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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
BMM
326
Buffington Mohr McNeal
Idaho
$3.42M -$19.5K -425 -0.6%
FC
327
FIC Capital
New York
$3.42M -$27.4K -595 -0.8%
WAM
328
World Asset Management
Michigan
$3.4M -$44.1K -960 -1%
CCT
329
Chemung Canal Trust
New York
$3.4M +$129K +2,815 +4%
William Blair & Company
330
William Blair & Company
Illinois
$3.4M +$1.42M +30,913 +75%
PIM
331
Penobscot Investment Management
Massachusetts
$3.38M +$54.7K +1,190 +2%
B
332
BancorpSouth
Mississippi
$3.38M +$644 +14 +0%
BCA
333
Bray Capital Advisors
Florida
$3.33M +$144K +3,127 +5%
RCM
334
RNC Capital Management
California
$3.33M -$27.1K -590 -0.8%
CS
335
Candriam SCA
Luxembourg
$3.31M -$27.9K -606 -0.9%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$3.28M -$242K -5,254 -7%
UBWV
337
United Bank (West Virginia)
West Virginia
$3.26M
UCFA
338
United Capital Financial Advisors
Texas
$3.24M -$55.8K -1,214 -2%
AF
339
AMG Funds
Connecticut
$3.22M -$122K -2,659 -4%
TW
340
Transform Wealth
Colorado
$3.2M +$24K +523 +0.8%
FT
341
Fiduciary Trust
Massachusetts
$3.17M -$93.1K -2,026 -3%
DG
342
Davidson & Garrard
Virginia
$3.15M -$167K -3,638 -5%
M
343
MOTCO
Texas
$3.14M -$236K -5,133 -7%
TCOV
344
Trust Company of Vermont
Vermont
$3.11M +$171K +3,717 +6%
OPTFSNA
345
Old Point Trust & Financial Services N A
Virginia
$3.11M +$159K +3,450 +5%
COPPSERS
346
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.08M +$250K +5,440 +9%
SWP
347
Stratos Wealth Partners
Ohio
$3.06M +$3M +65,232 New
DekaBank Deutsche Girozentrale
348
DekaBank Deutsche Girozentrale
Germany
$3.04M -$124K -2,703 -4%
GIM
349
Goelzer Investment Management
Indiana
$3.04M -$75.2K -1,635 -2%
VNA
350
Valley National Advisers
Pennsylvania
$3.02M -$264K -5,746 -8%

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.