Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Totalenergies Se (TTFNF)

989 + 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
↑ +197
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — TTFNF

Based on 999 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TTFNF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
999 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 — +33200% more funds vs a year ago

fund count last 6Q
+996 new funds entered over the past year (+33200% 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.
🟢

More buyers than sellers — 62% buying

585 buying361 selling
Last quarter: 585 funds were net buyers (273 opened a brand new position + 312 added to an existing one). Only 361 were sellers (285 trimmed + 76 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-527 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 1 → 0 → 800 → 273. 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 — 97% entered in last year

■ 1% conviction (2yr+) ■ 2% medium ■ 97% new
Only 8 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.
💰

Value +78% but shares only +29% — price-driven

Value
+77%
Shares
+28%
Last quarter: the total dollar value of institutional holdings rose +78%, but actual share count only changed +29%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

0 → 1 → 0 → 800 → 273 new funds/Q
New funds entering each quarter: 1 → 0 → 800 → 273. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new
Of 1,034 current holders: 1,015 (98%) entered in the past year, only 18 (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 — 64% AUM from top-100 funds

64% from top-100 AUM funds
57 of 991 holders are among the 100 largest funds by AUM, controlling 64% 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 Q1, 585 hedge funds were net buyers of TTFNF (273 opened a new position, 312 added to an existing one), while 361 reduced or exited (285 trimmed, 76 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 64% of total institutional value in TTFNF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +197 funds (more new holders than closures). Total institutional holders: 999.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 23 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: TTFNF
989 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 989 802 23.32%
13F Shares 982M 769M 27.61%
Total Value $87.08B $49.48B 75.97%
New Positions 269 800 -531
Increased Positions 304 2 +302
Closed Positions 82 1 +81
Reduced Positions 269 0 +269
Total Calls 21 21 -
Total Puts 20 16 25.0%
PUT/CALL Ratio 0.95 0.76 Neutral

Statistics: TTFNF

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Institutional Holders (2026 Q1)

989 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Caisse Des Depots Et Consignations 46.69% 30,368,297 $2.83B
2 Haven Global Partners, LLC 19.85% 226,388 $21.1M
3 Dnca Finance 17.59% 3,244,946 $307.3M
4 Thornburg Investment Management Inc 11.31% 11,660,983 $1.09B
5 SIH Partners, LLLP 10.59% 8,818,130 $802.3M
6 Altrinsic Global Advisors LLC 10.20% 3,056,000 $284.9M
7 Groupe la Francaise 9.37% 7,617,900 $683.2M
8 Banque de Luxembourg S.A. 7.63% 157,800 $14.8M
9 swisspartners Advisors Ltd 6.51% 111,580 $10.4M
10 DJE Kapital AG 6.26% 3,052,518 $282.5M
11 SIH Partners, LLLP 6.16% 5,128,298 $466.6M
12 Axa S.A. 6.14% 194,661 $15.8M
13 Amundi 5.14% 207,395,270 $18.87B
14 ARGA Investment Management, LP 3.65% 1,187,329 $111.1M
15 Drum Hill Capital, LLC 3.56% 42,628 $3.9M
16 Banco Santander, S.A. 3.06% 4,224,880 $379.3M
17 Equity Investment Corp 3.05% 1,712,911 $155.8M
18 Edmond de Rothschild Holding S.A. 2.98% 2,215,948 $206.2M
19 Nicola Wealth Management LTD. 2.89% 257,000 $24.0M
20 Capital International, Inc./CA/ 2.65% 3,723,180 $343.6M
21 Altrius Capital Management Inc 2.62% 144,974 $13.2M
22 ANTIPODES PARTNERS Ltd 2.57% 1,430,216 $133.3M
23 Allied Investment Advisors, LLC 2.49% 191,081 $17.4M
24 Bank Pictet & Cie (Europe) AG 2.47% 1,240,847 $115.7M
25 Townsend & Associates, Inc 2.46% 318,410 $28.5M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TTFNF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TTFNF?

More buyers than sellers — 62% buying: Last quarter: 585 funds were net buyers (273 opened a brand new position + 312 added to an existing one). Only 361 were sellers (285 trimmed + 76 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TTFNF holders?

Elite ownership — 64% AUM from top-100 funds: 57 of 991 holders are among the 100 largest funds by AUM, controlling 64% 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 — 97% entered in last year: Only 8 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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