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TFS Financial
TFSL

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: 161 → 166 (+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

Top Buyers

1
FCM
FJ Capital Management
Virginia
+$4.33M
2
KIM
Kestra Investment Management
Texas
+$1.73M
3
Squarepoint
Squarepoint
New York
+$1.01M
4
AI
Atom Investors
Texas
+$963K
5
First Trust Advisors
First Trust Advisors
Illinois
+$941K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.51M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$2.45M
3
Charles Schwab
Charles Schwab
California
-$1.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.47M
5
State Street
State Street
Massachusetts
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
151
Smartleaf Asset Management
Massachusetts
$1.29K – – –
FAM
152
Flaharty Asset Management
Florida
$1.29K +$1.32K +100 New
CAM
153
Creekmur Asset Management
Illinois
$1.25K – – –
HWM
154
Hemington Wealth Management
Virginia
$1K +$1.2K +91 New
FNWA
155
Financial Network Wealth Advisors
Utah
$926 +$948 +72 New
TAM
156
Tucker Asset Management
Colorado
$919 – – –
JWA
157
JFS Wealth Advisors
Pennsylvania
$875 +$514 +39 +134%
CFGS
158
Concourse Financial Group Securities
Alabama
$720 +$329 +25 +81%
SIC
159
SJS Investment Consulting
Ohio
$373 – – –
DPW
160
DiNuzzo Private Wealth
Pennsylvania
$322 +$79 +6 +32%
AF
161
Advisornet Financial
Minnesota
$296 +$303 +23 New
VAMG
162
Voisard Asset Management Group
Michigan
$283 +$290 +22 New
Jones Financial Companies
163
Jones Financial Companies
Missouri
$205 +$211 +16 New
MCM
164
MV Capital Management
Maryland
$129 +$26 +2 +25%
CA
165
Claris Advisors
Missouri
$116 +$119 +9 New
BIG
166
Brooklyn Investment Group
New York
$26 +$26 +2 New
HF
167
HRT Financial
New York
– -$560K -44,435 Closed
I
168
InceptionR
California
– -$354K -28,066 Closed
MCC
169
Malaga Cove Capital
California
– -$298K -23,593 Closed
D.E. Shaw & Co
170
D.E. Shaw & Co
New York
– -$257K -20,370 Closed
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$243K -19,263 Closed
AWM
172
Ariadne Wealth Management
California
– -$216K -13,746 Closed
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
– -$168K -13,291 Closed
Two Sigma Advisers
174
Two Sigma Advisers
New York
– -$140K -11,100 Closed
ECM
175
Evergreen Capital Management
Washington
– -$139K -10,982 Closed
4 5 6
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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.