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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
EB
351
Eastern Bank
Massachusetts
$3.01M -$96.9K -2,107 -3%
DIA
352
Dean Investment Associates
Ohio
$3.01M +$2.94M +64,063 New
CS
353
Comerica Securities
Michigan
$2.98M -$19.2K -418 -0.7%
SM
354
Salzhauer Michael
$2.98M +$230 +5 +0%
CANC
355
Culbertson A N & Co
Virginia
$2.95M +$90.6K +1,971 +3%
MCM
356
Maryland Capital Management
Maryland
$2.94M +$2.71K +59 +0.1%
RIG
357
Roosevelt Investment Group
New York
$2.87M +$18.4K +400 +0.7%
CWM
358
Calamos Wealth Management
Illinois
$2.86M +$27.5K +599 +1%
DHFB
359
Dixon Hubard Feinour & Brown
Virginia
$2.83M -$33.8K -735 -1%
PAM
360
Panagora Asset Management
Massachusetts
$2.82M +$1.02M +22,128 +58%
MWM
361
Marietta Wealth Management
Georgia
$2.71M -$59.6K -1,297 -2%
HPC
362
HM Payson & Co
Maine
$2.67M -$51.2K -1,114 -2%
SLG
363
Stanley-Laman Group
Pennsylvania
$2.64M -$157K -3,413 -6%
MA
364
MUFG Americas
New York
$2.64M -$1.34M -29,082 -34%
LMIM
365
Lockheed Martin Investment Management
Maryland
$2.62M +$1.28M +27,900 +100%
TAF
366
Tredje AP-fonden
Sweden
$2.6M -$180K -3,916 -7%
BTIS
367
BB&T Investment Services
North Carolina
$2.59M +$267K +5,815 +12%
FAB
368
First American Bank
Illinois
$2.58M -$178K -3,862 -7%
CHC
369
City Holding Co
West Virginia
$2.54M -$42.5K -925 -2%
WSTAM
370
Wilbanks Smith & Thomas Asset Management
Virginia
$2.52M -$105K -2,286 -4%
TF
371
Tompkins Financial
New York
$2.5M +$31.8K +692 +1%
BO
372
Bank OZK
Arkansas
$2.5M +$40.3K +876 +2%
LFAS
373
Level Four Advisory Services
Texas
$2.48M +$720K +15,668 +42%
WBC
374
Westpac Banking Corp
Australia
$2.48M -$67.7K -1,472 -3%
PFM
375
Parsec Financial Management
North Carolina
$2.44M +$1.56M +33,872 +188%

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.