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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
PLFAM
276
Pineno Levin & Ford Asset Management
Virginia
$5.5M -$32.4K -672 -0.6%
NAM
277
Nissay Asset Management
Japan
$5.48M +$5.32M +110,300 New
MSA
278
Mason Street Advisors
Wisconsin
$5.46M -$110K -2,289 -2%
HA
279
Hamel Associates
New Jersey
$5.42M
SIM
280
Sonora Investment Management
Arizona
$5.38M +$5.22M +108,136 New
NRS
281
Neville Rodie & Shaw
New York
$5.33M -$2.41K -50 -0%
BC
282
Brinker Capital
Pennsylvania
$5.32M +$3.43K +71 +0.1%
Natixis Advisors
283
Natixis Advisors
Massachusetts
$5.29M +$176K +3,644 +4%
CCFCSB
284
Cape Cod Five Cents Savings Bank
Massachusetts
$5.27M -$272K -5,644 -5%
AUB
285
Atlantic Union Bankshares
Virginia
$5.24M +$11.4K +237 +0.2%
MSV
286
MN Services Vermogensbeheer
Netherlands
$5.23M -$367K -7,600 -6%
OCM
287
Olstein Capital Management
New York
$5.22M -$290K -6,000 -5%
BC
288
Breogan Capital
New York
$4.97M +$4.83M +100,000 New
AB
289
Amalgamated Bank
New York
$4.94M +$304K +6,288 +7%
GAM
290
Griffin Asset Management
New York
$4.92M -$174K -3,605 -4%
MOACM
291
Mutual of America Capital Management
New York
$4.89M -$110K -2,278 -2%
UB
292
UMB Bank
Missouri
$4.85M -$11.2M -232,780 -70%
DILIC
293
Dai-ichi Life Insurance Company
Japan
$4.78M +$892K +18,488 +24%
SOADOR
294
State of Alaska Department of Revenue
Alaska
$4.78M +$2.79M +57,852 +151%
ANI
295
American National Insurance
Texas
$4.73M
DCM
296
Driehaus Capital Management
Illinois
$4.71M +$722K +14,958 +19%
TH
297
Timber Hill
Connecticut
$4.67M +$4.53M +93,936 New
AAF
298
Andra AP-fonden
Sweden
$4.67M -$241K -5,000 -5%
OAM
299
Oppenheimer Asset Management
New York
$4.67M
UF
300
Univest Financial
Pennsylvania
$4.63M -$3.96K -82 -0.1%

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.