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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
LBC
426
Lowe Brockenbrough & Co
Virginia
$1.76M -$11.5K -250 -0.7%
NLI
427
Nippon Life Insurance
Japan
$1.76M -$295K -6,425 -15%
PFS
428
Physicians Financial Services
North Carolina
$1.75M -$9.19K -200 -0.5%
CBN
429
Cadence Bank NA
Texas
$1.75M -$1.89K -41 -0.1%
BHC
430
Bowen Hanes & Co
Florida
$1.72M +$46K +1,000 +3%
KeyBank National Association
431
KeyBank National Association
Ohio
$1.69M +$286K +6,220 +21%
BAC
432
Boys Arnold & Co
North Carolina
$1.64M +$56.3K +1,225 +4%
CC
433
ClearArc Capital
Ohio
$1.64M -$199K -4,320 -11%
PG
434
Pendal Group
Australia
$1.64M +$1.6M +34,905 New
MML Investors Services
435
MML Investors Services
Massachusetts
$1.63M +$378K +8,217 +31%
LNB
436
Ledyard National Bank
$1.63M +$12.2K +265 +0.8%
OSNBOA
437
Old Second National Bank of Aurora
Illinois
$1.62M +$659K +14,333 +71%
GT
438
Glenview Trust
Kentucky
$1.61M -$122K -2,653 -7%
ACP
439
Arcus Capital Partners
Georgia
$1.61M -$46K -1,000 -3%
Northwestern Mutual Wealth Management
440
Northwestern Mutual Wealth Management
Wisconsin
$1.61M +$69.2K +1,506 +5%
NERM
441
New England Research & Management
Illinois
$1.6M -$177K -3,850 -10%
TNB
442
Thomasville National Bank
Georgia
$1.6M +$29.5K +641 +2%
CA
443
Cornerstone Advisors
North Carolina
$1.6M +$276K +6,000 +21%
DADC
444
D.A. Davidson & Co
Montana
$1.59M -$120K -2,613 -7%
PAG
445
Private Advisor Group
New Jersey
$1.57M +$62.7K +1,365 +4%
SA
446
Strategic Advisors
New York
$1.56M -$9.15K -199 -0.6%
BBHC
447
Brown Brothers Harriman & Co
New York
$1.56M
BIA
448
BMT Investment Advisors
Pennsylvania
$1.56M +$1.52M +33,163 New
EGM
449
Engineers Gate Manager
New York
$1.55M -$586K -12,756 -28%
OMCS
450
Old Mutual Customised Solutions
South Africa
$1.55M +$110K +2,400 +8%

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.