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TotalEnergies

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: 711744 (+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: 139 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.42B +$25.3M +379,198 +2%
Morgan Stanley
2
Morgan Stanley
New York
$847M +$434M +6,507,735 +107%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$832M -$734K -11,003 -0.1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$719M -$67.4M -1,011,449 -9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$624M -$123M -1,851,512 -17%
Bank of America
6
Bank of America
North Carolina
$506M -$15.7M -235,115 -3%
Wells Fargo
7
Wells Fargo
California
$466M +$4.69M +70,394 +1%
Capital International Investors
8
Capital International Investors
California
$318M +$5.73M +85,969 +2%
Federated Hermes
9
Federated Hermes
Pennsylvania
$269M -$19.8M -297,531 -7%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$256M -$47.3M -709,615 -16%
Ameriprise
11
Ameriprise
Minnesota
$221M -$24.1M -360,984 -10%
RJA
12
Raymond James & Associates
Florida
$189M +$464K +6,966 +0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$184M -$1.87M -28,091 -1%
Aristotle Capital Management
14
Aristotle Capital Management
California
$175M +$4.61M +69,121 +3%
Goldman Sachs
15
Goldman Sachs
New York
$175M +$5.78M +86,642 +3%
American Century Companies
16
American Century Companies
Missouri
$173M -$39.2M -588,389 -19%
JP Morgan Chase
17
JP Morgan Chase
New York
$167M +$2.33M +34,883 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$157M -$4.68M -70,154 -3%
Franklin Resources
19
Franklin Resources
California
$152M -$36.6M -548,236 -20%
ClearBridge Investments
20
ClearBridge Investments
New York
$135M +$6.49M +97,373 +5%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$134M +$30.1M +451,597 +29%
EIC
22
Equity Investment Corp
Georgia
$101M -$8.93M -133,949 -8%
BlackRock
23
BlackRock
New York
$92.8M +$6.38M +95,675 +7%
LPL Financial
24
LPL Financial
California
$88.1M +$1.57M +23,551 +2%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$84.9M -$37.7M -564,742 -31%

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.