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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
GIA
376
GHP Investment Advisors
Colorado
$1.14M +$20.7K +594 +2%
YMRC
377
Yorktown Management & Research Company
Virginia
$1.12M +$1.16M +33,300 New
SF
378
Synovus Financial
Georgia
$1.09M +$88.1K +2,523 +8%
V
379
Veritable
Delaware
$1.07M -$82.6K -2,364 -7%
BAC
380
Boys Arnold & Co
North Carolina
$1.07M -$67.7K -1,940 -6%
B
381
Baird
Wisconsin
$1.06M +$27.3K +782 +3%
ZIC
382
ZWJ Investment Counsel
Georgia
$1.06M -$943 -27 -0.1%
FC
383
FIC Capital
New York
$1.05M +$526K +15,065 +94%
QIM
384
Quantitative Investment Management
Virginia
$1.04M +$1.08M +30,900 New
CCMG
385
Clark Capital Management Group
Pennsylvania
$1M -$1.4K -40 -0.1%
NCM
386
Novare Capital Management
North Carolina
$987K +$29.5K +846 +3%
CC
387
ClearArc Capital
Ohio
$971K -$84.8K -2,429 -8%
KeyBank National Association
388
KeyBank National Association
Ohio
$970K -$558K -15,986 -36%
PP
389
Paloma Partners
Connecticut
$968K -$44.6K -1,278 -4%
SC
390
SouthState Corp
Florida
$961K +$60.5K +1,733 +6%
ANTB
391
AMG National Trust Bank
Colorado
$936K
CCM
392
Condor Capital Management
New Jersey
$931K -$23K -659 -2%
BHC
393
Bowen Hanes & Co
Florida
$888K +$38.4K +1,100 +4%
BVDMP
394
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$887K
SNC
395
Stifel Nicolaus & Co
Missouri
$874K +$80.6K +2,307 +10%
CCG
396
Cypress Capital Group
Florida
$870K +$5.34K +153 +0.6%
Teacher Retirement System of Texas
397
Teacher Retirement System of Texas
Texas
$863K -$168K -4,800 -16%
FMW
398
Farr Miller & Washington
District of Columbia
$861K -$3.49K -100 -0.4%
OA
399
OFI Advisors
Pennsylvania
$857K -$40.3K -1,153 -4%
AWM
400
Altavista Wealth Management
North Carolina
$854K -$6.98K -200 -0.8%

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.