TFI International
TFII
290 hedge funds and large institutions have $8B invested in TFI International in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 95 reducing their positions, and 22 closing their positions.
91% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 22
51% more call options, than puts
Call options by funds: $18.2M | Put options by funds: $12M
7% more funds holding
Funds holding: 272 → 290 (+18)
7% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 95
0.33% more ownership
Funds ownership: 68.67% → 69% (+0.33%)
5% less capital invested
Capital invested by funds: $8.43B → $8B (-$426M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$162M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$110M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$79.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$35.4M |
| 5 |
QI
QV Investors
Calgary,
Alberta, Canada
|
+$32.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$250M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$55.9M |
| 3 |
Goldman Sachs
New York
|
-$41.7M |
| 4 |
CII
Capital International Inc
Los Angeles,
California
|
-$40.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$19.7M |
TFII Hedge Fund Activity: Q3 2024 in Review
290 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in TFI International (TFII) for Q3 2024, worth a combined $8B — down 5.1% from $8.43B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new TFII positions and 22 closed out — a net gain of 20 holders — while 102 added to existing stakes and 95 trimmed.
The largest buyer was Fidelity International, adding an estimated $162M. The largest seller was Capital International Investors, cutting an estimated $250M.
- 290 institutional investors held TFI International (TFII) as of Q3 2024, up from 272 in Q2 2024.
- Funds reported $8B of TFI International stock for Q3 2024, down 5.1% quarter-over-quarter.
- 42 funds opened new TFI International positions in Q3 2024 and 22 closed out, a net change of +20 holders.
- The largest TFI International buyer in Q3 2024 was Fidelity International, an estimated $162M added.
- The largest TFI International seller in Q3 2024 was Capital International Investors, an estimated $250M sold.
Based on aggregated 13F filings for Q3 2024.