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TFS Financial

166 hedge funds and large institutions have $350M invested in TFS Financial in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $154K

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

3% more funds holding

Funds holding: 161166 (+5)

3% more capital invested

Capital invested by funds: $339M → $350M (+$11.6M)

0.14% more ownership

Funds ownership: 9.56%9.7% (+0.14%)

Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
58
Reduced
49
Closed
25
Calls
$1.43M
Puts
$154K
Net Calls
+$1.28M
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$66.9M -$47.5K -3,610 -0.1%
Renaissance Technologies
2
Renaissance Technologies
New York
$40.8M -$1.47M -111,900 -3%
BlackRock
3
BlackRock
New York
$40.8M +$189K +14,342 +0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.4M +$522K +39,627 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$22M +$626K +47,504 +3%
CRM
6
Cramer Rosenthal McGlynn
Connecticut
$16M -$2.45M -186,002 -13%
State Street
7
State Street
Massachusetts
$15.8M -$1.02M -77,643 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.9M +$300K +22,777 +2%
Mirae Asset Global ETFs Holdings
9
Mirae Asset Global ETFs Holdings
Hong Kong
$11.4M -$78.2K -5,939 -0.7%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$6.52M +$79.7K +6,052 +1%
Morgan Stanley
11
Morgan Stanley
New York
$5.41M +$148K +11,262 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$4.92M -$3.51M -266,492 -41%
Bank of America
13
Bank of America
North Carolina
$4.61M +$875K +66,405 +23%
FCM
14
FJ Capital Management
Virginia
$4.23M +$4.33M +328,573 New
Charles Schwab
15
Charles Schwab
California
$4.07M -$1.6M -121,299 -28%
Northern Trust
16
Northern Trust
Illinois
$3.66M -$136K -10,326 -4%
CA
17
Clearstead Advisors
Ohio
$3.12M +$4.46K +339 +0.1%
Norges Bank
18
Norges Bank
Norway
$2.73M +$839K +63,730 +43%
N
19
Nuveen
North Carolina
$2.44M +$74.3K +5,640 +3%
First Trust Advisors
20
First Trust Advisors
Illinois
$2.18M +$941K +71,465 +73%
UBS AM
21
UBS AM
Illinois
$2.12M -$125K -9,462 -5%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$2.1M +$552K +41,930 +35%
State Board of Administration of Florida Retirement System
23
State Board of Administration of Florida Retirement System
Florida
$1.71M
KIM
24
Kestra Investment Management
Texas
$1.69M +$1.73M +131,674 New
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$1.68M +$633K +48,026 +58%

TFSL Hedge Fund Activity: Q3 2024 in Review

166 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q3 2024, worth a combined $350M — up 3.4% from $339M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TFSL positions and 25 closed out — a net gain of 8 holders — while 58 added to existing stakes and 49 trimmed.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $4.33M. The largest seller was Citadel Advisors, cutting an estimated $3.51M.

  • 166 institutional investors held TFS Financial (TFSL) as of Q3 2024, up from 161 in Q2 2024.
  • Funds reported $350M of TFS Financial stock for Q3 2024, up 3.4% quarter-over-quarter.
  • 33 funds opened new TFS Financial positions in Q3 2024 and 25 closed out, a net change of +8 holders.
  • The largest TFS Financial buyer in Q3 2024 was FJ Capital Management, an estimated $4.33M added.
  • The largest TFS Financial seller in Q3 2024 was Citadel Advisors, an estimated $3.51M sold.

Based on aggregated 13F filings for Q3 2024.