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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
B
326
Barings
North Carolina
$1.84M +$1.09M +31,300 +135%
HPBT
327
High Point Bank & Trust
North Carolina
$1.84M +$14.1K +403 +0.7%
ISL
328
Ingalls & Snyder LLC
New York
$1.83M +$11.4K +327 +0.6%
SC
329
StellarOne Corp
Virginia
$1.83M +$164K +4,701 +9%
N
330
Nuveen
North Carolina
$1.82M
LPL Financial
331
LPL Financial
California
$1.79M -$358K -10,244 -16%
STC
332
SEI Trust Company
Pennsylvania
$1.76M +$411K +11,772 +29%
CAL
333
Capital Analysts LLC
Pennsylvania
$1.72M +$15.6K +446 +0.9%
WPC
334
White Pine Capital
Minnesota
$1.69M -$302K -8,650 -15%
BO
335
Bank OZK
Arkansas
$1.67M +$1.73M +49,539 New
FM
336
Foster & Motley
Ohio
$1.59M -$32K -917 -2%
KCM
337
Kempner Capital Management
Texas
$1.58M
FAAS
338
First Allied Advisory Services
California
$1.57M -$31.4K -900 -2%
SI
339
Stephens Inc
Arkansas
$1.57M +$4.33K +124 +0.3%
APFBOT
340
Amica Pension Fund Board of Trustees
Rhode Island
$1.55M
HNB
341
Huntington National Bank
Ohio
$1.53M -$32.1K -919 -2%
Capital Fund Management (CFM)
342
Capital Fund Management (CFM)
France
$1.52M -$2.36M -67,640 -60%
Macquarie Group
343
Macquarie Group
Australia
$1.51M +$76.8K +2,200 +5%
M&T Bank
344
M&T Bank
New York
$1.51M +$105K +3,018 +7%
SFSG
345
Stearns Financial Services Group
North Carolina
$1.51M -$299K -8,560 -16%
WBC
346
Westpac Banking Corp
Australia
$1.5M -$49.1K -1,405 -3%
CCM
347
Coldstream Capital Management
Washington
$1.5M +$1.55M +44,353 New
G
348
GlobalBridge
Minnesota
$1.5M -$25.5K -731 -2%
RT
349
Reliance Trust
Georgia
$1.48M -$85.3K -2,443 -5%
I
350
IberiaBank
Louisiana
$1.46M +$228K +6,537 +18%

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.