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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
TCM
451
Texan Capital Management
Texas
$1.96M -$91.7K -1,900 -5%
CBN
452
Cadence Bank NA
Texas
$1.96M +$102K +2,115 +6%
MME
453
Meag Munich Ergo
Germany
$1.95M +$1.87M +38,700 New
CAN
454
Cetera Advisor Networks
California
$1.94M +$369K +7,634 +24%
BHC
455
Bowen Hanes & Co
Florida
$1.93M +$108K +2,245 +6%
SMM
456
Stadion Money Management
Georgia
$1.93M -$174K -3,607 -9%
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$1.92M +$214K +4,436 +13%
KCM
458
Kempner Capital Management
Texas
$1.89M -$18.3K -379 -1%
SIM
459
Sentry Investment Management
Wisconsin
$1.89M -$642K -13,300 -26%
VIA
460
Virtus Investment Advisers
Connecticut
$1.87M -$92.3K -1,912 -5%
MF
461
Magnetar Financial
Illinois
$1.86M -$361K -7,478 -17%
PFS
462
Physicians Financial Services
North Carolina
$1.86M
LBC
463
Lowe Brockenbrough & Co
Virginia
$1.84M -$27K -560 -1%
CC
464
ClearArc Capital
Ohio
$1.84M +$99.1K +2,052 +6%
QI
465
QS Investors
New York
$1.82M +$1.32M +27,318 +292%
OSNBOA
466
Old Second National Bank of Aurora
Illinois
$1.82M +$104K +2,157 +6%
WAM
467
Wolverine Asset Management
Illinois
$1.79M +$1.74M +35,954 New
EGM
468
Engineers Gate Manager
New York
$1.76M +$110K +2,287 +7%
PAM
469
Panagora Asset Management
Massachusetts
$1.73M -$1.22M -25,359 -42%
LNB
470
Ledyard National Bank
$1.72M -$4.83K -100 -0.3%
CA
471
Cornerstone Advisors
North Carolina
$1.69M
NERM
472
New England Research & Management
Illinois
$1.68M -$19.3K -400 -1%
BAC
473
Boys Arnold & Co
North Carolina
$1.66M -$78.1K -1,617 -5%
LTFS
474
Ladenburg Thalmann Financial Services
Florida
$1.66M +$39.9K +827 +3%
AMI
475
Amica Mutual Insurance
Rhode Island
$1.65M -$546K -11,304 -25%

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.