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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
B
301
BP
United Kingdom
$4.63M
SI
302
Stephens Inc
Arkansas
$4.58M -$110K -2,282 -2%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$4.57M -$296K -6,141 -6%
XK
304
Xact Kapitalforvaltning
Sweden
$4.57M +$513K +10,634 +13%
CCMINC
305
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.47M +$32.1K +665 +0.7%
PP
306
Patten & Patten
Tennessee
$4.45M +$82.1K +1,700 +2%
Brown Advisory
307
Brown Advisory
Maryland
$4.45M -$11.5K -238 -0.3%
WA
308
Wheatland Advisors
Pennsylvania
$4.42M +$14.5K +300 +0.3%
MAM
309
Meeder Asset Management
Ohio
$4.41M -$1.39M -28,794 -25%
CCT
310
Chemung Canal Trust
New York
$4.4M +$784K +16,231 +22%
CBOA
311
Commonwealth Bank of Australia
Australia
$4.39M -$43.4K -900 -1%
PWW
312
Pettyjohn Wood & White
Virginia
$4.35M -$61.9K -1,283 -1%
Schroder Investment Management Group
313
Schroder Investment Management Group
United Kingdom
$4.34M -$19.3M -399,941 -82%
MCG
314
McCollum Christoferson Group
New York
$4.32M +$4.2M +86,904 New
OPERF
315
Oregon Public Employees Retirement Fund
Oregon
$4.29M
DnB Asset Management
316
DnB Asset Management
Norway
$4.29M
TAM
317
Tocqueville Asset Management
New York
$4.27M -$145K -3,000 -3%
GCA
318
Greenwood Capital Associates
South Carolina
$4.22M -$50.3K -1,042 -1%
FNT
319
First National Trust
Pennsylvania
$4.21M +$156K +3,240 +4%
AC
320
Alexandria Capital
Virginia
$4.19M +$3.83M +79,261 +1,577%
FMC
321
First Merchants Corp
Indiana
$4.19M +$170K +3,514 +4%
Two Sigma Investments
322
Two Sigma Investments
New York
$4.17M +$4.05M +83,839 New
TRSOTSOK
323
Teachers Retirement System of the State of Kentucky
Kentucky
$4.15M -$121K -2,500 -3%
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
$4.14M +$106K +2,199 +3%
RIM
325
Redpoint Investment Management
Australia
$4.12M +$4M +82,897 New

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.