We are live on ! Find out more
CH

Chris Hohn TCI Fund Management

AUM $52.8B
1-Year Est. Return 12.71%
 

Sir Chris Hohn is the founder of TCI Fund Management, a London-based firm known for concentrated, long-term equity portfolios and occasional activism. TCI’s process emphasizes high-quality businesses with durable competitive advantages, often held for years. Hohn is also known for philanthropy through the Children’s Investment Fund Foundation, which supports health, education, and climate initiatives.

This Fund
S&P 500
This Quarter Est. Return
+3.75%
1 Year Est. Return
+12.71%
3 Year Est. Return
+82.91%
5 Year Est. Return
+92.54%
10 Year Est. Return
+623.16%
AUM
$4.98B
AUM Growth
-$97.8M
Cap. Flow
-$267M
Cap. Flow %
-5.35%
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
–
Reduced
5
Closed
–

Top Buys

Rank Stock Value
1
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$80.7M

Top Sells

Rank Stock Value
1
AXP icon
American Express
AXP
+$94.9M
2
MCO icon
Moody's
MCO
+$82.8M
3
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$67.9M
4
BIDU icon
Baidu
BIDU
+$56.1M
5
CMCSA icon
Comcast
CMCSA
+$45.4M

Sector Composition

Rank Sector Weight
1 Communication Services 87.74%
2 Financials 10.55%
3 Utilities 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TWC
1
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$3.01B 60.51%
16,233,532
-366,255
-2% -$67.9M
CMCSA icon
2
Comcast
CMCSA
$92.9B
$1.14B 22.81%
40,252,320
-1,508,000
-4% -$45.4M
MCO icon
3
Moody's
MCO
$84B
$308M 6.18%
3,067,555
-826,549
-21% -$82.8M
BIDU icon
4
Baidu
BIDU
$35.2B
$220M 4.41%
1,161,833
-304,393
-21% -$56.1M
AXP icon
5
American Express
AXP
$231B
$190M 3.81%
2,725,004
-1,304,788
-32% -$94.9M
AY
6
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
$85.3M 1.71%
+4,422,584
New +$80.7M
OSG
7
Octave Specialty Group
OSG
$221M
$28M 0.56%
1,985,785
– –

Similar funds

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Chris Hohn's Q4 2015 Portfolio in Review

As of Q4 2015, Chris Hohn held 7 positions worth $4.98B, down 1.9% from $5.08B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Chris Hohn withdrew a net $267M in Q4 2015, reducing 5 holdings. Its largest reduction was American Express, cutting an estimated $94.9M.

By sector, the portfolio is most concentrated in Communication Services at 88% of assets, up from 86% a quarter earlier, followed by Financials and Utilities.

Against the trend, Chris Hohn opened a new position in Atlantica Sustainable Infrastructure plc Ordinary Shares worth $85.3M.

  • Chris Hohn's largest Q4 2015 buy was Atlantica Sustainable Infrastructure plc Ordinary Shares: 4,422,584 shares worth $85.3M.
  • Chris Hohn's biggest Q4 2015 reduction was American Express, cutting an estimated $94.9M.
  • Chris Hohn's ten largest holdings make up 100% of its $4.98B portfolio in Q4 2015.
  • Chris Hohn opened 1 new position and closed 0 in Q4 2015.
  • Chris Hohn's portfolio value fell 1.9% quarter-over-quarter to $4.98B.

Based on TCI Fund Management's 13F filing for Q4 2015, filed 11 Feb 2016.