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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
Squarepoint
451
Squarepoint
New York
$1.54M +$582K +12,665 +63%
LMGAM
452
Liberty Mutual Group Asset Management
Massachusetts
$1.54M -$918K -19,964 -38%
MC
453
Moors & Cabot
Massachusetts
$1.54M +$1.08M +23,504 +254%
RMCM
454
Reynders McVeigh Capital Management
Massachusetts
$1.53M
EIA
455
Edgemoor Investment Advisors
Maryland
$1.53M
Daiwa Securities Group
456
Daiwa Securities Group
Japan
$1.53M +$433K +9,421 +41%
LTFS
457
Ladenburg Thalmann Financial Services
Florida
$1.52M +$10.2K +221 +0.7%
CCM
458
CrestPoint Capital Management
Missouri
$1.51M -$9.19K -200 -0.6%
FLPIM
459
F.L. Putnam Investment Management
Massachusetts
$1.51M +$1.48M +32,099 New
FSA
460
Franklin Street Advisors
North Carolina
$1.5M +$1.38K +30 +0.1%
VWM
461
Valley Wealth Managers
New Jersey
$1.48M -$37.5K -816 -3%
CAN
462
Cetera Advisor Networks
California
$1.48M +$5.24K +114 +0.4%
B
463
Barings
North Carolina
$1.47M
ZIC
464
ZWJ Investment Counsel
Georgia
$1.47M -$46K -1,000 -3%
QCMC
465
Quantum Capital Management (California)
California
$1.47M -$2.9K -63 -0.2%
BSB
466
Bangor Savings Bank
Maine
$1.46M +$12.2K +265 +0.9%
ACM
467
Azimuth Capital Management
Michigan
$1.46M +$6.9K +150 +0.5%
SLAM
468
Swiss Life Asset Management
$1.46M +$1.43M +31,107 New
CI
469
Cigna Investments
Connecticut
$1.45M -$10.2K -221 -0.7%
LIA
470
LS Investment Advisors
Michigan
$1.44M -$10.7K -233 -0.8%
HIC
471
Holderness Investments Company
North Carolina
$1.44M -$35.2K -765 -2%
APFBOT
472
Amica Pension Fund Board of Trustees
Rhode Island
$1.43M
NBC
473
Neuberger Berman Canada
Ontario, Canada
$1.43M -$53.8K -1,170 -4%
PA
474
Profund Advisors
Maryland
$1.39M -$37.3K -812 -3%
AMIM
475
Aull & Monroe Investment Management
Alabama
$1.36M -$9.19K -200 -0.7%

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.