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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
Truist Financial
26
Truist Financial
North Carolina
$166M -$7.36M -152,426 -4%
LSV Asset Management
27
LSV Asset Management
Illinois
$155M -$5.97M -123,600 -4%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$151M -$2.1M -43,406 -1%
Capital Research Global Investors
29
Capital Research Global Investors
California
$143M -$1.09B -22,600,488 -89%
Charles Schwab
30
Charles Schwab
California
$135M +$2.1M +43,576 +2%
TCIM
31
TIAA CREF Investment Management
New York
$123M -$17.8M -367,893 -13%
UBS AM
32
UBS AM
Illinois
$119M +$2.88M +59,689 +3%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$115M +$148K +3,059 +0.1%
Allianz Asset Management
34
Allianz Asset Management
Germany
$113M +$5.41M +112,096 +5%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$111M -$1.08M -22,454 -1%
RRAM
36
River Road Asset Management
Kentucky
$108M -$2.24M -46,483 -2%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$105M -$24.2K -502 -0%
RJA
38
Raymond James & Associates
Florida
$104M +$2.12M +43,982 +2%
Deutsche Bank
39
Deutsche Bank
Germany
$99.5M +$8.29M +171,684 +9%
MHI
40
Miller Howard Investments
New York
$94.3M -$7.35M -152,286 -7%
PPA
41
Parametric Portfolio Associates
Washington
$90.9M +$4.58M +94,803 +5%
WHG
42
Westwood Holdings Group
Texas
$89.5M +$3.65M +75,617 +4%
Invesco
43
Invesco
Georgia
$88.9M -$103M -2,138,393 -54%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$87.8M +$5.86M +121,346 +7%
First Trust Advisors
45
First Trust Advisors
Illinois
$86.4M +$5.44M +112,641 +7%
Axa
46
Axa
France
$83.5M +$56M +1,159,200 +223%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$81M -$3.31M -68,669 -4%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$80.9M +$116K +2,401 +0.1%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$79.5M -$56M -1,160,632 -42%
Franklin Resources
50
Franklin Resources
California
$78M -$15.9M -330,020 -17%

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.