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TFS Financial

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: 147146 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$66.7M -$2.36M -168,925 -3%
Renaissance Technologies
2
Renaissance Technologies
New York
$51.8M -$801K -57,400 -1%
BlackRock
3
BlackRock
New York
$36.4M +$1.88M +134,589 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21M +$2.11M +151,448 +10%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$16.1M +$426K +30,549 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$13.1M +$1.1M +78,673 +8%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$11.8M +$637K +45,611 +5%
State Street
8
State Street
Massachusetts
$10.9M +$287K +20,562 +2%
Citadel Advisors
9
Citadel Advisors
Florida
$9.73M +$3.94M +282,374 +58%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$7.69M +$8.5M +609,086 New
Morgan Stanley
11
Morgan Stanley
New York
$7.24M +$1.79M +127,966 +29%
Charles Schwab
12
Charles Schwab
California
$4.73M -$63.3K -4,532 -1%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$3.75M +$4.14M +296,818 New
Northern Trust
14
Northern Trust
Illinois
$3.36M -$17.1K -1,227 -0.5%
CA
15
Clearstead Advisors
Ohio
$3.27M +$60K +4,301 +2%
Norges Bank
16
Norges Bank
Norway
$2.78M -$688K -49,313 -18%
Fidelity International
17
Fidelity International
Bermuda
$2.71M
N
18
Nuveen
North Carolina
$2.59M +$1.14M +81,511 +66%
State Board of Administration of Florida Retirement System
19
State Board of Administration of Florida Retirement System
Florida
$1.79M
First Trust Advisors
20
First Trust Advisors
Illinois
$1.77M -$1.24M -88,767 -39%
CS
21
Credit Suisse
Switzerland
$1.73M +$122K +8,730 +7%
Bank of America
22
Bank of America
North Carolina
$1.65M +$1.04M +74,629 +134%
MAM
23
Martingale Asset Management
Massachusetts
$1.58M -$1.4K -100 -0.1%
VCM
24
Vision Capital Management
Oregon
$1.54M -$79.9K -5,725 -4%
Swiss National Bank
25
Swiss National Bank
Switzerland
$1.53M -$202K -14,500 -11%

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.