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TotalEnergies
TTE

744 hedge funds and large institutions have $11B invested in TotalEnergies in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 227 increasing their positions, 277 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $117M | Put options by funds: $65.1M

70% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 63

5% more funds holding

Funds holding: 711 → 744 (+33)

2% more capital invested

Capital invested by funds: $10.8B → $11B (+$169M)

0.04% less ownership

Funds ownership: 6.81% → 6.77% (-0.04%)

18% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 277

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
744
Holders Change
+33
Holders Change %
+4.64%
% of All Funds
10.85%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
107
Increased
227
Reduced
277
Closed
63
Calls
$117M
Puts
$65.1M
Net Calls
+$51.9M
Net Calls Change
-$36M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$434M
2
IAIM
International Assets Investment Management
Florida
+$33.1M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$30.1M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$25.3M
5
CGA
Compound Global Advisors
Washington
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$123M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$67.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.3M
4
American Century Companies
American Century Companies
Missouri
-$39.2M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
726
Harbor Investment Advisory
Maryland
$3.03K – – –
IPW
727
Impact Partnership Wealth
Georgia
$2.76K – – –
BHWM
728
Beaird Harris Wealth Management
Texas
$2.7K +$2.67K +40 New
HWM
729
HighMark Wealth Management
Minnesota
$2.69K -$467 -7 -15%
RIM
730
Rockbridge Investment Management
New York
$2.36K +$2.33K +35 New
DF
731
DecisionPoint Financial
Arizona
$2.22K +$2.2K +33 New
OC
732
Oakworth Capital
Alabama
$2.22K +$2.2K +33 New
AIC
733
Archer Investment Corporation
Indiana
$2.02K – – –
NCM
734
Northwest Capital Management
Oregon
$2.02K – – –
TCOV
735
Trust Company of Vermont
Vermont
$2.02K +$2K +30 New
CAM
736
ClariVest Asset Management
California
$2.01K +$2K +30 New
CJ
737
Caitlin John
Michigan
$1.64K +$1.6K +24 New
EWM
738
Evermay Wealth Management
Virginia
$1.62K – – –
IHWM
739
Iron Horse Wealth Management
Iowa
$1.42K – – –
HI
740
Horizon Investments
North Carolina
$1.35K -$1.63M -24,379 -100%
MFA
741
McClarren Financial Advisors
Pennsylvania
$1K – – –
CPG
742
Cornerstone Planning Group
New Jersey
$876 -$1.13K -17 -57%
BWM
743
Baystate Wealth Management
Massachusetts
$472 +$467 +7 New
EC
744
Elequin Capital
New York
$67 – – –
Optiver Holding
745
Optiver Holding
Netherlands
– -$33.9M -508,101 Closed
OMC
746
Old Mission Capital
Illinois
– -$16.1M -244,725 Closed
SC
747
Sagefield Capital
Texas
– -$6.91M -105,152 Closed
AI
748
Atria Investments
North Carolina
– -$5.97M -90,714 Closed
Gates Foundation Trust
749
Gates Foundation Trust
Washington
– -$2.53M -38,500 Closed
LCGC
750
Legacy Capital Group California
California
– -$1.09M -16,619 Closed
28 29
30
31 32

TTE Hedge Fund Activity: Q4 2023 in Review

744 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TotalEnergies (TTE) for Q4 2023, worth a combined $11B — up 1.6% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new TTE positions and 63 closed out — a net gain of 44 holders — while 227 added to existing stakes and 277 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $434M. The largest seller was Wellington Management Group, cutting an estimated $123M.

  • 744 institutional investors held TotalEnergies (TTE) as of Q4 2023, up from 711 in Q3 2023.
  • Funds reported $11B of TotalEnergies stock for Q4 2023, up 1.6% quarter-over-quarter.
  • 107 funds opened new TotalEnergies positions in Q4 2023 and 63 closed out, a net change of +44 holders.
  • The largest TotalEnergies buyer in Q4 2023 was Morgan Stanley, an estimated $434M added.
  • The largest TotalEnergies seller in Q4 2023 was Wellington Management Group, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2023.