Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Totalenergies Se (TTFNF)

982 + Investors. Track Smart Money conviction in TTFNF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — TTFNF

Based on 998 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TTFNF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
998 hedge funds hold TTFNF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24850% more funds vs a year ago

fund count last 6Q
+994 new funds entered over the past year (+24850% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

466 buying474 selling
Last quarter: 466 funds bought or added vs 474 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-166 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 802 → 274 → 108. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 96% entered in last year

■ 1% conviction (2yr+) ■ 3% medium ■ 96% new
Only 14 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +7%, value -9%

Value
-8%
Shares
+7%
Last quarter: funds added +7% more shares while total portfolio value only changed -9%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

1 → 0 → 802 → 274 → 108 new funds/Q
New funds entering each quarter: 0 → 802 → 274 → 108. TTFNF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new
Of 1,030 current holders: 1,013 (98%) entered in the past year, only 16 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
57 of 993 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in TTFNF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TTFNF

In 2026 Q2, 466 hedge funds were net buyers of TTFNF (108 opened a new position, 358 added to an existing one), while 474 reduced or exited (363 trimmed, 111 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 66% of total institutional value in TTFNF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 998.

Hedge Fund Ownership: TTFNF

How many hedge funds hold TTFNF — quarterly history vs. share price
Quarterly hedge fund ownership of TTFNF vs. share price

Market Analysis: TTFNF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TTFNF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 9 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: TTFNF
982 + Investors

Track Smart Money conviction in TTFNF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 982 1001 -1.9%
13F Shares 1.06B 990M 6.64%
Total Value $79.55B $87.85B -9.44%
New Positions 105 274 -169
Increased Positions 345 306 +39
Closed Positions 119 76 +43
Reduced Positions 353 274 +79
Total Calls 20 22 -9.09%
Total Puts 17 21 -19.05%
PUT/CALL Ratio 0.85 0.95 Neutral

Statistics: TTFNF

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Institutional Holders (2026 Q2)

982 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TTFNF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TTFNF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Caisse Des Depots Et Consignations 39.95% 30,368,297 $2.36B
2 Haven Global Partners, LLC 13.86% 232,502 $18.1M
3 Dnca Finance 12.34% 3,274,674 $254.7M
4 Thornburg Investment Management Inc 8.79% 11,828,205 $919.0M
5 Altrinsic Global Advisors LLC 8.54% 2,991,355 $232.7M
6 Axa S.A. 7.05% 83,339 $6.5M
7 Groupe la Francaise 6.15% 6,796,785 $511.2M
8 swisspartners Advisors Ltd 5.87% 112,205 $8.7M
9 Banque de Luxembourg S.A. 5.52% 150,433 $11.7M
10 SIH Partners, LLLP 4.61% 9,419,520 $732.5M
11 Amundi 3.88% 206,119,140 $16.03B
12 Drum Hill Capital, LLC 3.37% 42,446 $3.3M
13 SIH Partners, LLLP 2.72% 5,552,984 $431.8M
14 Equity Investment Corp 2.68% 1,806,067 $140.4M
15 Banco Santander, S.A. 2.36% 4,871,156 $378.8M
16 Nicola Wealth Management LTD. 2.30% 257,000 $20.0M
17 Edmond de Rothschild Holding S.A. 2.24% 2,188,821 $169.7M
18 Townsend & Associates, Inc 2.19% 318,791 $25.8M
19 Altrius Capital Management Inc 1.91% 129,527 $10.1M
20 Allied Investment Advisors, LLC 1.88% 192,577 $15.0M
21 Bank Pictet & Cie (Europe) AG 1.87% 1,231,249 $95.8M
22 Martin Capital Partners, LLC 1.83% 64,147 $5.0M
23 LGT Group Foundation 1.81% 2,053,277 $159.5M
24 ANTIPODES PARTNERS Ltd 1.75% 1,225,885 $95.3M
25 Capital International, Inc./CA/ 1.75% 3,205,301 $249.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Totalenergies Se (TTFNF)

What does the Smart Money Trend signal show for TTFNF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TTFNF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TTFNF?

Slight buying edge — 50% buying: Last quarter: 466 funds bought or added vs 474 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TTFNF holders?

Elite ownership — 66% AUM from top-100 funds: 57 of 993 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in TTFNF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TTFNF?

Mostly new holders — 96% entered in last year: Only 14 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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