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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
IIM
426
Ipswich Investment Management
Massachusetts
$2.18M -$103K -2,125 -5%
GIA
427
Gateway Investment Advisers
Ohio
$2.17M -$313K -6,477 -13%
SC
428
SouthState Corp
Florida
$2.14M +$849K +17,595 +69%
LW
429
Linscomb Wealth
Texas
$2.13M +$1.44M +29,751 +226%
PG
430
Pendal Group
Australia
$2.13M +$385K +7,982 +23%
Robeco Institutional Asset Management
431
Robeco Institutional Asset Management
Netherlands
$2.13M +$737K +15,257 +55%
NB
432
Norinchukin Bank
Japan
$2.1M +$173K +3,588 +9%
TSWM
433
Triangle Securities Wealth Management
North Carolina
$2.1M +$65.2K +1,350 +3%
DADC
434
D.A. Davidson & Co
Montana
$2.1M +$400K +8,288 +24%
UR
435
USCA RIA
Texas
$2.1M +$2.04M +42,180 New
LTI
436
Laffer Tengler Investments
Tennessee
$2.1M
SP
437
SWS Partners
Ohio
$2.09M +$2.03M +42,075 New
AAMA
438
Advanced Asset Management Advisors
Ohio
$2.08M +$2.02M +41,882 New
Thrivent Financial for Lutherans
439
Thrivent Financial for Lutherans
Minnesota
$2.07M +$12.2K +253 +0.6%
SIRP
440
Shelter Insurance Retirement Plan
Missouri
$2.06M
WIC
441
Woodmont Investment Counsel
Tennessee
$2.06M -$157K -3,247 -7%
PCTC
442
Perkins Coie Trust Company
Washington
$2.05M -$4.97K -103 -0.2%
IBOK
443
Independence Bank of Kentucky
Kentucky
$2.05M +$1.99M +41,181 New
ASN
444
Advisory Services Network
Georgia
$2.05M +$882K +18,275 +80%
SCA
445
Strategic Capital Advisers
Colorado
$2.04M +$1.98M +40,932 New
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.02M -$122K -2,524 -6%
GL
447
GLG LLC
New York
$2.01M
AHB
448
Abner Herrman & Brock
New Jersey
$2M -$1.79K -37 -0.1%
VI
449
Versor Investments
New York
$1.99M +$1.93M +39,983 New
IAA
450
Independent Advisor Alliance
North Carolina
$1.97M +$34.9K +723 +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.