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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
JG
251
Jefferies Group
New York
$6.31M +$3.8M +78,665 +163%
QIM
252
Quantitative Investment Management
Virginia
$6.29M +$6.11M +126,600 New
Bank of Nova Scotia
253
Bank of Nova Scotia
Ontario, Canada
$6.25M -$1.57M -32,573 -21%
EIM
254
ExxonMobil Investment Management
Texas
$6.24M -$1.07M -22,127 -15%
ANTB
255
AMG National Trust Bank
Colorado
$6.23M +$203K +4,197 +3%
PA
256
Pinnacle Associates
New York
$6.22M +$443K +9,169 +8%
CFB
257
Cullen/Frost Bankers
Texas
$6.22M -$426K -8,823 -7%
O
258
OppenheimerFunds
New York
$6.21M +$1.07M +22,119 +22%
Mitsubishi UFJ Asset Management
259
Mitsubishi UFJ Asset Management
Japan
$6.18M +$123K +2,550 +2%
OIM
260
Opus Investment Management
Massachusetts
$6.12M
MLICM
261
Metropolitan Life Insurance Company (MetLife)
New York
$6.08M -$12.6M -261,602 -68%
RG
262
Rikoon Group
New Mexico
$6.04M -$14.5K -300 -0.2%
CCM
263
Cadence Capital Management
Massachusetts
$6M -$298K -6,177 -5%
AQR Capital Management
264
AQR Capital Management
Connecticut
$5.9M -$70.4M -1,458,746 -92%
Public Sector Pension Investment Board (PSP Investments)
265
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.89M +$3.62M +75,000 +173%
JMPWA
266
JP Morgan Private Wealth Advisors
California
$5.81M -$64.2K -1,329 -1%
AC
267
AFAM Capital
Texas
$5.8M -$7.19K -149 -0.1%
FWIA
268
Fort Washington Investment Advisors
Ohio
$5.8M -$38.6K -800 -0.7%
RP
269
Rowlandmiller & Partners
Georgia
$5.77M +$5.24M +108,546 +1,523%
AU
270
Algebris (UK)
United Kingdom
$5.68M +$5.51M +114,160 New
PFPT
271
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.64M +$60.2K +1,247 +1%
Loomis, Sayles & Company
272
Loomis, Sayles & Company
Massachusetts
$5.61M +$1.54M +31,860 +39%
Los Angeles Capital Management
273
Los Angeles Capital Management
California
$5.61M
SFS
274
Strategic Financial Services
New York
$5.59M -$45.9K -950 -0.8%
ABC
275
Associated Banc-Corp
Wisconsin
$5.51M -$61.7K -1,279 -1%

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.