Divergence between large buyers and sellers signals uncertainty. Monitor for earnings or M&A catalysts that could resolve the debate. The 13F lag means positions may have already changed, but the Capital International sell-off may weigh on near-term sentiment.
Executive Summary
9 institutional buyers added $379.6M to TFI positions while 12 sellers trimmed $342.1M, resulting in a net inflow of ~$37.5M. Notable additions by Fidelity ($126M), Caisse de Depot ($81M) and Arrowstreet Capital ($112M) were offset by Capital International's $271M trim and near-exits from Citadel and Balyasny. The mixed activity suggests diverging views on TFI's valuation after a strong run.
Key Financial Metrics
Institutional Positions
Net institutional flow: $37.5M
▲ Buyers (9)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fil | ADD | +36.9% | $559.1M | $126.2M |
| Caisse De Depot Et Placement D | ADD | +28.3% | $463.6M | $81.2M |
| Arrowstreet Capital, Limited P | ADD | +41.4% | $112.1M | $112.1M |
| Marshall Wace | NEW | +100% | $11.9M | $11.9M |
▼ Sellers (12)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Capital International Investor | TRIM | -32.8% | $746.7M | -$271.0M |
| Balyasny Asset Management | NEAR_EXIT | -88% | $22.0M | -$19.5M |
| Citadel | NEAR_EXIT | -83.9% | $21.5M | -$18.2M |
Key Facts
- Fidelity (Fil) added $126.2M, increasing its stake 36.9% to $559.1M
- Caisse de Depot added $81.2M, growing position 28.3% to $463.6M
- Arrowstreet Capital added $112.1M (from $84K to $112.1M)
- Capital International trimmed $271.0M (-32.8%) to $475.7M
- Citadel nearly exited (-83.9%) and Balyasny nearly exited (-88.0%)
- Marshall Wace initiated a new $11.9M position
Financial Impact
Aggregate buying of $379.6M vs selling of $342.1M; net inflow ~$37.5M
Risk Factors
- Potential overhang from Capital International's reduced stake
- Smart money exits (Citadel, Balyasny) may signal near-term caution
- 13F reporting lag of up to 45 days means current positions may differ
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-TFII-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 27, 2026 9w ago | 6-K | $147.76 $134.18 | ▼ −9.19% | ▼ −12.57% | — |
Jun 29, 2026 13w ago | 6-K | $143.57 $145.87 | ▲ +1.60% | ▲ +2.63% | — |
Jun 15, 2026 15w ago | 6-K | $152.75 $149.25 | ▼ −2.29% | ▼ −2.49% | — |
Jun 12, 2026 16w ago | Institutional Cluster | $160.40 $147.64 | ▼ −7.96% | ▼ −9.73% | — |
Apr 27, 2026 22w ago | 6-K | $144.82 $150.92 | ▲ +4.21% | ▼ −1.26% | — |
Apr 27, 2026 22w ago | 6-K | $144.82 $150.92 | ▼ −4.21% | ▲ +1.26% | — |
Apr 27, 2026 22w ago | Press Release | $144.82 $150.92 | ▲ +4.21% | ▼ −1.26% | — |
Apr 20, 2026 23w ago | 6-K | $135.24 $142.40 | ▲ +5.29% | ▲ +0.38% | — |
Mar 30, 2026 26w ago | 6-K | $108.63 $141.98 | ▲ +30.70% | ▲ +21.28% | — |
Mar 30, 2026 26w ago | Press Release | $108.63 $141.98 | ▲ +30.70% | ▲ +21.28% | — |
US Market Status
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