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TFS Financial

166 hedge funds and large institutions have $350M invested in TFS Financial in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $154K

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

3% more funds holding

Funds holding: 161166 (+5)

3% more capital invested

Capital invested by funds: $339M → $350M (+$11.6M)

0.14% more ownership

Funds ownership: 9.56%9.7% (+0.14%)

Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
58
Reduced
49
Closed
25
Calls
$1.43M
Puts
$154K
Net Calls
+$1.28M
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
ME
126
McIlrath & Eck
Washington
$24K
AA
127
Ancora Advisors
Ohio
$20K
NMM
128
Naples Money Management
Florida
$19.3K
MIM
129
MetLife Investment Management
New Jersey
$11.4K -$263 -20 -2%
PFBT
130
Parkside Financial Bank & Trust
Missouri
$11.2K
SWM
131
Spire Wealth Management
Virginia
$10.3K +$224 +17 +2%
QL
132
Quarry LP
New York
$8.22K -$1.86K -141 -18%
PTC
133
Private Trust Company
Ohio
$6.46K
NIC
134
Northwest Investment Counselors
Oregon
$5.32K +$5.45K +414 New
CSB
135
City State Bank
Iowa
$5.14K
TIM
136
Tortoise Investment Management
New York
$5.14K +$5.27K +400 New
CF
137
Corebridge Financial
Texas
$4.83K -$158 -12 -3%
HNB
138
Huntington National Bank
Ohio
$4.55K
GI
139
GAMMA Investing
California
$4.01K -$843 -64 -17%
AAP
140
Arax Advisory Partners
Colorado
$3.92K +$2.86K +217 +247%
EWA
141
EverSource Wealth Advisors
Alabama
$3.19K -$237 -18 -7%
CAL
142
Capital Advisors Ltd
Ohio
$3K
PS
143
Principal Securities
Iowa
$2.98K +$3.06K +232 New
Comerica Bank
144
Comerica Bank
Texas
$2.67K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$2.58K -$619 -47 -19%
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$2.2K -$1.11K -84 -33%
WSFS
147
Wilmington Savings Fund Society
Delaware
$2.16K +$2.21K +168 New
IA
148
IFP Advisors
Florida
$2.13K
BTI
149
Blue Trust Inc
Georgia
$2.04K -$26 -2 -1%
SSG
150
Summit Securities Group
New York
$2K +$1.96K +149 New

TFSL Hedge Fund Activity: Q3 2024 in Review

166 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2024, worth a combined $350M — up 3.4% from $339M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TFSL positions and 25 closed out — a net gain of 8 holders — while 58 added to existing stakes and 49 trimmed.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $4.33M. The largest seller was Citadel Advisors, cutting an estimated $3.51M.

  • 166 institutional investors held TFS Financial (TFSL) as of Q3 2024, up from 161 in Q2 2024.
  • Funds reported $350M of TFS Financial stock for Q3 2024, up 3.4% quarter-over-quarter.
  • 33 funds opened new TFS Financial positions in Q3 2024 and 25 closed out, a net change of +8 holders.
  • The largest TFS Financial buyer in Q3 2024 was FJ Capital Management, an estimated $4.33M added.
  • The largest TFS Financial seller in Q3 2024 was Citadel Advisors, an estimated $3.51M sold.

Based on aggregated 13F filings for Q3 2024.