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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
CGT
26
Capital Guardian Trust
California
$104M -$23.4M -668,951 -18%
BAM
27
Burgundy Asset Management
Ontario, Canada
$104M +$2.58M +74,004 +2%
BA
28
BlackRock Advisors
Delaware
$99.2M +$28M +801,703 +38%
DRZID
29
DePrince Race & Zollo Inc (DRZ)
Florida
$95.3M -$1.23M -35,193 -1%
SB
30
Suntrust Banks
Georgia
$92M -$5.83M -166,950 -6%
LSV Asset Management
31
LSV Asset Management
Illinois
$91.8M +$1.2M +34,500 +1%
BTS
32
BB&T Securities
Virginia
$83M -$48.1K -1,376 -0.6%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$75.3M -$474K -13,571 -0.6%
Prudential Financial
34
Prudential Financial
New Jersey
$74.4M +$12.2M +348,687 +19%
BlackRock
35
BlackRock
New York
$74.1M +$12.9M +369,456 +20%
CS
36
Credit Suisse
Switzerland
$73.9M +$12.6M +359,879 +20%
Bank of America
37
Bank of America
North Carolina
$73.9M +$1.12M +32,010 +1%
UBS AM
38
UBS AM
Illinois
$70.9M +$1.18M +33,849 +2%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$70.6M -$20.3M -580,000 -22%
Goldman Sachs
40
Goldman Sachs
New York
$70.1M +$9.1M +260,704 +14%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$68.8M +$2.24M +64,177 +3%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$65.3M -$11.4M -325,937 -14%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$62.4M -$565K -16,167 -0.9%
RFC
44
Russell Frank Company
Washington
$59.2M -$6.51M -186,523 -10%
JFL
45
Jarislowsky, Fraser Ltd
Quebec, Canada
$53.5M -$2.4M -68,867 -4%
Morgan Stanley
46
Morgan Stanley
New York
$52.1M +$6.4M +183,158 +13%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$51.2M +$7.08M +202,810 +15%
Credit Agricole
48
Credit Agricole
France
$50.4M +$52.2M +1,494,720 New
Charles Schwab
49
Charles Schwab
California
$50.2M +$2.75M +78,817 +6%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$50.2M +$11.3M +324,571 +28%

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.