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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
MA
451
Marshwinds Advisory
Georgia
$496K +$6.39K +183 +1%
D.E. Shaw & Co
452
D.E. Shaw & Co
New York
$480K +$496K +14,213 New
CTI
453
Community Trust & Investment
Kentucky
$478K
WTIM
454
Wilmington Trust Investment Management
Delaware
$468K
TNB
455
Thomasville National Bank
Georgia
$467K +$483K +13,839 New
EHWM
456
Eads & Heald Wealth Management
Georgia
$462K +$67.9K +1,945 +17%
DCM
457
Dynamic Capital Management
Jersey
$462K +$478K +13,700 New
Citadel Advisors
458
Citadel Advisors
Florida
$457K -$24.4M -698,387 -98%
Two Sigma Advisers
459
Two Sigma Advisers
New York
$448K +$463K +13,258 New
PP
460
Patten & Patten
Tennessee
$443K -$33.9K -970 -7%
ANRIA
461
American National Registered Investment Advisor
Texas
$441K -$349 -10 -0.1%
ECM
462
Everence Capital Management
Indiana
$441K +$103K +2,950 +29%
Envestnet Asset Management
463
Envestnet Asset Management
Illinois
$431K -$48.3K -1,383 -10%
PL
464
Parthenon LLC
Kentucky
$431K
FBB
465
Fulton Breakefield Broenniman
Maryland
$428K +$443K +12,692 New
DT
466
Diversified Trust
Tennessee
$424K -$35 -1 -0%
CIC
467
Crawford Investment Counsel
Georgia
$418K
Natixis Advisors
468
Natixis Advisors
Massachusetts
$410K -$20.7K -594 -5%
RBC
469
Ronald Blue & Co
Georgia
$407K -$9.81K -281 -2%
JIC
470
Johnson Investment Counsel
Ohio
$407K +$421K +12,065 New
Bessemer Group
471
Bessemer Group
New Jersey
$406K -$97.7K -2,799 -19%
LTFS
472
Ladenburg Thalmann Financial Services
Florida
$406K -$32.2K -921 -7%
CI
473
Constellation Investments
Ohio
$405K +$27.9K +800 +7%
FHA
474
First Horizon Advisors
Tennessee
$402K +$404K +11,581 +3,416%
TSW
475
Thompson Siegel & Walmsley
Virginia
$401K +$34.6K +990 +9%

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.