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TFS Financial

142 hedge funds and large institutions have $338M invested in TFS Financial in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

6% more capital invested

Capital invested by funds: $318M → $338M (+$19.8M)

0.6% more ownership

Funds ownership: 8.98%9.58% (+0.6%)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

3% less funds holding

Funds holding: 146142 (-4)

14% less call options, than puts

Call options by funds: $603K | Put options by funds: $699K

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
58
Reduced
43
Closed
24
Calls
$603K
Puts
$699K
Net Calls
-$96K
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.9M -$483K -39,834 -0.8%
Renaissance Technologies
2
Renaissance Technologies
New York
$49.2M -$2.29M -189,200 -5%
BlackRock
3
BlackRock
New York
$42.3M +$5.85M +482,563 +17%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$26.2M +$5.16M +425,609 +26%
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$17.8M +$9.77M +806,230 +132%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$15.5M -$545K -44,943 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12.2M -$780K -64,352 -6%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$11.7M +$6.34K +523 +0.1%
State Street
9
State Street
Massachusetts
$11.1M +$287K +23,689 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$11M +$1.23M +101,057 +13%
Morgan Stanley
11
Morgan Stanley
New York
$6M -$1.17M -96,108 -17%
Charles Schwab
12
Charles Schwab
California
$4.74M +$31.6K +2,610 +0.7%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$4.03M +$288K +23,747 +8%
Northern Trust
14
Northern Trust
Illinois
$3.57M +$216K +17,778 +7%
Norges Bank
15
Norges Bank
Norway
$3.4M +$615K +50,700 +23%
APF
16
Alaska Permanent Fund
Alaska
$3.37M +$3.25M +267,894 New
CA
17
Clearstead Advisors
Ohio
$3.26M +$1.15K +95 +0%
N
18
Nuveen
North Carolina
$2.54M -$39.7K -3,271 -2%
Goldman Sachs
19
Goldman Sachs
New York
$2.27M +$1.32M +109,149 +152%
State Board of Administration of Florida Retirement System
20
State Board of Administration of Florida Retirement System
Florida
$1.77M -$14.7K -1,210 -0.9%
SSA
21
Schonfeld Strategic Advisors
New York
$1.69M +$1.63M +134,627 New
CS
22
Credit Suisse
Switzerland
$1.6M -$124K -10,252 -7%
VCM
23
Vision Capital Management
Oregon
$1.54M +$4.7K +388 +0.3%
Swiss National Bank
24
Swiss National Bank
Switzerland
$1.52M
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.51M +$632K +52,135 +77%

TFSL Hedge Fund Activity: Q2 2023 in Review

142 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2023, worth a combined $338M — up 6.2% from $318M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of TFSL and 23 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 58 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $9.77M. The largest seller was Renaissance Technologies, cutting an estimated $2.29M.

  • 142 institutional investors held TFS Financial (TFSL) as of Q2 2023, down from 146 in Q1 2023.
  • Funds reported $338M of TFS Financial stock for Q2 2023, up 6.2% quarter-over-quarter.
  • 23 funds opened new TFS Financial positions in Q2 2023 and 24 closed out, a net change of -1 holder.
  • The largest TFS Financial buyer in Q2 2023 was Cramer Rosenthal McGlynn, an estimated $9.77M added.
  • The largest TFS Financial seller in Q2 2023 was Renaissance Technologies, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2023.