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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
OC
426
Oppenheimer & Co
New York
$647K -$52.2K -1,496 -7%
CIM
427
CIM Investment Management
Pennsylvania
$639K
WC
428
Woodstock Corp
Massachusetts
$630K
PFM
429
Parsec Financial Management
North Carolina
$626K +$35.8K +1,026 +6%
DL
430
Delta Lloyd
Netherlands
$626K +$96.1K +2,753 +17%
Mirae Asset Global Investments
431
Mirae Asset Global Investments
South Korea
$618K +$13.3K +382 +2%
PAM
432
PartnerRe Asset Management
Connecticut
$605K -$80.6K -2,308 -11%
AB
433
Amalgamated Bank
New York
$593K -$14.5K -414 -2%
GCP
434
GSA Capital Partners
United Kingdom
$577K +$597K +17,096 New
Thrivent Financial for Lutherans
435
Thrivent Financial for Lutherans
Minnesota
$550K -$272K -7,800 -32%
GMIM
436
General Motors Investment Management
New York
$546K +$10.5K +302 +2%
TFA
437
Toth Financial Advisory
Virginia
$545K
DnB Asset Management
438
DnB Asset Management
Norway
$542K -$52.4K -1,500 -9%
MFS
439
MSI Financial Services
Massachusetts
$530K
ANB
440
Amarillo National Bank
Texas
$524K -$9.43K -270 -2%
CA
441
Cornerstone Advisors
North Carolina
$523K +$175K +5,000 +48%
MMLI
442
Massachusetts Mutual Life Insurance
Massachusetts
$517K +$535K +15,323 New
T
443
TradeWorx
New Jersey
$511K +$529K +15,138 New
MCMT
444
Moon Capital Management (Tennessee)
Tennessee
$508K +$526K +15,053 New
SHA
445
Smith Hayes Advisers
Nebraska
$507K -$4.68K -134 -0.9%
PAI
446
Pittenger & Anderson Inc
Nebraska
$506K +$175K +5,000 +50%
TRCT
447
Tower Research Capital (TRC)
New York
$504K +$513K +14,703 +5,881%
AIP
448
Ameritas Investment Partners
Nebraska
$504K +$521K +14,921 New
SACTSONJ
449
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$503K
CANC
450
Culbertson A N & Co
Virginia
$501K -$119K -3,400 -19%

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.