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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
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$2.9M -$111K -3,189 -4%
Calamos Advisors
277
Calamos Advisors
Illinois
$2.87M
Janus Henderson Group
278
Janus Henderson Group
United Kingdom
$2.82M -$96.9K -2,775 -3%
HPC
279
HM Payson & Co
Maine
$2.79M -$60.2K -1,725 -2%
DC
280
Deere & Company
Illinois
$2.78M +$901K +25,805 +46%
CWP
281
Capital Wealth Planning
Florida
$2.77M +$768K +22,005 +37%
CCMINC
282
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.74M +$20.5K +588 +0.7%
PIM
283
Perkins Investment Management
Illinois
$2.65M +$140K +4,000 +5%
QCMC
284
Quantum Capital Management (California)
California
$2.64M +$104K +2,964 +4%
CAN
285
Cetera Advisor Networks
California
$2.63M -$74.4K -2,131 -3%
DG
286
Davidson & Garrard
Virginia
$2.62M +$10.1K +290 +0.4%
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
$2.57M +$33.5K +958 +1%
GIA
288
Gateway Investment Advisers
Ohio
$2.52M +$166K +4,740 +7%
AHB
289
Abner Herrman & Brock
New Jersey
$2.5M -$1.57M -45,029 -38%
AAM
290
Aberdeen Asset Management
United Kingdom
$2.5M -$213K -6,100 -8%
CFA
291
Carroll Financial Associates
North Carolina
$2.5M +$175 +5 +0%
Nordea Investment Management
292
Nordea Investment Management
Sweden
$2.48M +$40K +1,145 +2%
MOACM
293
Mutual of America Capital Management
New York
$2.46M -$1.32M -37,688 -34%
MCM
294
Munder Capital Management
Michigan
$2.46M -$42.6K -1,220 -2%
KBC Group
295
KBC Group
Belgium
$2.46M -$1.39M -39,685 -35%
ANBTV
296
American National Bank & Trust (Virginia)
Virginia
$2.45M +$50.6K +1,450 +2%
MCM
297
Maryland Capital Management
Maryland
$2.43M -$10.5K -300 -0.4%
NLI
298
Nippon Life Insurance
Japan
$2.42M -$260K -7,458 -9%
GH
299
GAM Holding
Switzerland
$2.41M
CICI
300
Capital Investment Counsel Inc
North Carolina
$2.41M -$15.5K -444 -0.6%

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.