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TFS Financial
TFSL

139 hedge funds and large institutions have $315M invested in TFS Financial in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $731K | Put options by funds: $324K

0.09% less ownership

Funds ownership: 9.58% → 9.49% (-0.09%)

8% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 52

2% less funds holding

Funds holding: 142 → 139 (-3)

7% less capital invested

Capital invested by funds: $338M → $315M (-$23.1M)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
48
Reduced
52
Closed
16
Calls
$731K
Puts
$324K
Net Calls
+$407K
Net Calls Change
+$503K

Top Buyers

1
CA
Clearstead Advisors
Ohio
+$3.5M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.52M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
+$1.05M
4
Northern Trust
Northern Trust
Illinois
+$900K
5
CSS
Cubist Systematic Strategies
Connecticut
+$777K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.67M
2
Norges Bank
Norges Bank
Norway
-$2.01M
3
BlackRock
BlackRock
New York
-$1.76M
4
SSA
Schonfeld Strategic Advisors
New York
-$1.69M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$62.3M +$417K +31,130 +0.6%
Renaissance Technologies
2
Renaissance Technologies
New York
$44.9M -$1.56M -116,400 -3%
BlackRock
3
BlackRock
New York
$38.2M -$1.76M -131,477 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.4M -$283K -21,129 -1%
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$17.7M +$1.05M +78,621 +6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$14.8M +$312K +23,321 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.7M +$296K +22,131 +2%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$11.5M +$550K +41,045 +4%
State Street
9
State Street
Massachusetts
$10.4M -$101K -7,516 -0.8%
Citadel Advisors
10
Citadel Advisors
Florida
$7.07M -$3.67M -273,816 -31%
CA
11
Clearstead Advisors
Ohio
$6.15M +$3.5M +261,284 +101%
Morgan Stanley
12
Morgan Stanley
New York
$6.1M +$520K +38,828 +8%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$5.13M +$1.52M +113,191 +35%
Charles Schwab
14
Charles Schwab
California
$4.84M +$435K +32,496 +9%
Northern Trust
15
Northern Trust
Illinois
$4.15M +$900K +67,144 +24%
APF
16
Alaska Permanent Fund
Alaska
$3.21M +$50.9K +3,801 +1%
N
17
Nuveen
North Carolina
$2.17M -$247K -18,460 -9%
Goldman Sachs
18
Goldman Sachs
New York
$2.01M -$148K -11,083 -6%
Bank of America
19
Bank of America
North Carolina
$1.76M +$731K +54,565 +58%
State Board of Administration of Florida Retirement System
20
State Board of Administration of Florida Retirement System
Florida
$1.66M +$670 +50 +0%
Swiss National Bank
21
Swiss National Bank
Switzerland
$1.46M +$29.5K +2,200 +2%
CS
22
Credit Suisse
Switzerland
$1.45M -$60.2K -4,491 -4%
Norges Bank
23
Norges Bank
Norway
$1.42M -$2.01M -150,200 -56%
VCM
24
Vision Capital Management
Oregon
$1.41M -$43.2K -3,222 -3%
Invesco
25
Invesco
Georgia
$1.27M -$9.47K -707 -0.7%
1
2 3 4 5

TFSL Hedge Fund Activity: Q3 2023 in Review

139 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2023, worth a combined $315M — down 6.9% from $338M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TFSL and 13 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 48 added.

The largest buyer was Clearstead Advisors, adding an estimated $3.5M. The largest seller was Citadel Advisors, cutting an estimated $3.67M.

  • 139 institutional investors held TFS Financial (TFSL) as of Q3 2023, down from 142 in Q2 2023.
  • Funds reported $315M of TFS Financial stock for Q3 2023, down 6.9% quarter-over-quarter.
  • 13 funds opened new TFS Financial positions in Q3 2023 and 16 closed out, a net change of -3 holders.
  • The largest TFS Financial buyer in Q3 2023 was Clearstead Advisors, an estimated $3.5M added.
  • The largest TFS Financial seller in Q3 2023 was Citadel Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2023.