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Truist Financial

881 hedge funds and large institutions have $24.4B invested in Truist Financial in 2017 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 310 increasing their positions, 347 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 60

2% more capital invested

Capital invested by funds: $23.9B → $24.4B (+$568M)

1% more funds holding

Funds holding: 875881 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.36% less ownership

Funds ownership: 64.83%64.48% (-0.36%)

5% less call options, than puts

Call options by funds: $174M | Put options by funds: $183M

11% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 347

Holders
881
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
21.96%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
75
Increased
310
Reduced
347
Closed
60
Calls
$174M
Puts
$183M
Net Calls
-$8.61M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
226
Utah Retirement Systems
Utah
$6.98M +$9.19K +200 +0.1%
SCM
227
SKBA Capital Management
California
$6.96M +$59.8K +1,300 +0.9%
EIM
228
ExxonMobil Investment Management
Texas
$6.93M -$378K -8,213 -5%
SCA
229
Stonebridge Capital Advisors
Minnesota
$6.87M +$213K +4,634 +3%
Rafferty Asset Management
230
Rafferty Asset Management
New York
$6.8M +$1.13M +24,609 +20%
LG
231
LaFleur & Godfrey
Michigan
$6.79M -$428K -9,305 -6%
Skandinaviska Enskilda Banken (SEB)
232
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.73M +$96.5K +2,100 +1%
MWAC
233
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.64M -$1.4M -30,399 -18%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$6.61M -$239K -5,206 -4%
LPL Financial
235
LPL Financial
California
$6.61M +$452K +9,842 +8%
SBWIC
236
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.51M +$18.4K +400 +0.3%
NI
237
Numeric Investors
Massachusetts
$6.43M +$4.12M +89,700 +189%
Nomura Asset Management
238
Nomura Asset Management
Japan
$6.41M -$46K -1,000 -0.7%
ZIG
239
Zurich Insurance Group
Switzerland
$6.39M -$220K -4,789 -3%
FWCM
240
Ferguson Wellman Capital Management
Oregon
$6.37M +$3.83M +83,375 +159%
OCM
241
Oakwood Capital Management
California
$6.29M -$74.2K -1,615 -1%
CFB
242
Cullen/Frost Bankers
Texas
$6.29M +$217K +4,720 +4%
MSV
243
MN Services Vermogensbeheer
Netherlands
$6.28M +$120K +2,600 +2%
Assenagon Asset Management
244
Assenagon Asset Management
Luxembourg
$6.25M +$5.12M +111,459 +514%
SW
245
SVB Wealth
Massachusetts
$6.15M -$1.03M -22,392 -15%
CCM
246
Cadence Capital Management
Massachusetts
$5.95M -$128K -2,789 -2%
PP
247
Palladium Partners
Virginia
$5.79M -$367K -7,985 -6%
OIM
248
Opus Investment Management
Massachusetts
$5.78M
RG
249
Rikoon Group
New Mexico
$5.72M -$6.9K -150 -0.1%
ANTB
250
AMG National Trust Bank
Colorado
$5.68M +$420K +9,130 +8%

TFC Hedge Fund Activity: Q3 2017 in Review

881 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2017, worth a combined $24.4B — up 2.4% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new TFC positions and 60 closed out — a net gain of 15 holders — while 310 added to existing stakes and 347 trimmed.

The largest buyer was Bank of America, adding an estimated $219M. The largest seller was Capital International Investors, cutting an estimated $191M.

  • 881 institutional investors held Truist Financial (TFC) as of Q3 2017, up from 875 in Q2 2017.
  • Funds reported $24.4B of Truist Financial stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 75 funds opened new Truist Financial positions in Q3 2017 and 60 closed out, a net change of +15 holders.
  • The largest Truist Financial buyer in Q3 2017 was Bank of America, an estimated $219M added.
  • The largest Truist Financial seller in Q3 2017 was Capital International Investors, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2017.