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Truist Financial

983 hedge funds and large institutions have $24.8B invested in Truist Financial in 2017 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 332 increasing their positions, 338 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 41

18% more call options, than puts

Call options by funds: $201M | Put options by funds: $170M

12% more funds holding

Funds holding: 880983 (+103)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1% more capital invested

Capital invested by funds: $24.4B → $24.8B (+$318M)

2% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 338

1.34% less ownership

Funds ownership: 64.48%63.14% (-1.3%)

Holders
983
Holders Change
+103
Holders Change %
+11.7%
% of All Funds
22.3%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
156
Increased
332
Reduced
338
Closed
41
Calls
$201M
Puts
$170M
Net Calls
+$30.5M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CDH
226
Charles D. Hyman
$7.54M -$94.1K -1,950 -1%
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$7.5M +$7.53K +156 +0.1%
ZIG
228
Zurich Insurance Group
Switzerland
$7.5M +$704K +14,584 +11%
ELI
229
Empire Life Investments
Ontario, Canada
$7.47M +$55.8K +1,155 +0.8%
SCA
230
Stonebridge Capital Advisors
Minnesota
$7.45M +$166K +3,433 +2%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$7.41M +$396K +8,200 +6%
SCM
232
SKBA Capital Management
California
$7.33M -$33.8K -700 -0.5%
BF
233
BOK Financial
Oklahoma
$7.32M +$2.55M +52,825 +56%
URS
234
Utah Retirement Systems
Utah
$7.28M -$106K -2,200 -1%
CTA
235
Colonial Trust Advisors
South Carolina
$7.26M +$1.93M +39,893 +38%
PP
236
Palladium Partners
Virginia
$7.22M +$1.05M +21,836 +18%
WB
237
WesBanco Bank
West Virginia
$7.21M -$3.66M -75,900 -34%
LG
238
LaFleur & Godfrey
Michigan
$7.07M -$128K -2,645 -2%
MWAC
239
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.01M -$23.8K -494 -0.3%
FWCM
240
Ferguson Wellman Capital Management
Oregon
$6.97M +$217K +4,503 +3%
SBWIC
241
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.93M +$33.8K +700 +0.5%
MNG
242
Manning & Napier Group
New York
$6.9M +$6.7M +138,872 New
PSUF
243
People's United Financial
Connecticut
$6.88M -$601K -12,451 -8%
Nomura Asset Management
244
Nomura Asset Management
Japan
$6.83M +$43.8K +908 +0.7%
OCM
245
Oakwood Capital Management
California
$6.56M -$96.1K -1,990 -1%
NEI
246
Northwest & Ethical Investments
Ontario, Canada
$6.54M -$839K -17,382 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
247
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.48M +$4.3M +89,100 +216%
SW
248
SVB Wealth
Massachusetts
$6.48M -$38.1K -789 -0.6%
OC
249
Oppenheimer & Co
New York
$6.45M +$1.24M +25,680 +25%
PP
250
Paloma Partners
Connecticut
$6.4M +$4.14M +85,826 +200%

TFC Hedge Fund Activity: Q4 2017 in Review

983 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2017, worth a combined $24.8B — up 1.3% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new TFC positions and 41 closed out — a net gain of 115 holders — while 332 added to existing stakes and 338 trimmed.

The largest buyer was Bank of America, adding an estimated $237M. The largest seller was Capital Research Global Investors, cutting an estimated $1.09B.

  • 983 institutional investors held Truist Financial (TFC) as of Q4 2017, up from 880 in Q3 2017.
  • Funds reported $24.8B of Truist Financial stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 156 funds opened new Truist Financial positions in Q4 2017 and 41 closed out, a net change of +115 holders.
  • The largest Truist Financial buyer in Q4 2017 was Bank of America, an estimated $237M added.
  • The largest Truist Financial seller in Q4 2017 was Capital Research Global Investors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q4 2017.