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TFS Financial

151 hedge funds and large institutions have $344M invested in TFS Financial in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $246K

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

4% more funds holding

Funds holding: 145151 (+6)

0.2% less ownership

Funds ownership: 9.96%9.76% (-0.2%)

16% less capital invested

Capital invested by funds: $410M → $344M (-$66M)

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
52
Reduced
40
Closed
17
Calls
$1.24M
Puts
$246K
Net Calls
+$998K
Net Calls Change
+$993K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
126
MetLife Investment Management
New Jersey
$12.3K +$26 +2 +0.2%
TRCT
127
Tower Research Capital (TRC)
New York
$11.4K -$106K -8,030 -90%
PFBT
128
Parkside Financial Bank & Trust
Missouri
$11K
CSB
129
City State Bank
Iowa
$10K
SWM
130
Spire Wealth Management
Virginia
$9.63K +$225 +17 +2%
Comerica Bank
131
Comerica Bank
Texas
$8.74K
PTC
132
Private Trust Company
Ohio
$6.3K
AIG
133
American International Group
New York
$5.17K
HNB
134
Huntington National Bank
Ohio
$4.45K
CFD
135
Creative Financial Designs
Indiana
$4.27K +$4.5K +340 New
GI
136
GAMMA Investing
California
$3.14K -$12.8K -966 -79%
JWM
137
Janiczek Wealth Management
Colorado
$2.39K -$2.24K -169 -47%
Russell Investments Group
138
Russell Investments Group
United Kingdom
$2.29K -$470K -35,510 -99%
CAL
139
Capital Advisors Ltd
Ohio
$2K +$265 +20 +12%
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$1.9K
EWA
141
EverSource Wealth Advisors
Alabama
$1.68K +$1.11K +84 +150%
IA
142
IFP Advisors
Florida
$1.38K
SIS
143
Sound Income Strategies
Florida
$1.26K
TSWM
144
Tyler-Stone Wealth Management
Ohio
$1.26K
A
145
AlphaQuest
New York
$1.1K +$1.16K +88 New
CI Investments Inc
146
CI Investments Inc
Ontario, Canada
$1K +$318 +24 +29%
TAM
147
Tucker Asset Management
Colorado
$897
JWA
148
JFS Wealth Advisors
Pennsylvania
$365
SIC
149
SJS Investment Consulting
Ohio
$365
DPW
150
DiNuzzo Private Wealth
Pennsylvania
$201

TFSL Hedge Fund Activity: Q1 2024 in Review

151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2024, worth a combined $344M — down 16% from $410M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TFSL positions and 17 closed out — a net gain of 6 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.83M. The largest seller was Morgan Stanley, cutting an estimated $4.87M.

  • 151 institutional investors held TFS Financial (TFSL) as of Q1 2024, up from 145 in Q4 2023.
  • Funds reported $344M of TFS Financial stock for Q1 2024, down 16% quarter-over-quarter.
  • 23 funds opened new TFS Financial positions in Q1 2024 and 17 closed out, a net change of +6 holders.
  • The largest TFS Financial buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $1.83M added.
  • The largest TFS Financial seller in Q1 2024 was Morgan Stanley, an estimated $4.87M sold.

Based on aggregated 13F filings for Q1 2024.