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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
RIG
376
Roosevelt Investment Group
New York
$3.04M
VFA
377
Voya Financial Advisors
Connecticut
$3.03M +$2.02M +41,826 +224%
SSWM
378
Smith Salley Wealth Management
North Carolina
$3M +$720K +14,922 +33%
DHFB
379
Dixon Hubard Feinour & Brown
Virginia
$2.97M -$33.3K -689 -1%
LFA
380
Legacy Financial Advisors
Kentucky
$2.97M +$2.88M +59,719 New
FAB
381
First American Bank
Illinois
$2.91M +$172K +3,564 +6%
Nomura Holdings
382
Nomura Holdings
Japan
$2.89M +$819K +16,958 +41%
CAPTRUST Financial Advisors
383
CAPTRUST Financial Advisors
North Carolina
$2.88M +$2.8M +57,928 New
HPC
384
HM Payson & Co
Maine
$2.86M +$35.5K +736 +1%
MWM
385
Marietta Wealth Management
Georgia
$2.83M -$41.5K -859 -1%
LMIM
386
Lockheed Martin Investment Management
Maryland
$2.82M +$42K +870 +2%
MWNA
387
Marshall Wace North America
New York
$2.82M +$2.74M +56,665 New
SLG
388
Stanley-Laman Group
Pennsylvania
$2.79M -$8.59K -178 -0.3%
LFAS
389
Level Four Advisory Services
Texas
$2.78M +$143K +2,964 +6%
TAF
390
Tredje AP-fonden
Sweden
$2.75M
BTIS
391
BB&T Investment Services
North Carolina
$2.74M -$7K -145 -0.3%
FA
392
FDx Advisors
Illinois
$2.74M +$1.5M +31,132 +130%
TF
393
Tompkins Financial
New York
$2.69M +$38.3K +793 +1%
CHC
394
City Holding Co
West Virginia
$2.67M -$14.3K -297 -0.5%
MA
395
MUFG Americas
New York
$2.65M -$139K -2,874 -5%
BO
396
Bank OZK
Arkansas
$2.63M -$13.2K -273 -0.5%
WBC
397
Westpac Banking Corp
Australia
$2.62M
NCGI
398
Next Century Growth Investors
Minnesota
$2.62M +$2.54M +52,659 New
VCA
399
Verdence Capital Advisors
Maryland
$2.58M +$2.51M +51,997 New
PFM
400
Parsec Financial Management
North Carolina
$2.58M -$5.79K -120 -0.2%

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.