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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
PWS
301
Peloton Wealth Strategists
Indiana
$2.4M +$10.5K +300 +0.4%
CD
302
Carl Domino
Florida
$2.39M -$82.2K -2,355 -3%
DHFB
303
Dixon Hubard Feinour & Brown
Virginia
$2.38M -$66.7K -1,910 -3%
AMI
304
Amica Mutual Insurance
Rhode Island
$2.35M
PIM
305
Penobscot Investment Management
Massachusetts
$2.34M +$280K +8,010 +13%
WCM
306
Winton Capital Management
United Kingdom
$2.29M -$4.04M -115,600 -63%
SC
307
Sculptor Capital
New York
$2.26M +$1.96M +56,193 +516%
FNBOMD
308
First National Bank of Mount Dora
Florida
$2.26M -$21K -600 -0.9%
FCBT
309
First Citizens Bank & Trust
North Carolina
$2.24M +$33K +944 +1%
UCFA
310
United Capital Financial Advisors
Texas
$2.22M +$290K +8,303 +14%
PI
311
Placemark Investments
Illinois
$2.19M +$353K +10,105 +19%
WIC
312
Woodmont Investment Counsel
Tennessee
$2.15M -$22.7K -650 -1%
SAM
313
Securian Asset Management
Minnesota
$2.14M +$24.5K +702 +1%
VV
314
Verity & Verity
South Carolina
$2.13M +$53K +1,517 +2%
PRA
315
Parametric Risk Advisors
Connecticut
$2.13M -$29.7K -850 -1%
MA
316
MUFG Americas
New York
$2.05M -$6.84M -195,750 -76%
FA
317
FMA Advisory
Pennsylvania
$2.05M +$2.38K +68 +0.1%
AIU
318
Algebris Investments (UK)
United Kingdom
$2M +$1.86M +53,365 +889%
KRS
319
Kentucky Retirement Systems
Kentucky
$1.97M +$2.04M +58,465 New
FCB
320
First Citizens Bancorporation
South Carolina
$1.95M -$93.4K -2,674 -4%
Parallax Volatility Advisers
321
Parallax Volatility Advisers
California
$1.95M +$2.01M +57,694 New
BFA
322
Bragg Financial Advisors
North Carolina
$1.92M -$36.7K -1,052 -2%
TMAM
323
Tokio Marine Asset Management
Japan
$1.88M -$62.9K -1,802 -3%
DCM
324
Dupont Capital Management
Delaware
$1.86M +$1.92M +55,072 New
Two Sigma Investments
325
Two Sigma Investments
New York
$1.86M -$803K -22,988 -29%

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.