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TFS Financial
TFSL

141 hedge funds and large institutions have $343M invested in TFS Financial in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

0.02% less ownership

Funds ownership: 8.93% → 8.91% (-0.02%)

1% less funds holding

Funds holding: 142 → 141 (-1)

18% less capital invested

Capital invested by funds: $416M → $343M (-$73M)

49% less call options, than puts

Call options by funds: $635K | Put options by funds: $1.24M

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
49
Reduced
45
Closed
19
Calls
$635K
Puts
$1.24M
Net Calls
-$605K
Net Calls Change
+$872K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.37M
2
Millennium Management
Millennium Management
New York
+$4.7M
3
BlackRock
BlackRock
New York
+$3.19M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.91M
5
APF
Alaska Permanent Fund
Alaska
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
ECP
Empyrean Capital Partners
California
-$14.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$5.39M
3
Northern Trust
Northern Trust
Illinois
-$1.55M
4
State Street
State Street
Massachusetts
-$986K
5
Goldman Sachs
Goldman Sachs
New York
-$620K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
151
Janiczek Wealth Management
Colorado
– -$5K -323 Closed
PFS
152
Prospera Financial Services
Texas
– -$4K -215 Closed
TFO
153
Tarbox Family Office
California
– -$2K -134 Closed
GWS
154
Glassman Wealth Services
Virginia
– -$1K -85 Closed
CI
155
Cordant Inc
Oregon
– -$1K -43 Closed
DI
156
Disciplined Investments
Oklahoma
– -$29 -2 -9%
SFG
157
Steward Financial Group
Texas
– +$456 +31 New
3 4 5 6
7

TFSL Hedge Fund Activity: Q2 2022 in Review

141 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2022, worth a combined $343M — down 18% from $416M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TFSL positions and 19 closed out — a net gain of 2 holders — while 49 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.37M. The largest seller was Empyrean Capital Partners, cutting an estimated $14.4M.

  • 141 institutional investors held TFS Financial (TFSL) as of Q2 2022, down from 142 in Q1 2022.
  • Funds reported $343M of TFS Financial stock for Q2 2022, down 18% quarter-over-quarter.
  • 21 funds opened new TFS Financial positions in Q2 2022 and 19 closed out, a net change of +2 holders.
  • The largest TFS Financial buyer in Q2 2022 was Morgan Stanley, an estimated $5.37M added.
  • The largest TFS Financial seller in Q2 2022 was Empyrean Capital Partners, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2022.