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TFS Financial

161 hedge funds and large institutions have $339M invested in TFS Financial in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $1M | Put options by funds: $290K

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

7% more funds holding

Funds holding: 151161 (+10)

0.2% less ownership

Funds ownership: 9.76%9.56% (-0.2%)

2% less capital invested

Capital invested by funds: $344M → $339M (-$5.51M)

Holders
161
Holders Change
+10
Holders Change %
+6.62%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
59
Reduced
50
Closed
19
Calls
$1M
Puts
$290K
Net Calls
+$712K
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$11.6K -$17.7K -1,407 -60%
MIM
127
MetLife Investment Management
New Jersey
$11.4K -$893 -71 -7%
PFBT
128
Parkside Financial Bank & Trust
Missouri
$11K
SWM
129
Spire Wealth Management
Virginia
$9.9K +$214 +17 +2%
QL
130
Quarry LP
New York
$9.84K +$9.81K +780 New
RWMG
131
Redwood Wealth Management Group
New Jersey
$8.35K +$8.32K +661 New
PTC
132
Private Trust Company
Ohio
$6.33K
JWM
133
Janiczek Wealth Management
Colorado
$5.46K +$3.06K +243 +128%
CSB
134
City State Bank
Iowa
$5.05K -$5.03K -400 -50%
CF
135
Corebridge Financial
Texas
$4.9K +$4.88K +388 New
GI
136
GAMMA Investing
California
$4.75K +$1.58K +126 +50%
HNB
137
Huntington National Bank
Ohio
$4.47K
EWA
138
EverSource Wealth Advisors
Alabama
$3.61K +$1.58K +126 +90%
PI
139
PEAK6 Investments
Illinois
$3.56K -$14K -1,110 -80%
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$3.22K +$1.31K +104 +69%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$3.13K -$13.8K -1,098 -82%
CAL
142
Capital Advisors Ltd
Ohio
$3K +$403 +32 +17%
Comerica Bank
143
Comerica Bank
Texas
$2.63K -$6.14K -488 -70%
CFM
144
Catalyst Funds Management
Australia
$2.52K +$2.52K +200 New
IA
145
IFP Advisors
Florida
$2.1K +$705 +56 +51%
BTI
146
Blue Trust Inc
Georgia
$2.06K +$2.06K +164 New
ATPW
147
Ashton Thomas Private Wealth
Arizona
$1.58K +$1.57K +125 New
SIS
148
Sound Income Strategies
Florida
$1.26K
TSWM
149
Tyler-Stone Wealth Management
Ohio
$1.26K
SAM
150
Smartleaf Asset Management
Massachusetts
$1.26K +$1.27K +101 New

TFSL Hedge Fund Activity: Q2 2024 in Review

161 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2024, worth a combined $339M — down 1.6% from $344M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TFSL positions and 19 closed out — a net gain of 11 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.54M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $11.7M sold.

  • 161 institutional investors held TFS Financial (TFSL) as of Q2 2024, up from 151 in Q1 2024.
  • Funds reported $339M of TFS Financial stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 30 funds opened new TFS Financial positions in Q2 2024 and 19 closed out, a net change of +11 holders.
  • The largest TFS Financial buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $1.54M added.
  • The largest TFS Financial seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.