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TFS Financial

146 hedge funds and large institutions have $318M invested in TFS Financial in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

4% more funds holding

Funds holding: 141146 (+5)

0.18% less ownership

Funds ownership: 8.91%8.73% (-0.18%)

7% less capital invested

Capital invested by funds: $343M → $318M (-$24.9M)

74% less call options, than puts

Call options by funds: $215K | Put options by funds: $816K

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
60
Reduced
40
Closed
17
Calls
$215K
Puts
$816K
Net Calls
-$601K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$66.5M -$1.27M -89,682 -2%
Renaissance Technologies
2
Renaissance Technologies
New York
$57.2M -$7.47M -527,100 -11%
BlackRock
3
BlackRock
New York
$36.7M -$3.13M -220,669 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.1M +$1.38M +97,263 +7%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$17.9M +$306K +21,620 +2%
Millennium Management
6
Millennium Management
New York
$13.2M +$8.94M +630,499 +162%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.5M -$92.9K -6,551 -0.7%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$11M -$301K -21,216 -2%
State Street
9
State Street
Massachusetts
$10.7M +$850K +59,933 +8%
Morgan Stanley
10
Morgan Stanley
New York
$5.47M -$514K -36,244 -8%
Citadel Advisors
11
Citadel Advisors
Florida
$4.86M +$894K +63,090 +20%
Charles Schwab
12
Charles Schwab
California
$4.78M -$126K -8,911 -2%
CA
13
Clearstead Advisors
Ohio
$3.31M +$549K +38,755 +18%
Northern Trust
14
Northern Trust
Illinois
$3.29M -$333K -23,494 -9%
Norges Bank
15
Norges Bank
Norway
$2.69M
N
16
Nuveen
North Carolina
$2.38M -$90.9K -6,411 -3%
APF
17
Alaska Permanent Fund
Alaska
$2.3M +$50.7K +3,578 +2%
VCM
18
Vision Capital Management
Oregon
$2.1M +$25.5K +1,797 +1%
Fidelity International
19
Fidelity International
Bermuda
$1.89M +$1.25M +87,963 +153%
State Board of Administration of Florida Retirement System
20
State Board of Administration of Florida Retirement System
Florida
$1.85M
Goldman Sachs
21
Goldman Sachs
New York
$1.83M -$2.97M -209,257 -60%
MAM
22
Martingale Asset Management
Massachusetts
$1.75M -$4.25K -300 -0.2%
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.73M
CSS
24
Cubist Systematic Strategies
Connecticut
$1.5M +$1.36M +96,082 +488%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.46M +$72.9K +5,144 +5%

TFSL Hedge Fund Activity: Q3 2022 in Review

146 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2022, worth a combined $318M — down 7.2% from $343M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TFSL positions and 17 closed out — a net gain of 6 holders — while 60 added to existing stakes and 40 trimmed.

The largest buyer was Millennium Management, adding an estimated $8.94M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $7.95M sold.

  • 146 institutional investors held TFS Financial (TFSL) as of Q3 2022, up from 141 in Q2 2022.
  • Funds reported $318M of TFS Financial stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 23 funds opened new TFS Financial positions in Q3 2022 and 17 closed out, a net change of +6 holders.
  • The largest TFS Financial buyer in Q3 2022 was Millennium Management, an estimated $8.94M added.
  • The largest TFS Financial seller in Q3 2022 was Empyrean Capital Partners, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2022.