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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
SAM
376
Shell Asset Management
Netherlands
$2.43M -$536K -11,658 -18%
HFS
377
HL Financial Services
Kentucky
$2.42M -$435K -9,466 -15%
ACM
378
Argyle Capital Management
Pennsylvania
$2.41M
SIM
379
Sentry Investment Management
Wisconsin
$2.4M
KCPG
380
Kavar Capital Partners Group
Kansas
$2.4M -$17K -369 -0.7%
LSERS
381
Louisiana State Employees Retirement System
Louisiana
$2.37M +$9.19K +200 +0.4%
GIA
382
Gateway Investment Advisers
Ohio
$2.36M -$21.2K -462 -0.9%
BFA
383
Bragg Financial Advisors
North Carolina
$2.35M +$6.07K +132 +0.3%
MCM
384
Maltese Capital Management
New York
$2.35M +$2.3M +50,000 New
HT
385
Heritage Trust
Oklahoma
$2.34M -$36.3K -790 -2%
KRS
386
Kentucky Retirement Systems
Kentucky
$2.34M -$101K -2,193 -4%
CICI
387
Capital Investment Counsel Inc
North Carolina
$2.32M -$105K -2,290 -4%
JG
388
Jefferies Group
New York
$2.27M -$572K -12,446 -20%
ERSOT
389
Employees Retirement System of Texas
Texas
$2.21M
GIA
390
GHP Investment Advisors
Colorado
$2.2M -$81.1K -1,765 -4%
CT
391
Coastline Trust
Rhode Island
$2.19M +$86.7K +1,885 +4%
SFSG
392
Stearns Financial Services Group
North Carolina
$2.19M -$889K -19,344 -29%
ECM
393
ETrade Capital Management
Virginia
$2.16M -$176K -3,832 -8%
IIM
394
Ipswich Investment Management
Massachusetts
$2.15M +$91.5K +1,990 +5%
SSWM
395
Smith Salley Wealth Management
North Carolina
$2.14M -$26.1K -567 -1%
ATC
396
Argent Trust Co
Tennessee
$2.11M +$21K +456 +1%
MF
397
Magnetar Financial
Illinois
$2.11M +$2.07M +44,928 New
RWM
398
RKL Wealth Management
Pennsylvania
$2.1M +$1.1M +23,854 +75%
WIC
399
Woodmont Investment Counsel
Tennessee
$2.1M +$5.84K +127 +0.3%
AMI
400
Amica Mutual Insurance
Rhode Island
$2.09M

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.