Truist Financial Corp Series O Preferred Stock
TFC.PRO
3 hedge funds and large institutions have $643K invested in Truist Financial Corp Series O Preferred Stock in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 3 → 3 (0)
0.32% less ownership
Funds ownership: 0.44% → 0.12% (-0.32%)
45% less capital inflows, than outflows
Capital inflows: $606K | Capital outflows: $1.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Whalerock Point Partners
Providence,
Rhode Island
|
+$560K |
| 2 |
Thompson Investment Management
Madison,
Wisconsin
|
+$46.6K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$47 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$1.11M |
TFC.PRO Hedge Fund Activity: Q1 2024 in Review
3 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Truist Financial Corp Series O Preferred Stock (TFC.PRO) for Q1 2024, worth a combined $643K — down 71% from $2.25M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TFC.PRO positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Whalerock Point Partners, opening a new position worth an estimated $560K. The largest seller was Bartlett & Co Wealth Management, exiting entirely with an estimated $1.11M sold.
- 3 institutional investors held Truist Financial Corp Series O Preferred Stock (TFC.PRO) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $643K of Truist Financial Corp Series O Preferred Stock stock for Q1 2024, down 71% quarter-over-quarter.
- 2 funds opened new Truist Financial Corp Series O Preferred Stock positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest Truist Financial Corp Series O Preferred Stock buyer in Q1 2024 was Whalerock Point Partners, an estimated $560K added.
- The largest Truist Financial Corp Series O Preferred Stock seller in Q1 2024 was Bartlett & Co Wealth Management, an estimated $1.11M sold.
Based on aggregated 13F filings for Q1 2024.