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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
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$3.82M +$1.73M +49,484 +78%
Nomura Holdings
252
Nomura Holdings
Japan
$3.78M +$1.41M +40,243 +56%
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$3.72M +$2.88M +82,331 +296%
BSA
254
Braun Stacey Associates
New York
$3.7M +$501K +14,345 +15%
IMOV
255
Investment Management of Virginia
Virginia
$3.69M -$62.7K -1,795 -2%
PA
256
Pinnacle Associates
New York
$3.64M -$18.5K -530 -0.5%
GI
257
GLG Inc
New York
$3.61M
AIA
258
Arbor Investment Advisors
North Carolina
$3.57M -$1.56M -44,754 -30%
CDH
259
Charles D. Hyman
$3.5M +$932K +26,700 +35%
Nomura Asset Management
260
Nomura Asset Management
Japan
$3.49M -$1.45M -41,412 -29%
GIM
261
Goelzer Investment Management
Indiana
$3.41M -$3.1M -88,913 -47%
BBHC
262
Brown Brothers Harriman & Co
New York
$3.38M -$105K -2,999 -3%
ERSOT
263
Employees Retirement System of Texas
Texas
$3.34M -$2.55M -73,000 -42%
OPERF
264
Oregon Public Employees Retirement Fund
Oregon
$3.31M +$48.9K +1,399 +1%
PRC
265
Platte River Capital
Colorado
$3.3M -$507K -14,510 -13%
RJFSA
266
Raymond James Financial Services Advisors
Florida
$3.3M -$573K -16,418 -14%
PLFAM
267
Pineno Levin & Ford Asset Management
Virginia
$3.24M +$7.72K +221 +0.2%
ANI
268
American National Insurance
Texas
$3.22M
AHS
269
Aspiriant Holdings S3
California
$3.18M +$82K +2,347 +3%
WSA
270
Willow Street Advisors
Florida
$3.16M +$1.06M +30,460 +48%
FBP
271
Flippin Bruce & Porter
Virginia
$3.12M -$65.2K -1,868 -2%
CTA
272
Colonial Trust Advisors
South Carolina
$3.12M +$848K +24,292 +36%
PSUF
273
People's United Financial
Connecticut
$3.06M +$1.55M +44,257 +95%
SBWIC
274
Schaper Benz & Wise Investment Counsel
Wisconsin
$3M
WIM
275
Waverton Investment Management
United Kingdom
$2.95M +$3.05M +87,320 New

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.