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TFS Financial

161 hedge funds and large institutions have $339M invested in TFS Financial in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $1M | Put options by funds: $290K

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

7% more funds holding

Funds holding: 151161 (+10)

0.2% less ownership

Funds ownership: 9.76%9.56% (-0.2%)

2% less capital invested

Capital invested by funds: $344M → $339M (-$5.51M)

Holders
161
Holders Change
+10
Holders Change %
+6.62%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
59
Reduced
50
Closed
19
Calls
$1M
Puts
$290K
Net Calls
+$712K
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.7M -$105K -8,350 -0.2%
Renaissance Technologies
2
Renaissance Technologies
New York
$41.5M -$1.52M -121,200 -4%
BlackRock
3
BlackRock
New York
$39.9M +$744K +59,118 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.3M +$1.54M +122,562 +5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$20.9M +$12K +957 +0.1%
CRM
6
Cramer Rosenthal McGlynn
Connecticut
$18M -$1.35M -107,249 -7%
State Street
7
State Street
Massachusetts
$16.4M -$1.42M -112,756 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.4M +$177K +14,032 +1%
Mirae Asset Global ETFs Holdings
9
Mirae Asset Global ETFs Holdings
Hong Kong
$11.2M +$11.2M +890,503 New
Citadel Advisors
10
Citadel Advisors
Florida
$8.19M -$48K -3,813 -0.6%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$6.25M -$304K -24,150 -5%
Charles Schwab
12
Charles Schwab
California
$5.53M +$18.4K +1,460 +0.3%
Morgan Stanley
13
Morgan Stanley
New York
$5.16M -$333K -26,492 -6%
Northern Trust
14
Northern Trust
Illinois
$3.72M +$237K +18,850 +7%
Bank of America
15
Bank of America
North Carolina
$3.69M +$61.4K +4,877 +2%
CA
16
Clearstead Advisors
Ohio
$3.06M -$408K -32,421 -12%
N
17
Nuveen
North Carolina
$2.32M -$1.61K -128 -0.1%
UBS AM
18
UBS AM
Illinois
$2.2M +$1.1M +87,138 +100%
Norges Bank
19
Norges Bank
Norway
$1.87M +$433K +34,402 +30%
State Board of Administration of Florida Retirement System
20
State Board of Administration of Florida Retirement System
Florida
$1.68M -$109K -8,699 -6%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$1.53M -$44.9K -3,571 -3%
VCM
22
Vision Capital Management
Oregon
$1.49M +$2.52K +200 +0.2%
Invesco
23
Invesco
Georgia
$1.46M +$8.49K +675 +0.6%
Swiss National Bank
24
Swiss National Bank
Switzerland
$1.39M
First Trust Advisors
25
First Trust Advisors
Illinois
$1.24M -$495K -39,307 -29%

TFSL Hedge Fund Activity: Q2 2024 in Review

161 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2024, worth a combined $339M — down 1.6% from $344M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TFSL positions and 19 closed out — a net gain of 11 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.54M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $11.7M sold.

  • 161 institutional investors held TFS Financial (TFSL) as of Q2 2024, up from 151 in Q1 2024.
  • Funds reported $339M of TFS Financial stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 30 funds opened new TFS Financial positions in Q2 2024 and 19 closed out, a net change of +11 holders.
  • The largest TFS Financial buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $1.54M added.
  • The largest TFS Financial seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.