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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
MCM
326
McMillion Capital Management
North Carolina
$4.02M +$49K +1,015 +1%
AIA
327
Arbor Investment Advisors
North Carolina
$4.01M -$70K -1,450 -2%
RWP
328
RWA Wealth Partners
Massachusetts
$3.98M +$21.1K +438 +0.6%
BCCM
329
Bridge Creek Capital Management
Massachusetts
$3.96M -$113K -2,350 -3%
SAM
330
Securian Asset Management
Minnesota
$3.95M -$91.9K -1,903 -2%
RWA
331
River Wealth Advisors
Pennsylvania
$3.95M -$11.7K -242 -0.3%
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$3.93M +$440K +9,112 +13%
OA
333
Outfitter Advisors
Virginia
$3.87M +$109K +2,250 +3%
NMERB
334
New Mexico Educational Retirement Board
New Mexico
$3.86M +$106K +2,200 +3%
AAC
335
Asset Advisors Corp
Georgia
$3.86M +$4.83K +100 +0.1%
SMI
336
Shelter Mutual Insurance
Missouri
$3.83M
CSS
337
Cubist Systematic Strategies
Connecticut
$3.81M +$3.41M +70,692 +1,174%
KC
338
Kepos Capital
New York
$3.79M +$138K +2,856 +4%
IMOV
339
Investment Management of Virginia
Virginia
$3.76M -$92.8K -1,923 -2%
IG
340
ING Group
Netherlands
$3.73M +$1.59M +32,949 +78%
CGH
341
Crossmark Global Holdings
Texas
$3.72M -$6.03K -125 -0.2%
BCA
342
Bray Capital Advisors
Florida
$3.68M +$147K +3,048 +4%
UBV
343
United Bank (Virginia)
Virginia
$3.63M +$3.53M +73,044 New
PIM
344
Penobscot Investment Management
Massachusetts
$3.61M +$25.6K +531 +0.7%
TW
345
Transform Wealth
Colorado
$3.6M +$210K +4,355 +6%
SLI
346
Sumitomo Life Insurance
Japan
$3.6M -$134K -2,773 -4%
RCM
347
RNC Capital Management
California
$3.56M +$39.8K +825 +1%
CB
348
Cadence Bank
Mississippi
$3.56M +$3.46M +71,671 New
KBC Group
349
KBC Group
Belgium
$3.56M -$1.07M -22,087 -24%
UCFA
350
United Capital Financial Advisors
Texas
$3.53M +$75.2K +1,557 +2%

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.