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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
KRSITF
401
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$846K +$876K +25,077 New
VKH
402
Virtu KCG Holdings
New York
$841K +$870K +24,907 New
OPTFSNA
403
Old Point Trust & Financial Services N A
Virginia
$823K -$17.5K -500 -2%
RJT
404
Raymond James Trust
Florida
$802K +$25.5K +730 +3%
TSWM
405
Triangle Securities Wealth Management
North Carolina
$786K -$92.6K -2,652 -10%
MERSOM
406
Municipal Employees' Retirement System of Michigan
Michigan
$786K +$814K +23,300 New
TTWM
407
TCV Trust & Wealth Management
Virginia
$781K -$101K -2,903 -11%
CBB
408
Citizens Business Bank
California
$777K
IPC
409
Independent Portfolio Consultants
Florida
$773K +$13.3K +380 +2%
SYBT
410
Stock Yards Bank & Trust
Kentucky
$771K -$91.1K -2,608 -10%
FNT
411
First National Trust
Pennsylvania
$747K +$108K +3,101 +16%
BA
412
Bridgewater Associates
Connecticut
$746K +$461K +13,200 +148%
HFS
413
HL Financial Services
Kentucky
$742K +$15.7K +449 +2%
GJIC
414
Gamble Jones Investment Counsel
California
$736K
Daiwa Securities Group
415
Daiwa Securities Group
Japan
$732K
CCM
416
Cullen Capital Management
New York
$704K
WS
417
Wedbush Securities
California
$698K +$143K +4,095 +25%
MSU
418
Maple Securities USA
New Jersey
$694K +$27.1K +776 +4%
OMCS
419
Old Mutual Customised Solutions
South Africa
$685K +$258K +7,400 +57%
CBT
420
Central Bank & Trust
Kentucky
$684K -$20.4K -585 -3%
CI
421
Conning Inc
Connecticut
$683K +$21.7K +620 +3%
QBFM
422
QS Batterymarch Financial Management
New York
$681K -$23.5K -674 -3%
FSA
423
Franklin Street Advisors
North Carolina
$679K -$19.4K -556 -3%
CWM
424
Calamos Wealth Management
Illinois
$673K +$67.6K +1,935 +11%
Rafferty Asset Management
425
Rafferty Asset Management
New York
$665K -$320K -9,155 -32%

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.