported $315M of TFS Financial stock for Q3 2023, down 6.9% quarter-over-quarter.
  • 13 funds opened new TFS Financial positions in Q3 2023 and 16 closed out, a net change of -3 holders.
  • The largest TFS Financial buyer in Q3 2023 was Clearstead Advisors, an estimated $3.5M added.
  • The largest TFS Financial seller in Q3 2023 was Citadel Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2023.