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TFS Financial
TFSL

147 hedge funds and large institutions have $337M invested in TFS Financial in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

6% more capital invested

Capital invested by funds: $318M → $337M (+$18.6M)

1% more funds holding

Funds holding: 146 → 147 (+1)

0.14% more ownership

Funds ownership: 8.73% → 8.88% (+0.14%)

52% less call options, than puts

Call options by funds: $220K | Put options by funds: $456K

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
61
Reduced
42
Closed
21
Calls
$220K
Puts
$456K
Net Calls
-$236K
Net Calls Change
+$365K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.52M
2
First Trust Advisors
First Trust Advisors
Illinois
+$1.67M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.56M
4
Millennium Management
Millennium Management
New York
+$1.51M
5
Fidelity International
Fidelity International
Bermuda
+$948K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.25M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.83M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.46M
4
CSS
Cubist Systematic Strategies
Connecticut
-$1.44M
5
BlackRock
BlackRock
New York
-$999K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$78.5M +$4.52M +331,034 +6%
Renaissance Technologies
2
Renaissance Technologies
New York
$60M -$3.25M -238,146 -5%
BlackRock
3
BlackRock
New York
$39.6M -$999K -73,112 -3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18M -$1.83M -134,083 -10%
Millennium Management
5
Millennium Management
New York
$16.3M +$1.51M +110,760 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$13.8M +$922K +67,432 +8%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$12.8M +$542K +39,623 +5%
State Street
8
State Street
Massachusetts
$12.1M +$215K +15,741 +2%
Citadel Advisors
9
Citadel Advisors
Florida
$7.03M +$1.56M +114,048 +30%
Morgan Stanley
10
Morgan Stanley
New York
$6.42M +$339K +24,811 +6%
Charles Schwab
11
Charles Schwab
California
$5.46M +$150K +10,996 +3%
Norges Bank
12
Norges Bank
Norway
$3.88M +$845K +61,822 +30%
Northern Trust
13
Northern Trust
Illinois
$3.85M +$198K +14,461 +6%
CA
14
Clearstead Advisors
Ohio
$3.67M – – –
First Trust Advisors
15
First Trust Advisors
Illinois
$3.3M +$1.67M +122,240 +115%
Fidelity International
16
Fidelity International
Bermuda
$3.09M +$948K +69,354 +48%
APF
17
Alaska Permanent Fund
Alaska
$2.58M +$33.4K +2,442 +1%
State Board of Administration of Florida Retirement System
18
State Board of Administration of Florida Retirement System
Florida
$2.05M – – –
Swiss National Bank
19
Swiss National Bank
Switzerland
$1.95M +$36.9K +2,700 +2%
CS
20
Credit Suisse
Switzerland
$1.85M +$295K +21,551 +20%
VCM
21
Vision Capital Management
Oregon
$1.84M -$458K -33,524 -21%
MAM
22
Martingale Asset Management
Massachusetts
$1.81M -$119K -8,700 -6%
N
23
Nuveen
North Carolina
$1.78M -$816K -59,685 -33%
BA
24
Bridgewater Associates
Connecticut
$1.76M +$726K +53,105 +77%
Invesco
25
Invesco
Georgia
$1.49M -$22.1K -1,617 -2%
1
2 3 4 5

TFSL Hedge Fund Activity: Q4 2022 in Review

147 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2022, worth a combined $337M — up 5.8% from $318M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TFSL positions and 21 closed out — a net gain of 4 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.52M. The largest seller was Renaissance Technologies, cutting an estimated $3.25M.

  • 147 institutional investors held TFS Financial (TFSL) as of Q4 2022, up from 146 in Q3 2022.
  • Funds reported $337M of TFS Financial stock for Q4 2022, up 5.8% quarter-over-quarter.
  • 25 funds opened new TFS Financial positions in Q4 2022 and 21 closed out, a net change of +4 holders.
  • The largest TFS Financial buyer in Q4 2022 was Vanguard Group, an estimated $4.52M added.
  • The largest TFS Financial seller in Q4 2022 was Renaissance Technologies, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2022.