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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
Invesco
26
Invesco
Georgia
$184M -$4.97M -108,111 -3%
Jennison Associates
27
Jennison Associates
New York
$170M +$1.39M +30,194 +0.8%
Truist Financial
28
Truist Financial
North Carolina
$164M -$5.5M -119,716 -3%
LSV Asset Management
29
LSV Asset Management
Illinois
$152M -$4.64M -101,000 -3%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145M +$10.9M +236,105 +8%
TCIM
31
TIAA CREF Investment Management
New York
$133M -$3.53M -76,864 -3%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$130M -$60.9M -1,325,743 -32%
Charles Schwab
33
Charles Schwab
California
$126M +$2.08M +45,331 +2%
Morgan Stanley
34
Morgan Stanley
New York
$125M +$14.4M +313,369 +13%
UBS AM
35
UBS AM
Illinois
$109M -$176K -3,819 -0.2%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$108M -$3.64M -79,216 -3%
Capital International Investors
37
Capital International Investors
California
$108M -$191M -4,163,600 -64%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$105M +$3.42M +74,328 +3%
RRAM
39
River Road Asset Management
Kentucky
$104M -$2.28M -49,569 -2%
Allianz Asset Management
40
Allianz Asset Management
Germany
$101M +$84.4M +1,836,561 +576%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$98.8M
MHI
42
Miller Howard Investments
New York
$96.2M -$2.4M -52,163 -2%
RJA
43
Raymond James & Associates
Florida
$95.7M +$1.47M +31,973 +2%
Barclays
44
Barclays
United Kingdom
$90.9M +$61.2M +1,330,982 +220%
Franklin Resources
45
Franklin Resources
California
$89.1M -$20.7M -449,825 -19%
Deutsche Bank
46
Deutsche Bank
Germany
$85.9M +$34.5M +751,117 +70%
PPA
47
Parametric Portfolio Associates
Washington
$81.4M +$7.52M +163,631 +10%
WHG
48
Westwood Holdings Group
Texas
$81M -$820K -17,840 -1%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$79.7M -$3.2M -69,572 -4%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$77.2M -$5.01M -108,976 -6%

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.