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TFS Financial

142 hedge funds and large institutions have $416M invested in TFS Financial in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 34

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

4% more funds holding

Funds holding: 136142 (+6)

0.11% more ownership

Funds ownership: 8.82%8.93% (+0.11%)

6% less capital invested

Capital invested by funds: $443M → $416M (-$26.3M)

65% less call options, than puts

Call options by funds: $784K | Put options by funds: $2.26M

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
58
Reduced
34
Closed
15
Calls
$784K
Puts
$2.26M
Net Calls
-$1.48M
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$85.9M +$66.7K +3,879 +0.1%
Renaissance Technologies
2
Renaissance Technologies
New York
$79.9M -$2.42M -140,500 -3%
BlackRock
3
BlackRock
New York
$46.9M +$1.51M +87,916 +3%
ECP
4
Empyrean Capital Partners
California
$25.8M
Bank of New York Mellon
5
Bank of New York Mellon
New York
$22M +$675K +39,260 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$21.2M +$710K +41,288 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$14.8M +$538K +31,301 +4%
State Street
8
State Street
Massachusetts
$13.8M +$19.6K +1,141 +0.1%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$13.4M +$2.46M +143,256 +22%
AllianceBernstein
10
AllianceBernstein
Tennessee
$6.62M +$6.37M +370,004 +1,281%
Goldman Sachs
11
Goldman Sachs
New York
$6.51M +$1.03M +59,676 +18%
Northern Trust
12
Northern Trust
Illinois
$6.33M +$588K +34,186 +10%
Charles Schwab
13
Charles Schwab
California
$6.32M +$195K +11,330 +3%
PPA
14
Parametric Portfolio Associates
Washington
$6.24M +$185K +10,748 +3%
Norges Bank
15
Norges Bank
Norway
$3.08M -$764K -44,415 -19%
N
16
Nuveen
North Carolina
$3.05M +$118K +6,886 +4%
CA
17
Clearstead Advisors
Ohio
$2.85M
VCM
18
Vision Capital Management
Oregon
$2.62M +$54.6K +3,176 +2%
MAM
19
Martingale Asset Management
Massachusetts
$2.52M -$151K -8,800 -5%
State Board of Administration of Florida Retirement System
20
State Board of Administration of Florida Retirement System
Florida
$2.43M +$119K +6,929 +5%
First Trust Advisors
21
First Trust Advisors
Illinois
$2.41M +$214K +12,411 +9%
Swiss National Bank
22
Swiss National Bank
Switzerland
$2.2M +$157K +9,100 +7%
Citadel Advisors
23
Citadel Advisors
Florida
$1.88M -$1.17M -68,078 -37%
Invesco
24
Invesco
Georgia
$1.67M +$204K +11,835 +13%
Morgan Stanley
25
Morgan Stanley
New York
$1.53M -$14.3K -830 -0.9%

TFSL Hedge Fund Activity: Q1 2022 in Review

142 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2022, worth a combined $416M — down 5.9% from $443M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TFSL positions and 15 closed out — a net gain of 8 holders — while 58 added to existing stakes and 34 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $6.37M. The largest seller was Renaissance Technologies, cutting an estimated $2.42M.

  • 142 institutional investors held TFS Financial (TFSL) as of Q1 2022, up from 136 in Q4 2021.
  • Funds reported $416M of TFS Financial stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 23 funds opened new TFS Financial positions in Q1 2022 and 15 closed out, a net change of +8 holders.
  • The largest TFS Financial buyer in Q1 2022 was AllianceBernstein, an estimated $6.37M added.
  • The largest TFS Financial seller in Q1 2022 was Renaissance Technologies, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2022.