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Truist Financial

629 hedge funds and large institutions have $13.7B invested in Truist Financial in 2013 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 250 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $131M | Put options by funds: $84.3M

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

1% more funds holding

Funds holding: 620629 (+9)

7% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 233

2% more capital invested

Capital invested by funds: $13.5B → $13.7B (+$233M)

0.94% more ownership

Funds ownership: 56.66%57.59% (+0.94%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
629
Holders Change
+9
Holders Change %
+1.45%
% of All Funds
20.39%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.42%
New
59
Increased
250
Reduced
233
Closed
47
Calls
$131M
Puts
$84.3M
Net Calls
+$46.8M
Net Calls Change
-$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
226
Bar Harbor Trust Services
Maine
$4.63M +$171K +4,890 +4%
ABC
227
Associated Banc-Corp
Wisconsin
$4.62M -$259K -7,412 -5%
CIP
228
Chartwell Investment Partners
Pennsylvania
$4.58M +$229K +6,545 +5%
BCM
229
Buckhead Capital Management
Georgia
$4.54M -$11.9K -340 -0.3%
ECM
230
Estabrook Capital Management
New York
$4.53M -$381K -10,920 -8%
WFM
231
Wilmington Funds Management
Delaware
$4.51M -$262K -7,505 -5%
MSA
232
Mason Street Advisors
Wisconsin
$4.48M -$535K -15,324 -10%
PSI
233
Pinnacle Summer Investments
Virginia
$4.47M
RCM
234
Riverhead Capital Management
Delaware
$4.41M -$150K -4,300 -3%
BII
235
Bainco International Investors
Massachusetts
$4.37M -$50.6K -1,450 -1%
NRS
236
Neville Rodie & Shaw
New York
$4.35M +$121K +3,460 +3%
WAM
237
World Asset Management
Michigan
$4.32M -$511K -14,620 -10%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$4.25M +$1.59M +45,659 +57%
State of Tennessee, Department of Treasury
239
State of Tennessee, Department of Treasury
Tennessee
$4.22M +$4.37M +125,100 New
URS
240
Utah Retirement Systems
Utah
$4.22M -$38.4K -1,100 -0.9%
TBA
241
Tower Bridge Advisors
Pennsylvania
$4.19M +$240K +6,884 +6%
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$4.15M +$130K +3,721 +3%
DCM
243
Decade Capital Management
New York
$4.09M +$4.23M +121,259 New
TRSOTSOK
244
Teachers Retirement System of the State of Kentucky
Kentucky
$4.02M -$304K -8,700 -7%
PP
245
Palladium Partners
Virginia
$4.01M -$78.6K -2,250 -2%
CAM
246
Capstone Asset Management
Texas
$3.93M +$98.2K +2,811 +2%
DAM
247
Davis Asset Management
California
$3.92M
FIB
248
First Interstate Bank
Montana
$3.88M +$77.9K +2,230 +2%
SLF
249
Sun Life Financial
Ontario, Canada
$3.83M -$210K -6,017 -5%
BF
250
BOK Financial
Oklahoma
$3.82M +$87.2K +2,496 +2%

TFC Hedge Fund Activity: Q3 2013 in Review

629 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2013, worth a combined $13.7B — up 1.7% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new TFC positions and 47 closed out — a net gain of 12 holders — while 250 added to existing stakes and 233 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $109M. The largest seller was JP Morgan Chase, cutting an estimated $57.6M.

  • 629 institutional investors held Truist Financial (TFC) as of Q3 2013, up from 620 in Q2 2013.
  • Funds reported $13.7B of Truist Financial stock for Q3 2013, up 1.7% quarter-over-quarter.
  • 59 funds opened new Truist Financial positions in Q3 2013 and 47 closed out, a net change of +12 holders.
  • The largest Truist Financial buyer in Q3 2013 was Amundi Asset Management US, an estimated $109M added.
  • The largest Truist Financial seller in Q3 2013 was JP Morgan Chase, an estimated $57.6M sold.

Based on aggregated 13F filings for Q3 2013.