TFI International
TFII
171 hedge funds and large institutions have $5.01B invested in TFI International in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 28 closing their positions.
34% more capital invested
Capital invested by funds: $3.75B → $5.01B (+$1.26B)
5.11% more ownership
Funds ownership: 52.94% → 58.05% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3% less funds holding
Funds holding: 176 → 171 (-5)
14% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 28
19% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 74
88% less call options, than puts
Call options by funds: $246K | Put options by funds: $2.09M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$519M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$61.9M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$52.4M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$36.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$44.5M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$39.5M |
| 3 |
SAM
Scopus Asset Management
New York
|
-$34.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$21.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$20.5M |
TFII Hedge Fund Activity: Q2 2021 in Review
171 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in TFI International (TFII) for Q2 2021, worth a combined $5.01B — up 34% from $3.75B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of TFII and 24 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 60 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $519M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $44.5M.
- 171 institutional investors held TFI International (TFII) as of Q2 2021, down from 176 in Q1 2021.
- Funds reported $5.01B of TFI International stock for Q2 2021, up 34% quarter-over-quarter.
- 24 funds opened new TFI International positions in Q2 2021 and 28 closed out, a net change of -4 holders.
- The largest TFI International buyer in Q2 2021 was Capital Research Global Investors, an estimated $519M added.
- The largest TFI International seller in Q2 2021 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $44.5M sold.
Based on aggregated 13F filings for Q2 2021.