TFI International
TFII
272 hedge funds and large institutions have $8.43B invested in TFI International in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 115 reducing their positions, and 43 closing their positions.
97% more call options, than puts
Call options by funds: $34.8M | Put options by funds: $17.7M
1.02% more ownership
Funds ownership: 67.65% → 68.67% (+1%)
6% less funds holding
Funds holding: 289 → 272 (-17)
8% less capital invested
Capital invested by funds: $9.14B → $8.43B (-$714M)
22% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 115
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
30% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$227M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$212M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$105M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$80.9M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$156M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$69.2M |
| 3 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$55.5M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$54.9M |
| 5 |
QI
QV Investors
Calgary,
Alberta, Canada
|
-$42.8M |
TFII Hedge Fund Activity: Q2 2024 in Review
272 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TFI International (TFII) for Q2 2024, worth a combined $8.43B — down 7.8% from $9.14B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of TFII and 30 opened new positions — a net loss of 13 holders — while 115 trimmed existing stakes and 90 added.
The largest buyer was Wellington Management Group, adding an estimated $227M. The largest seller was Capital International Investors, cutting an estimated $156M.
- 272 institutional investors held TFI International (TFII) as of Q2 2024, down from 289 in Q1 2024.
- Funds reported $8.43B of TFI International stock for Q2 2024, down 7.8% quarter-over-quarter.
- 30 funds opened new TFI International positions in Q2 2024 and 43 closed out, a net change of -13 holders.
- The largest TFI International buyer in Q2 2024 was Wellington Management Group, an estimated $227M added.
- The largest TFI International seller in Q2 2024 was Capital International Investors, an estimated $156M sold.
Based on aggregated 13F filings for Q2 2024.