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TotalEnergies

670 hedge funds and large institutions have $10.7B invested in TotalEnergies in 2022 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 219 increasing their positions, 216 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 48

33% more capital invested

Capital invested by funds: $8.1B → $10.7B (+$2.65B)

27% more call options, than puts

Call options by funds: $118M | Put options by funds: $92.8M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

10% more funds holding

Funds holding: 609670 (+61)

1% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 216

0.18% less ownership

Funds ownership: 6.66%6.48% (-0.18%)

Holders
670
Holders Change
+61
Holders Change %
+10.02%
% of All Funds
10.77%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
122
Increased
219
Reduced
216
Closed
48
Calls
$118M
Puts
$92.8M
Net Calls
+$25.1M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.45B +$13.5M +236,401 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.06B -$148M -2,585,126 -13%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$663M +$59.1M +1,036,132 +11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$641M -$16.2M -283,251 -3%
Bank of America
5
Bank of America
North Carolina
$505M +$57.1M +1,000,602 +14%
Wells Fargo
6
Wells Fargo
California
$447M +$20.8M +364,483 +5%
Morgan Stanley
7
Morgan Stanley
New York
$404M -$12M -210,870 -3%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$375M -$58.5M -1,024,739 -14%
Franklin Resources
9
Franklin Resources
California
$300M -$101M -1,776,380 -27%
AWA
10
Arete Wealth Advisors
Illinois
$226M +$208K +3,642 New
Capital International Investors
11
Capital International Investors
California
$225M +$58.8M +1,030,890 +40%
Ameriprise
12
Ameriprise
Minnesota
$221M -$9.22M -161,553 -4%
American Century Companies
13
American Century Companies
Missouri
$193M -$5.27M -92,259 -3%
RJA
14
Raymond James & Associates
Florida
$175M +$14M +244,943 +10%
JP Morgan Chase
15
JP Morgan Chase
New York
$169M +$5.61M +98,216 +4%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$149M -$17.1M -298,753 -11%
Aristotle Capital Management
17
Aristotle Capital Management
California
$148M +$3.52M +61,689 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$133M +$10M +175,344 +9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$133M +$13.8M +241,551 +13%
ClearBridge Investments
20
ClearBridge Investments
New York
$132M -$1.04M -18,162 -0.8%
Goldman Sachs
21
Goldman Sachs
New York
$118M -$31.2M -545,884 -22%
EIC
22
Equity Investment Corp
Georgia
$115M -$1.59M -27,911 -1%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$111M -$10.6M -186,528 -9%
Federated Hermes
24
Federated Hermes
Pennsylvania
$98.2M +$134K +2,340 +0.1%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$93.4M +$41.8M +733,100 +95%

TTE Hedge Fund Activity: Q4 2022 in Review

670 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TotalEnergies (TTE) for Q4 2022, worth a combined $10.7B — up 33% from $8.1B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new TTE positions and 48 closed out — a net gain of 74 holders — while 219 added to existing stakes and 216 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $59.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $148M.

  • 670 institutional investors held TotalEnergies (TTE) as of Q4 2022, up from 609 in Q3 2022.
  • Funds reported $10.7B of TotalEnergies stock for Q4 2022, up 33% quarter-over-quarter.
  • 122 funds opened new TotalEnergies positions in Q4 2022 and 48 closed out, a net change of +74 holders.
  • The largest TotalEnergies buyer in Q4 2022 was Wellington Management Group, an estimated $59.1M added.
  • The largest TotalEnergies seller in Q4 2022 was T. Rowe Price Associates, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2022.