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TFS Financial

151 hedge funds and large institutions have $344M invested in TFS Financial in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $246K

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

4% more funds holding

Funds holding: 145151 (+6)

0.2% less ownership

Funds ownership: 9.96%9.76% (-0.2%)

16% less capital invested

Capital invested by funds: $410M → $344M (-$66M)

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
52
Reduced
40
Closed
17
Calls
$1.24M
Puts
$246K
Net Calls
+$998K
Net Calls Change
+$993K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.5M +$313K +23,668 +0.5%
Renaissance Technologies
2
Renaissance Technologies
New York
$42.8M -$2.19M -165,300 -5%
BlackRock
3
BlackRock
New York
$38.9M -$636K -48,072 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.6M +$1.83M +138,022 +6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$20.8M +$41.8K +3,159 +0.2%
CRM
6
Cramer Rosenthal McGlynn
Connecticut
$19.3M -$3.04M -229,683 -13%
State Street
7
State Street
Massachusetts
$17.8M -$888K -67,153 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.1M +$316K +23,895 +2%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$11.7M -$188K -14,187 -1%
Citadel Advisors
10
Citadel Advisors
Florida
$8.2M -$636K -48,037 -7%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$6.53M +$283K +21,415 +4%
Charles Schwab
12
Charles Schwab
California
$5.48M +$119K +8,981 +2%
Morgan Stanley
13
Morgan Stanley
New York
$5.47M -$4.87M -368,150 -46%
Bank of America
14
Bank of America
North Carolina
$3.61M +$1.4M +105,508 +58%
CA
15
Clearstead Advisors
Ohio
$3.57M +$190K +14,362 +6%
Northern Trust
16
Northern Trust
Illinois
$3.46M -$1.46M -110,676 -29%
N
17
Nuveen
North Carolina
$2.31M -$13.5K -1,020 -0.6%
State Board of Administration of Florida Retirement System
18
State Board of Administration of Florida Retirement System
Florida
$1.79M +$78.8K +5,960 +4%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.73M -$97.9K -7,401 -5%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$1.57M +$252K +19,084 +18%
CS
21
Credit Suisse
Switzerland
$1.51M -$66.1K -5,000 -4%
VCM
22
Vision Capital Management
Oregon
$1.48M +$4.41K +333 +0.3%
Invesco
23
Invesco
Georgia
$1.45M +$154K +11,624 +11%
Norges Bank
24
Norges Bank
Norway
$1.43M -$1.04M -78,409 -41%
Swiss National Bank
25
Swiss National Bank
Switzerland
$1.39M

TFSL Hedge Fund Activity: Q1 2024 in Review

151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2024, worth a combined $344M — down 16% from $410M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TFSL positions and 17 closed out — a net gain of 6 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.83M. The largest seller was Morgan Stanley, cutting an estimated $4.87M.

  • 151 institutional investors held TFS Financial (TFSL) as of Q1 2024, up from 145 in Q4 2023.
  • Funds reported $344M of TFS Financial stock for Q1 2024, down 16% quarter-over-quarter.
  • 23 funds opened new TFS Financial positions in Q1 2024 and 17 closed out, a net change of +6 holders.
  • The largest TFS Financial buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $1.83M added.
  • The largest TFS Financial seller in Q1 2024 was Morgan Stanley, an estimated $4.87M sold.

Based on aggregated 13F filings for Q1 2024.