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TFS Financial
TFSL

146 hedge funds and large institutions have $318M invested in TFS Financial in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.1% more ownership

Funds ownership: 8.88% → 8.98% (+0.1%)

1% less funds holding

Funds holding: 147 → 146 (-1)

6% less capital invested

Capital invested by funds: $337M → $318M (-$19.1M)

61% less call options, than puts

Call options by funds: $223K | Put options by funds: $567K

Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
56
Reduced
47
Closed
20
Calls
$223K
Puts
$567K
Net Calls
-$344K
Net Calls Change
-$108K

Top Buyers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$8.5M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.14M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.94M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.11M
5
BlackRock
BlackRock
New York
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$16.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.36M
3
BA
Bridgewater Associates
Connecticut
-$1.76M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.24M
5
SSA
Schonfeld Strategic Advisors
New York
-$895K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
151
D.E. Shaw & Co
New York
– -$359K -24,947 Closed
ECM
152
Evergreen Capital Management
Washington
– -$245K -17,020 Closed
Balyasny Asset Management
153
Balyasny Asset Management
Illinois
– -$238K -16,523 Closed
JF
154
Jump Financial
Illinois
– -$226K -15,700 Closed
MCC
155
Money Concepts Capital
Florida
– -$204K -14,145 Closed
TCM
156
Teza Capital Management
Illinois
– -$173K -12,026 Closed
CSS
157
Cubist Systematic Strategies
Connecticut
– -$154K -10,696 Closed
BL
158
Balentine LLC
Georgia
– -$145K -10,086 Closed
SG Americas Securities
159
SG Americas Securities
New York
– -$104K -7,249 Closed
QT
160
Quantbot Technologies
New York
– -$60.2K -4,175 Closed
RBC
161
Romano Brothers & Co
Illinois
– -$18.7K -1,300 Closed
BBHC
162
Brown Brothers Harriman & Co
New York
– -$14.9K -1,035 Closed
SOW
163
State of Wyoming
Wyoming
– -$14.4K -1,002 Closed
PMEF
164
Point72 Middle East FZE
United Arab Emirates
– -$11.1K -771 Closed
CT
165
Caldwell Trust
Florida
– -$7.21K -500 Closed
CFGS
166
Concourse Financial Group Securities
Alabama
– -$3.98K -285 Closed
3 4 5 6
7

TFSL Hedge Fund Activity: Q1 2023 in Review

146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2023, worth a combined $318M — down 5.7% from $337M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TFSL positions and 20 closed out — a net gain of 1 holder — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $8.5M. The largest seller was Millennium Management, exiting entirely with an estimated $16.3M sold.

  • 146 institutional investors held TFS Financial (TFSL) as of Q1 2023, down from 147 in Q4 2022.
  • Funds reported $318M of TFS Financial stock for Q1 2023, down 5.7% quarter-over-quarter.
  • 21 funds opened new TFS Financial positions in Q1 2023 and 20 closed out, a net change of +1 holder.
  • The largest TFS Financial buyer in Q1 2023 was Cramer Rosenthal McGlynn, an estimated $8.5M added.
  • The largest TFS Financial seller in Q1 2023 was Millennium Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2023.