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TFS Financial

145 hedge funds and large institutions have $410M invested in TFS Financial in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
56
Reduced
45
Closed
16
Calls
$1.39M
Puts
$1.39M
Net Calls
+$5K
Net Calls Change
-$402K
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$10.2K +$2.95K +201 +41%
PTC
127
Private Trust Company
Ohio
$7.37K
AIG
128
American International Group
New York
$6.05K -$147 -10 -2%
JWM
129
Janiczek Wealth Management
Colorado
$5.27K +$1.13K +77 +27%
HNB
130
Huntington National Bank
Ohio
$5.2K
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$4.3K -$1.94K -132 -31%
CAL
132
Capital Advisors Ltd
Ohio
$3K -$544 -31 -15%
Loomis, Sayles & Company
133
Loomis, Sayles & Company
Massachusetts
$3K +$3K +229 New
MPWT
134
MassMutual Private Wealth & Trust
Connecticut
$2.22K +$2.22K +151 New
IA
135
IFP Advisors
Florida
$1.62K +$1.62K +110 New
TSWM
136
Tyler-Stone Wealth Management
Ohio
$1.47K
SIS
137
Sound Income Strategies
Florida
$1.47K +$1.47K +100 New
TAM
138
Tucker Asset Management
Colorado
$1.05K
CI Investments Inc
139
CI Investments Inc
Ontario, Canada
$1K -$53K -4,346 -98%
BTI
140
Blue Trust Inc
Georgia
$1K +$1K +52 New
EWA
141
EverSource Wealth Advisors
Alabama
$822 +$455 +31 +124%
JWA
142
JFS Wealth Advisors
Pennsylvania
$427 -$766 -52 -64%
SIC
143
SJS Investment Consulting
Ohio
$427 +$44 +3 +12%
DPW
144
DiNuzzo Private Wealth
Pennsylvania
$236 +$236 +16 New
TWP
145
TFO Wealth Partners
Ohio
$15
CSS
146
Cubist Systematic Strategies
Connecticut
-$685K -57,969 Closed
ECM
147
Evergreen Capital Management
Washington
-$260K -21,959 Closed
HWAM
148
Hennion & Walsh Asset Management
New Jersey
-$243K -20,587 Closed
Jane Street
149
Jane Street
New York
-$204K -17,298 Closed
HWM
150
HB Wealth Management
Georgia
-$204K -17,254 Closed