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TFS Financial

175 hedge funds and large institutions have $349M invested in TFS Financial in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $296K

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

5% more funds holding

Funds holding: 166175 (+9)

0.18% more ownership

Funds ownership: 9.7%9.89% (+0.18%)

0% less capital invested

Capital invested by funds: $350M → $349M (-$1.75M)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
70
Reduced
50
Closed
19
Calls
$1.08M
Puts
$296K
Net Calls
+$789K
Net Calls Change
-$487K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$66.3M +$1.02M +76,919 +1%
BlackRock
2
BlackRock
New York
$40.9M +$1.13M +85,101 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$38.8M -$1.12M -84,265 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.1M +$573K +43,064 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$19.2M -$2.38M -178,575 -10%
State Street
6
State Street
Massachusetts
$19.1M +$3.88M +291,716 +24%
CRM
7
Cramer Rosenthal McGlynn
Connecticut
$16.4M +$815K +61,231 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.8M +$190K +14,280 +1%
Mirae Asset Global ETFs Holdings
9
Mirae Asset Global ETFs Holdings
Hong Kong
$11.7M +$630K +47,310 +5%
Bank of America
10
Bank of America
North Carolina
$6.29M +$1.89M +142,291 +40%
Citadel Advisors
11
Citadel Advisors
Florida
$5.27M +$493K +37,029 +10%
Norges Bank
12
Norges Bank
Norway
$4.69M +$2.15M +161,341 +76%
Morgan Stanley
13
Morgan Stanley
New York
$4.6M -$717K -53,892 -13%
FCM
14
FJ Capital Management
Virginia
$4.27M +$149K +11,183 +3%
Charles Schwab
15
Charles Schwab
California
$4.02M +$43.6K +3,277 +1%
Northern Trust
16
Northern Trust
Illinois
$3.57M +$1.29K +97 +0%
CA
17
Clearstead Advisors
Ohio
$3.06M +$13.9K +1,045 +0.4%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$2.96M +$963K +72,359 +44%
KIM
19
Kestra Investment Management
Texas
$2.58M +$981K +73,719 +56%
N
20
Nuveen
North Carolina
$2.37M -$9.24K -694 -0.4%
First Trust Advisors
21
First Trust Advisors
Illinois
$2.31M +$192K +14,429 +8%
UBS AM
22
UBS AM
Illinois
$2.23M +$169K +12,689 +8%
AI
23
Atom Investors
Texas
$2.08M +$1.23M +92,678 +127%
UBS Group
24
UBS Group
Switzerland
$1.74M +$1.22M +91,949 +196%
State Board of Administration of Florida Retirement System
25
State Board of Administration of Florida Retirement System
Florida
$1.67M

TFSL Hedge Fund Activity: Q4 2024 in Review

175 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2024, worth a combined $349M — down 0.5% from $350M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TFSL positions and 19 closed out — a net gain of 13 holders — while 70 added to existing stakes and 50 trimmed.

The largest buyer was State Street, adding an estimated $3.88M. The largest seller was Brandywine Global Investment Management, exiting entirely with an estimated $6.52M sold.

  • 175 institutional investors held TFS Financial (TFSL) as of Q4 2024, up from 166 in Q3 2024.
  • Funds reported $349M of TFS Financial stock for Q4 2024, down 0.5% quarter-over-quarter.
  • 32 funds opened new TFS Financial positions in Q4 2024 and 19 closed out, a net change of +13 holders.
  • The largest TFS Financial buyer in Q4 2024 was State Street, an estimated $3.88M added.
  • The largest TFS Financial seller in Q4 2024 was Brandywine Global Investment Management, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2024.