TFI International
TFII
289 hedge funds and large institutions have $9.14B invested in TFI International in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 81 increasing their positions, 114 reducing their positions, and 28 closing their positions.
121% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 28
16% more capital invested
Capital invested by funds: $7.9B → $9.14B (+$1.24B)
13% more funds holding
Funds holding: 256 → 289 (+33)
0.15% more ownership
Funds ownership: 67.49% → 67.65% (+0.15%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
22% less call options, than puts
Call options by funds: $139M | Put options by funds: $178M
29% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$107M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$99.7M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$58.7M |
| 4 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$39.7M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$38.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$154M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$102M |
| 3 |
Morgan Stanley
New York
|
-$101M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$60.7M |
| 5 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
-$59M |
TFII Hedge Fund Activity: Q1 2024 in Review
289 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TFI International (TFII) for Q1 2024, worth a combined $9.14B — up 16% from $7.9B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new TFII positions and 28 closed out — a net gain of 34 holders — while 81 added to existing stakes and 114 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $107M. The largest seller was Capital International Investors, cutting an estimated $154M.
- 289 institutional investors held TFI International (TFII) as of Q1 2024, up from 256 in Q4 2023.
- Funds reported $9.14B of TFI International stock for Q1 2024, up 16% quarter-over-quarter.
- 62 funds opened new TFI International positions in Q1 2024 and 28 closed out, a net change of +34 holders.
- The largest TFI International buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $107M added.
- The largest TFI International seller in Q1 2024 was Capital International Investors, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2024.