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Truist Financial

881 hedge funds and large institutions have $24.4B invested in Truist Financial in 2017 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 310 increasing their positions, 347 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 60

2% more capital invested

Capital invested by funds: $23.9B → $24.4B (+$568M)

1% more funds holding

Funds holding: 875881 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.36% less ownership

Funds ownership: 64.83%64.48% (-0.36%)

5% less call options, than puts

Call options by funds: $174M | Put options by funds: $183M

11% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 347

Holders
881
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
21.96%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
75
Increased
310
Reduced
347
Closed
60
Calls
$174M
Puts
$183M
Net Calls
-$8.61M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
301
Arbor Investment Advisors
North Carolina
$3.86M -$30.8K -669 -0.8%
BCCM
302
Bridge Creek Capital Management
Massachusetts
$3.85M -$69K -1,500 -2%
FNT
303
First National Trust
Pennsylvania
$3.82M -$16.3K -355 -0.4%
SAM
304
Securian Asset Management
Minnesota
$3.82M -$16.8K -366 -0.4%
XK
305
Xact Kapitalforvaltning
Sweden
$3.82M +$163K +3,548 +5%
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$3.81M +$33.9K +738 +0.9%
Loomis, Sayles & Company
307
Loomis, Sayles & Company
Massachusetts
$3.8M -$160K -3,477 -4%
FMC
308
First Merchants Corp
Indiana
$3.79M +$310K +6,753 +9%
MCM
309
McMillion Capital Management
North Carolina
$3.75M -$47.3K -1,030 -1%
RWA
310
River Wealth Advisors
Pennsylvania
$3.74M -$1.89K -41 -0.1%
DCM
311
Driehaus Capital Management
Illinois
$3.74M +$3.66M +79,700 New
RWP
312
RWA Wealth Partners
Massachusetts
$3.74M +$22.1K +481 +0.6%
DILIC
313
Dai-ichi Life Insurance Company
Japan
$3.65M -$919K -20,000 -20%
IMOV
314
Investment Management of Virginia
Virginia
$3.64M -$9.19K -200 -0.3%
AAC
315
Asset Advisors Corp
Georgia
$3.64M -$124K -2,700 -3%
SMI
316
Shelter Mutual Insurance
Missouri
$3.62M -$331K -7,200 -9%
CM
317
Crestline Management
Texas
$3.57M +$644K +14,000 +23%
OA
318
Outfitter Advisors
Virginia
$3.55M -$59.8K -1,300 -2%
NMERB
319
New Mexico Educational Retirement Board
New Mexico
$3.54M
SLI
320
Sumitomo Life Insurance
Japan
$3.53M +$3.46M +75,196 New
D.E. Shaw & Co
321
D.E. Shaw & Co
New York
$3.52M -$1.55M -33,632 -31%
CGH
322
Crossmark Global Holdings
Texas
$3.52M +$3.45M +74,994 New
IA
323
IFP Advisors
Florida
$3.51M -$193K -4,192 -5%
KC
324
Kepos Capital
New York
$3.45M +$3.38M +73,463 New
MA
325
MCF Advisors
Kentucky
$3.42M -$24.8K -540 -0.7%

TFC Hedge Fund Activity: Q3 2017 in Review

881 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2017, worth a combined $24.4B — up 2.4% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new TFC positions and 60 closed out — a net gain of 15 holders — while 310 added to existing stakes and 347 trimmed.

The largest buyer was Bank of America, adding an estimated $219M. The largest seller was Capital International Investors, cutting an estimated $191M.

  • 881 institutional investors held Truist Financial (TFC) as of Q3 2017, up from 875 in Q2 2017.
  • Funds reported $24.4B of Truist Financial stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 75 funds opened new Truist Financial positions in Q3 2017 and 60 closed out, a net change of +15 holders.
  • The largest Truist Financial buyer in Q3 2017 was Bank of America, an estimated $219M added.
  • The largest Truist Financial seller in Q3 2017 was Capital International Investors, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2017.